Workflow automation

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  • 119 Topics
  • 314 Replies

119 Topics

C
Cody.SuttonNew Participant
posted in Workflow automation

Help with automations

Hi there. I was messaging today as I see a lot of workflow automations for Pipeline and such. But how much can you set up for the other side of things like when updating a companies or something?I am looking to set things as simple as.When i log a Breeze Session - Change Status from Education to adoptionOr when I set a calendar session for a bs change it from engagement to education and so on?Is that possible or is it mostly set up for stuff like pipeline?

0
C
5 days ago
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iHillNew Participant
asked in Workflow automation

Automation for duplicating opportunities into a different pipeline

I am trying to create dynamic pipelines. When we've move a person through our BASICS pipeline and they've filled out a placement application I want to be then able to clone the opportunity into our Community pipeline that follows up with onboarding, placement, and satisfaction reviews.I've spent a few hour following past videos and forums but nothing I'm doing seems to be working. I know there is a way to move people from one pipeline to the next but I was hoping to keep the original opportunity in place so that I can have it recorded as “won” in our BASICS pipeline.thank you for helping.

2
I
18 days ago
C
CathyCEngaged User
asked in Workflow automation

Data Validation Reminder Before Updating to Won

We have a pipeline that uses automation to clone an opportunity into two successor pipelines when the original opportunity is moved to won. We would like to remind the user to Verify/Update key data fields before marking an opportunity as “Won”, so the data automatically flows through and we don’t have to manually update the data on the cloned opps in the two successor pipelines. What is the best way to accomplish this? 

7
C
27 days ago
A
ARCOInspirational User
asked in Workflow automation

Workflow automation - populate an existing field with a date 1 year later

I am using a workflow automation to create a duplicate opportunity, but with an updated name. In the existing opportunity I have a date field named “This report FYE”. When the automation runs, is it possible to put in a formula for this field (on the newly created opportunity) to have a date that is 365 days later than the original opportunity?

3
A
1 month ago
D
ddettenmayerEngaged User
asked in Workflow automation

Task Automation When Task is complete

I am trying to create a workflow that autogenerates a task when another task with a certain tag is completed after a certain date. I’ve tried multiple times but cannot get this to work. Is task completion not a variable seen as a specific field/a task being updated?  Is there anyway to automate a task when another task is completed?

12
S
1 month ago
V
vanceism7New Participant
asked in Workflow automation

Duplicate a deal 6 months before it closes

Hello,I’m trying to create an automation to duplicate a deal once its 6 months or less from closing. I’ve created an automation with the following trigger:`Close Date` - `equals` - `Use a Formula` - `DATEADD(close_date, -180)`I’ve also tried the formula `DATEADD(GETVALUE(close_date), -180)`I’ve tested this a number of times and so far the new deal has not successfully been created. I’m wondering if I’m doing something wrong in the formula or maybe something else is off?Here’s the action that tries to create the duplicate: Thanks for the help!

2
Michelle from Copper
Copper Employee
1 month ago
S
SeanRNew Participant
asked in Workflow automation

Auto response to new signup

I have landing page + Zap set up to send my Copper account new enrollees. I want to set up an email to automatically respond and provide a PDF. Can I do this with Copper?

1
Michelle from Copper
Copper Employee
1 month ago
A
ARCOInspirational User
asked in Workflow automation

Can I use a workflow automation to create a task that is due 6 months after another custom date field?

I don’t have this custom field yet, because I want to know if this automation would work before I create a new field. But, can I have a workflow automation create a task based on a custom date field? So if the date in the custom date field is 12/31/2024, can an automation make a task due 6 months before that custom date?

3
Michelle from Copper
Copper Employee
1 month ago
S
sergioNew Participant
asked in Workflow automation

NULL Function in Workflow automation

Hello,I’m trying to fulfill automaticly a field when a task is created, and the function null I use for checking if the field is empty or not doesn’t work. Actually, my workflow automation looks like that: When a task is created,If the fiel “email opportunity” is emptyThen (Action) Update task and fullfil this field with the related email adress.  But the problem is that the workflow doesn’t work. See picture below:NULL function not functioningResult (nothing appears in the field email opportunity) 

7
Michelle from Copper
Copper Employee
1 month ago
R
RobertMplsNew Participant
asked in Workflow automation

Triggering on No (null) Inactive Days

I created a workflow automation that should trigger on any person who does not have inactive days. These are people who were mass imported, and the sales team should get a task to reach out to them. Here are my conditions:  It’s set up to create tasks, but it never does. I’m confident that the inactive days condition is what isn’t being met. If I pull that condition out it will create the tasks. Based on my reading of the documentation, using Use a Formula and NULL (all caps) is the right way to do it. Thanks in advance.

