Create folders in Samepage for new companies in Copper
Effortlessly organize your client information with this Copper-Samepage automation. When a new company is added in Copper, a corresponding folder will be created in Samepage, allowing you to keep all relevant documents and files neatly organized. Save time and improve efficiency with this simple yet effective workflow.
Effortlessly organize your client information with this Copper-Samepage automation. When a new company is added in Copper, a corresponding folder will be created in Samepage, allowing you to keep all relevant documents and files neatly organized. Save time and improve efficiency with this simple yet effective workflow.
- When this happens...New Company
Triggers when a new Company is created in Copper.
- automatically do this!Create Folder
Creates a new folder in your organization.
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