Create new Well World clients from new Copper companies
Effortlessly streamline your client management process with this Copper and Well World integration. When a new company is added in Copper, this workflow will simultaneously register the client in a group in the Well World app. Save time and improve your efficiency by automating this essential task while ensuring all client data remains consistently updated across both platforms.
Effortlessly streamline your client management process with this Copper and Well World integration. When a new company is added in Copper, this workflow will simultaneously register the client in a group in the Well World app. Save time and improve your efficiency by automating this essential task while ensuring all client data remains consistently updated across both platforms.
- When this happens...New Company
Triggers when a new Company is created in Copper.
- automatically do this!Register Client in Group
Creates a new client in a group.
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