Update CheckFlow checklists when companies are updated in Copper
Stay on top of company updates with this efficient workflow. When a company's information is updated in Copper, it will automatically create a new checklist in CheckFlow to track the changes. This ensures that you're always up to date with the latest company details, simplifying your task management and keeping your teams informed.
Stay on top of company updates with this efficient workflow. When a company's information is updated in Copper, it will automatically create a new checklist in CheckFlow to track the changes. This ensures that you're always up to date with the latest company details, simplifying your task management and keeping your teams informed.
- When this happens...Updated Company
Triggers when a Person's Company is changed.
- automatically do this!Create Checklist
Creates a new checklist.
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