Create new TrueReview requests for newly added Copper companies
Effortlessly manage your new clients with this Copper and TrueReview integration. When a new company is added in Copper, it automatically creates a request in TrueReview, saving you considerable time and ensuring a seamless onboarding process. Enhance your efficiency and stay organized by implementing this workflow into your client management routine.
Effortlessly manage your new clients with this Copper and TrueReview integration. When a new company is added in Copper, it automatically creates a request in TrueReview, saving you considerable time and ensuring a seamless onboarding process. Enhance your efficiency and stay organized by implementing this workflow into your client management routine.
- When this happens...New Company
Triggers when a new Company is created in Copper.
- automatically do this!Create Request
Creates a request
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