Create Copper Tasks with a Rule

On the Enterprise plan, once you connect your Copper Account , you can use Rules to create Copper Tasks automatically.

Setting up your rule in Mixmax

To access Rules, go to your Mixmax dashboard, then click Rules in the sidebar on the left.

Click on the New Rule button to create your rule. Then choose a Trigger for your rule. Visit this article to learn more on rule Triggers, Filters and Actions.

Next, you can set your filters. The filters are the conditions that this rule needs to meet (or not meet) in order to continue.

Once you have setup your trigger and filter(s), then click on ADD ACTION and select Copper from the list

On the next screen, enter a Name and Description for your Copper task

When you’re finished setting up your rule with a trigger, filter(s) and Copper action, click the Activate & Close button to save and turn on your rule.

Reviewing your tasks created in Copper

After your rule fires depending on the trigger and filter(s) you have set up, you can view the tasks created in Copper by going over to your Task view list