Copper + FileInvite
Create FileInvite invites when Copper companies are updated
Effortlessly keep your Copper and FileInvite apps in sync with this seamless workflow. When a company is updated in Copper, it automatically triggers the creation of a new invite in FileInvite. Save time and streamline your processes, ensuring that every change in your CRM is reflected in your client onboarding tool.
Effortlessly keep your Copper and FileInvite apps in sync with this seamless workflow. When a company is updated in Copper, it automatically triggers the creation of a new invite in FileInvite. Save time and streamline your processes, ensuring that every change in your CRM is reflected in your client onboarding tool.
- When this happens...Updated Company
Triggers when a Person's Company is changed.
- automatically do this!Create Invite
Creates a new invite for an existing person.
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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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CRM (Customer Relationship Management)About FileInvite
FileInvite helps you collect documentation. Request files from clients, and the work to chase and collect them is fully automated for you.