Filter by Zapier + Schedule by Zapier + Copper
Create recurring opportunities in Copper
Have an opportunity that recurrs on a predictable schedule? Stop adding it manually to your CRM and use this automation. After you set it up, you can schedule the opportunity creation on a monthly basis. A filter step lets you choose an end date (ie create this opportunity every month until the end of the year).
Have an opportunity that recurrs on a predictable schedule? Stop adding it manually to your CRM and use this automation. After you set it up, you can schedule the opportunity creation on a monthly basis. A filter step lets you choose an end date (ie create this opportunity every month until the end of the year).
- When this happens...Every Month
Triggers every month, on the day(s) selected.
- automatically do this...
Creates a new Opportunity.
- then do this!Only continue if...
Set up rules to specify when this Zap can continue running.
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