Update Radius Agent clients when Copper companies change
Effortlessly maintain your client list with this efficient workflow between Copper and Radius Agent. When a company is updated in Copper, a new active client is instantly created in Radius Agent. This smooth process saves time and ensures the most accurate information is available for effective client management.
Effortlessly maintain your client list with this efficient workflow between Copper and Radius Agent. When a company is updated in Copper, a new active client is instantly created in Radius Agent. This smooth process saves time and ensures the most accurate information is available for effective client management.
- When this happens...Updated Company
Triggers when a Person's Company is changed.
- automatically do this!Create Active Client
Creates a new active Client
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