Automation

A Workflow Automation is an if/then statement that makes automatic changes in your Copper account. When the conditions of the if/then statement are met, a workflow automation rule can create or update a person, company, opportunity, project, or task record automatically.  In this section you'll find information about how Workflow Automation works, what it can do, and an ever growing collection of recipes for popular workflows.

Success at Copper avatarCopper Product avatar
2 authors11 articles