Create Docubee workflow instances for new Copper companies
Efficiently manage your new company onboarding process with this Copper and Docubee integration. When a new company is added in Copper, it will automatically trigger a workflow instance in Docubee, ensuring a smooth and organized transition. Save time, reduce manual work, and streamline your onboarding tasks with this seamless automation.
Efficiently manage your new company onboarding process with this Copper and Docubee integration. When a new company is added in Copper, it will automatically trigger a workflow instance in Docubee, ensuring a smooth and organized transition. Save time, reduce manual work, and streamline your onboarding tasks with this seamless automation.
- When this happens...New Company
Triggers when a new Company is created in Copper.
- automatically do this!Start a Workflow Instance
Sends data to start an OnTask Workflow Template
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