Create SimplyNoted custom cards for new Copper companies
Easily streamline your onboarding process with this Copper and SimplyNoted integration. When you add a new company in Copper, this workflow will create and send a custom card through SimplyNoted automatically. Save time by eliminating manual tasks, while making a personalized impression on your new contacts.
Easily streamline your onboarding process with this Copper and SimplyNoted integration. When you add a new company in Copper, this workflow will create and send a custom card through SimplyNoted automatically. Save time by eliminating manual tasks, while making a personalized impression on your new contacts.
- When this happens...New Company
Triggers when a new Company is created in Copper.
- automatically do this!Send Custom Card
Sends a custom card to a new recipient.
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