Create OneNote notes for updated Copper companies in a designated section
Stay on top of company updates in Copper by effortlessly creating notes in OneNote. With this workflow, every time there's an updated company record in Copper, a new note will be added to a specified section in OneNote. Keep your team informed and organized by streamlining the process of documenting important company changes.
Stay on top of company updates in Copper by effortlessly creating notes in OneNote. With this workflow, every time there's an updated company record in Copper, a new note will be added to a specified section in OneNote. Keep your team informed and organized by streamlining the process of documenting important company changes.
- When this happens...Updated Company
Triggers when a Person's Company is changed.
- automatically do this!Create Note in Section
Triggers when a new note is created in a notebook/section.
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