Create monday.com items when Copper opportunities are won
When an opportunity is closed as won in Copper, you may want to create an item on a specific board in monday.com. Copper is used as the sales platform, while monday.com is used as the productivity tool by the implementation team. By automatically creating an item within monday.com, it streamlines and assures that projects aren't missed and hand-off between sales and project teams happen.
When an opportunity is closed as won in Copper, you may want to create an item on a specific board in monday.com. Copper is used as the sales platform, while monday.com is used as the productivity tool by the implementation team. By automatically creating an item within monday.com, it streamlines and assures that projects aren't missed and hand-off between sales and project teams happen.
- When this happens...Updated Opportunity Status
Triggers when an Opportunity's status is changed.
- automatically do this...Only continue if...
Set up rules to specify when this Zap can continue running.
- then do this!Create Item
Create a new Item in a board
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