Advanced Rules are available on the Mixmax Enterprise plan only. Check out our pricing page for more information.
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. Check out the Rules overview to learn more about rule Triggers, Filters, and Actions.
Next, you can set your filters. The filters are the conditions this rule needs to meet (or not meet) to trigger.
Once you have set up your trigger and filter(s), click 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:
