Create new clients in Well World from new companies in Copper
Effortlessly streamline your client onboarding process with this Copper and Well World automation. When a new company is added to Copper, their details are instantly registered as a client in Well World, saving you time and ensuring timely client management. Boost your efficiency and never miss out on valuable client opportunities with this seamless workflow.
Effortlessly streamline your client onboarding process with this Copper and Well World automation. When a new company is added to Copper, their details are instantly registered as a client in Well World, saving you time and ensuring timely client management. Boost your efficiency and never miss out on valuable client opportunities with this seamless workflow.
- When this happens...New Company
Triggers when a new Company is created in Copper.
- automatically do this!Register Client
Creates a new client.
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