Copper Action Automation For Workflows Documentation

Action Name: Create Task

  • Input Required: Enter the name of the task you want to create.

2.Due Date

  • Input Required: Provide the due date for the task.

3. Reminder Date

  • Input Required: Input the reminder date for the task.

4.Details

  • Input Required: Provide details for the task.

5.Tags

  • Input Required: Provide tags for the task, separated by commas.

6. Priority

  • Input Required: Specify the priority level for the task

7. Assignee ID

  • Input Required: Provide the ID of the user assigned to the task.

NB: Get this ID by using the action Search Task By Name.

Action: Search Task by Name

1. Task Name

  • Input Required: Provide the name of the task you want to search for.

Action: Update Task

) TASK ID

  • Input Required: Please provide the ID of the task you want to update.

NB: Get this ID by using the action Search Task By Name.

2) NAME

  • Input Required: Provide the new name for the task.

3) DETAILS

  • Input Required: Enter the updated details for the task.

4) DUE DATE

  • Input Required: Please provide the new due date for the task.

5) REMINDER DATE

  • Input Required: Specify the reminder date for the task.

6) TAGS

  • Input Required: Provide tags for the task (if applicable).

7) PRIORITY

  • Input Required: Specify the priority level for the task.

8) ASSIGNEE ID

  • Input Required: Enter the ID of the user assigned to the task.

NB: Get this ID by using the action Search Task By Name.

Action Name: Delete Task

1) TASK ID

  • Input Required: Provide the ID of the task you want to delete.

NB: Get this ID by using the action Search Task By Name.

Action Name: Create People

1) NAME

  • Input Required: Enter the name of the person you want to create.

2) EMAIL

  • Input Required: Input the email address of the person.

3) PHONE NUMBER

  • Input Required: Please provide the phone number of the person.

Action: Search People By Email

1) PEOPLE NAME

  • Input Required: Enter the name of the person you want to search for.

Action Name: Search People By Email

1. PEOPLE EMAIL

  • Input Required: Provide the email address of the person you want to search for.

Action Name: Update People

1) PEOPLE ID

  • Input Required: Please provide the ID of the person you want to update.

NB: Get this ID by using the action Search People By Name.

2) NAME

  • Input Required: Provide the new name for the person.

3) EMAIL

  • Input Required: Input the new email address for the person.

4) PHONE NUMBER

  • Input Required: Enter the new phone number for the person.

Action Name: Delete People

1) ID

  • Input Required: Please provide the ID of the person you want to delete.

NB: Get this ID by using the action Search People By Email.

Action Name: Create Project

1) PROJECT NAME

  • Input Required: Input the name of the project you want to create.

2) ASSIGNEE ID (PROJECT OWNER)

  • Input Required: Enter the ID of the user you want to assign as the project owner.

NB: Get this ID by using the action Search Project By Name.

3) DETAILS

  • Input Required: Please provide details for the project.

Action Name: Search Project By Name

1) PROJECT NAME

  • Input Required: Input the name of the project you want to search for.

Action Name: Update Projects

1) PROJECT ID

  • Input Required: Input the ID of the project you want to update.

NB: Get this ID by using the action Search Project By Name.

2) PROJECT NAME

  • Input Required: Provide the new name for the project.

3) DETAILS

  • Input Required: Provide the updated details for the project.

Action Name: Delete Projects

1) PROJECT ID

  • Input Required: Please provide the ID of the project you want to delete.

NB: Get this ID by using the action Search Project By Name.