Create Nusii Proposals clients from new Copper companies
Easily create new clients in Nusii Proposals whenever a new company is added in Copper with this efficient workflow. Once set up, this automation will take the relevant details from the newly added company in Copper and generate a new client in Nusii Proposals. Simplify your client onboarding process by streamlining the information transfer between Copper and Nusii Proposals, saving time and reducing manual data entry.
Easily create new clients in Nusii Proposals whenever a new company is added in Copper with this efficient workflow. Once set up, this automation will take the relevant details from the newly added company in Copper and generate a new client in Nusii Proposals. Simplify your client onboarding process by streamlining the information transfer between Copper and Nusii Proposals, saving time and reducing manual data entry.
- When this happens...New Company
Triggers when a new Company is created in Copper.
- automatically do this!Create Client
Creates a new client.
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