Create and submit Cflow requests for new Copper people
Efficiently streamline your data entry process by connecting Copper and Cflow with this automation. When a new person is added in Copper, a request will be created and submitted in Cflow, saving you time and reducing manual tasks. Simplify your workflow and boost productivity with this seamless integration.
Efficiently streamline your data entry process by connecting Copper and Cflow with this automation. When a new person is added in Copper, a request will be created and submitted in Cflow, saving you time and reducing manual tasks. Simplify your workflow and boost productivity with this seamless integration.
- When this happens...New Person
Triggers when a new Person is created in Copper.
- automatically do this!Create a Request and Submit
Creates a new request in the selected process, populates the fields and submits it for processing. All field validations and rules are evaluated and the request may move to next stage based on the rule conditions. Also triggers the necessary email notifications.
- Free forever for core features
- 14 day trial for premium features & apps