Create FileInvite invites for updated Copper persons
Keep your contact list updated and send out important documents seamlessly with this efficient workflow. When a person's information is updated in Copper, an invite will instantly be created in FileInvite without any manual intervention. Save time, streamline your process, and ensure contacts always receive the documents they need when their details change.
Keep your contact list updated and send out important documents seamlessly with this efficient workflow. When a person's information is updated in Copper, an invite will instantly be created in FileInvite without any manual intervention. Save time, streamline your process, and ensure contacts always receive the documents they need when their details change.
- When this happens...Updated Person
Triggers when a Person is changed.
- automatically do this!Create Invite
Creates a new invite for an existing person.
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