Create contacs in Xero when new opportunities reach specified stages in Copper
When this happensStep 1: Updated Opportunity Stage
Then do thisStep 2: Create/Update Contact
When a deal is won, there's still work to be done. Cut out some of the admin steps with this automation. After you set it up, you'll automatically create a contact record in Xero, or update an existing record, as soon as any opportunity in Copper reaches a stage that you specify.
How this Copper-Xero integration works
- An opportunity is moved to a designated pipeline stage, ie "Send Invoice"
- Zapier creates an invoice and person record in Xero for that opportunity