Create partners in freee from updated companies in Copper
Keep your Copper and freee accounts seamlessly connected with this efficient workflow. Whenever a company is updated in Copper, a partner will be created in freee. This automation helps you save time and ensures accurate information across both platforms, streamlining your business management processes.
Keep your Copper and freee accounts seamlessly connected with this efficient workflow. Whenever a company is updated in Copper, a partner will be created in freee. This automation helps you save time and ensures accurate information across both platforms, streamlining your business management processes.
- When this happens...Updated Company
Triggers when a Person's Company is changed.
- automatically do this!Create Partner
Creates a new partner.
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