Create contacs in Xero when new opportunities reach specified stages in Copper
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.
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.
- When this happens...Updated Opportunity Stage
Triggers when an Opportunity's stage is changed.
- automatically do this...Only continue if...
Set up rules to specify when this Zap can continue running.
- then do this!Create/Update Contact
Triggers when you add a new contact.
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