Copper + Trello

Create Trello checklist items from updated contact types in Copper

Keep track of important updates to your contact types in Copper by establishing a workflow that reflects these changes in your Trello checklist. This interaction ensures that with any changes to contact types in Copper, a checklist item is promptly created in Trello, seamlessly keeping your contact details up-to-date. Streamline your contact management process with this efficient integration between Copper and Trello.

Keep track of important updates to your contact types in Copper by establishing a workflow that reflects these changes in your Trello checklist. This interaction ensures that with any changes to contact types in Copper, a checklist item is promptly created in Trello, seamlessly keeping your contact details up-to-date. Streamline your contact management process with this efficient integration between Copper and Trello.

  1. When this happens...
    CopperCopper
    Updated Contact Type

    Triggers when a Person's Contact Type is changed.

    TriggerInstant
  2. automatically do this!
    TrelloTrello
    Create Checklist Item in Card

    Creates a new checklist item in a card.

    ActionWrite
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Supported triggers and actions

  • Copper triggers, actions, and search

    New Company

    Triggers when a new Company is created in Copper.

    Trigger
    Instant
    Try It
  • Copper triggers, actions, and search

    New Opportunity

    Triggers when an Opportunity is created in Copper.

    Trigger
    Instant
    Try It
  • Copper triggers, actions, and search

    New Project

    Triggers when a new Project is created in Copper.

    Trigger
    Instant
    Try It
  • Copper triggers, actions, and search

    Updated Company

    Triggers when a Person's Company is changed.

    Trigger
    Instant
    Try It
copper logo
copper logo

About Copper

Copper is a Recommended for Google Workspace CRM that improves productivity and increases visibility across all your customer interactions.

Related categories

  • CRM (Customer Relationship Management)

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trello logo
trello logo

About Trello

Trello is a team collaboration tool that lets you organize anything and everything to keep your projects on task.
Learn more

Related categories

  • Project Management

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