Copper + Filter by Zapier + Oneflow
Create Oneflow contracts when opportunity status is updated in Copper
Automatically create a Oneflow contract, update the primary point of contact, and send a link back to Copper CRM when the stage opportunities are updated.
Automatically create a Oneflow contract, update the primary point of contact, and send a link back to Copper CRM when the stage opportunities are updated.
- When this happens...Updated Opportunity Stage
Triggers when an Opportunity's stage is changed.
- automatically do this...Only continue if...
Set up rules to specify when this Zap can continue running.
- then do this...Create Contract
Create a new Oneflow contract
- then do this...Add Participant
Add a new participant to a Oneflow contract
- then do this!Create Activity
Logs a new Activity on a Person, Company, Opportunity, or Lead.
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About Copper
Copper is a Recommended for Google Workspace CRM that improves productivity and increases visibility across all your customer interactions.
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About Filter by Zapier
Only allow a Zap to proceed when a certain condition is met. For example, if you're sending a text message when you receive a new email, you could use a Filter that only sends a text message when the email received is from a certain address.
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About Oneflow
Oneflow is a digital platform that automates entire contract process from creating, signing and sending.