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Workflow 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.

  1. Copper Help Center
  2. Settings & Customization
  3. Workflow Automation
Workflow Automation
  • Automating your Account with Workflow Automation
  • Workflow Automation Recipes
  • Workflow Recipe - Automatically create Tasks from different triggers within Copper
  • Workflow Recipe - Clone a Won Opportunity
  • Workflow Recipe - Calculate Commission
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