Create new Proposify proposals when Copper deals reach a certain stage
The client is ready to talk numbers and there's no time to waste. With this automation, as soon as your deal moves to the proposal stage, Zapier will automatically create a proposal and advance the deal to the next stage in Copper. Let's close that deal - automatically!
The client is ready to talk numbers and there's no time to waste. With this automation, as soon as your deal moves to the proposal stage, Zapier will automatically create a proposal and advance the deal to the next stage in Copper. Let's close that deal - automatically!
- When this happens...Updated Opportunity Stage
Triggers when an Opportunity's stage is changed.
- automatically do this...Create Proposal
Creates a new proposal.
- then do this!Create/Update Opportunity
Creates or Updates an Opportunity based off of a match criteria.
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