Create new folders in ClickUp for every new company in Copper
Effortlessly organize your new clients with this streamlined workflow between Copper and ClickUp. Whenever a new company is added in Copper, a corresponding folder will be created in ClickUp, ensuring all relevant project information and documents are neatly stored and easily accessible. Save time and simplify your client onboarding process with this seamless automation.
Effortlessly organize your new clients with this streamlined workflow between Copper and ClickUp. Whenever a new company is added in Copper, a corresponding folder will be created in ClickUp, ensuring all relevant project information and documents are neatly stored and easily accessible. Save time and simplify your client onboarding process with this seamless automation.
- When this happens...New Company
Triggers when a new Company is created in Copper.
- automatically do this!Create Folder
Triggers when new folders are created.
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