Update Wodify Core clients when companies are updated in Copper
Keep your Copper and Wodify Core client information up-to-date with this seamless workflow. Whenever a company is updated in Copper, this automation will add or update the corresponding client in Wodify Core, ensuring your data stays consistent and accurate across both platforms. Save time and effort by streamlining your client management process.
Keep your Copper and Wodify Core client information up-to-date with this seamless workflow. Whenever a company is updated in Copper, this automation will add or update the corresponding client in Wodify Core, ensuring your data stays consistent and accurate across both platforms. Save time and effort by streamlining your client management process.
- When this happens...Updated Company
Triggers when a Person's Company is changed.
- automatically do this!Add/Update Client
Adds or updates a client.
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