Copper has created a number of advanced automations powered by tray.io. These automations connect system APIs together and facilitate the complex cross-platform workflows. There is a small monthly fee associated for each automation.
Which plan do I need to be on to set up an Advanced Automation?
You will need to be on our Professional or Business level plans as you will need access to the Copper API.
Can I customize my automation to have additional functionality?
Yes, depending on feasibility, most automations can be customized. Additional custom work may increase the cost of the automation.
Who do I contact if I have an to get started or have an issue?
You can contact your Customer Success Manager or submit a ticket with our Support team here.