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Copper + YouCanBookMe

Create vouchers in YouCanBook.Me for updated companies in Copper

Keep your bookings current with this efficient workflow that connects Copper and YouCanBook.Me. When a company is updated in Copper, this automation creates a voucher in YouCanBook.Me, ensuring your booking system always reflects the most recent information. Save time and minimize errors with this seamless integration between your CRM and booking platform.

Keep your bookings current with this efficient workflow that connects Copper and YouCanBook.Me. When a company is updated in Copper, this automation creates a voucher in YouCanBook.Me, ensuring your booking system always reflects the most recent information. Save time and minimize errors with this seamless integration between your CRM and booking platform.

  1. When this happens...
    CopperCopper
    Updated Company

    Triggers when a Person's Company is changed.

    TriggerInstant
  2. automatically do this!
    YouCanBookMeYouCanBookMe
    Create Voucher

    Issue a voucher or coupon for one of your profiles. Trigger this action with the correct code whenever you sell a booking voucher to someone. If you have set up vouchers in that profile's settings, the user will then be able to make a booking using it.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Entity TypeRequired

    • Activity TypeRequired

    Trigger
    Instant
    Try It
  • Copper triggers, actions, and search

    New Person

    Triggers when a new Person is created in Copper.

    Trigger
    Instant
    Try It
  • Copper triggers, actions, and search

    New Company

    Triggers when a new Company is created in Copper.

    Trigger
    Instant
    Try It
  • Copper triggers, actions, and search

    New Opportunity

    Triggers when an Opportunity is created in Copper.

    Trigger
    Instant
    Try It
  • Copper triggers, actions, and search

    New Project

    Triggers when a new Project is created in Copper.

    Trigger
    Instant
    Try It
  • Copper triggers, actions, and search

    Updated Company

    Triggers when a Person's Company is changed.

    Trigger
    Instant
    Try It
copper logo
copper logo

About Copper

Copper is a Recommended for Google Workspace CRM that improves productivity and increases visibility across all your customer interactions.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

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youcanbookme logo
youcanbookme logo

About YouCanBookMe

Take bookings online. YouCanBookMe links to your calendar to allow your customers to book your services via the web.

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