6
Michelle from Copper
Copper Employee
2 months ago
E
emma.enogiaNew Participant
asked in Workflow automation

Inactive days reset when a field in update

Hello,I wonder how we can reset the inactive days with a workflow automation?The inactive days don’t take into account the phone call we can have with the client, so sometimes it doesn’t reflect the good info. I would like to create a worklfow automation when the field “last contacted” is filled then the innactive days is reset to 0, is it possible?Are there other possibilities to reset the inactive days ?  Thanks , Emma

3
Michelle from Copper
Copper Employee
2 months ago
B
BridgetNew Participant
asked in Workflow automation

Deleting a Automated Task

Hello Community,I am updating our automated tasks and want to delete some task that are no longer needed and the delete function will not delete the task. I click Delete at the automated task list, it opens that task and I click delete again and it returns to the list of tasks and the deleted task remains. Any help would be greatly appreciated. Bridget 

2
Michelle from Copper
Copper Employee
2 months ago
M
matt.dickinsonNew Participant
asked in Workflow automation

How do I have Opportunities "inherit" tags from the related people?

We recently held an event that had over 100 attendees. I have added as specific tag to all of these attendees into copper on their People record. Some of those people records are related to Opportunities in my Pipeline and I want to add the tag for this event to the opportunities. Is there an easy way to have the Opportunity record “inherit” the tags from the people record(s) that are related to it? I didnt see a straight-forward way to do this via a workflow but perhaps I am missing something? I know I can manually go to each opportunity and add in the Tag but I am hoping there is a fast, easier, more automated way to accomplish this. Any help would be greatly appreciated! 

2
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2 months ago
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astertalentNew Participant
asked in Workflow automation

Mapping for import with CSV

I don’t understand how when I get the template for importing contacts, they do not at all map to what I see in Copper or in the Gmail extension. For example, it says “Phone” but not “Work Phone” or “Mobile Phone”It doesn’t seem to make sense that there would not be consistency. And none of the options in “Category” relate to my question  

2
prozaro
3 months ago
A
AshishNew Participant
posted in Workflow automation

Need to move data from one area to another

Hi, I’m new to copper and I noticed that we capture data for Source and Medium and a few others under people, but in the sales opportunity funnel that information is blank. Is there a way to pass that data through? I don’t know if I have the proper permissions to do that.

2
A
3 months ago
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Gabriele ZemaityteNew Participant
asked in Workflow automation

End of the Day summary automation

Hey All, We would like to produce some summary emails for our upper management with relevant activity (i.e. all the new contacts and opportunities added that day). I assume this could be achieved through automation. Does anyone have anything similar set up?Could anyone advise? Thank you in advance! 

3
Michelle from Copper
Copper Employee
3 months ago
E
emma.enogiaNew Participant
asked in Workflow automation

Workflow automation when there is a change

Hello, I want to create a workflow automation that put the updated date when the close date of my project or the value is updated but I can’t make it work as I can only chosse (less, greater or equal) How can I make it work? Thanks,  

1
Michelle from Copper
Copper Employee
3 months ago
Jagatelife
JagatelifeInspirational User
asked in Workflow automation

Unsupported Variable Error

I am getting an issue with adding a custom field to a Workflow automation.  Here is what I have entered: CONCAT("https://luxuryrehabs.com/",cf_profile_slug,"/")Attached is the error and a snapshot of the Manage field (Unsupported Variable) and showing the field (Profile Slug), not sure what I am missing here.

4
C
3 months ago
J
Jul RNew Participant
asked in Workflow automation

Google Contact Sync

Hi there, I let Copper sync all my google contacts before. Two questions: Is it possible to have an option to not sync the entire list? Although it assured me, that it would not import duplicates (previously imported contacts), it did and now I have my entire contact list in Copper two times… Is that a bug or will it be like this every time, that I want to automatically sync contacts from google contacts?Thanks for letting me know!Jul

1
Michelle from Copper
Copper Employee
4 months ago
D
DavidPNew Participant
asked in Workflow automation

gantt

Can I produce Gantt charts easly? please

1
Michelle from Copper
Copper Employee
4 months ago
E
Edward NashList views beta tester
asked in Workflow automation

What is the best way to auto send emails from changes in Copper?

Hello,When updating a field in a profile, I’d like a pre-existing email template sent to the contact on the profile.E.g. Change Contact Type from ‘Lead’ to ‘Customer’ = ‘Welcome Email Template’ sent .Is this something that is possible to achieve now, if so - how? And if not, is there anything on the road map for the implementation of this?Thanks,Ed

3
Michelle from Copper
Copper Employee
4 months ago
S
seif kazemNew Participant
asked in Workflow automation

Custom fields in the automation trigger conditions for "Check Once a Day" triggers

I would like to be able to set trigger conditions based on custom fields for the “check once a day” triggers, as they are accessible for the remaining triggers such as “When an opportunity is created” 

0
S
5 months ago
O
OffdutychiefNew Participant
asked in Workflow automation

Automatically create start date when opportunity is confirmed?

Is there a way to automatically add a “Start Date” for an opportunity as the date it was “Confirmed?” I currently have 4 stages of Opportunities, and when I get to the “Confirmed” stage, I will create triggers for tasks. I would like to add the triggers as (Start_Date, +1) (Start_Date, +10), etc. I’d love to be able to do this by not having to manually enter my start date into the opportunity. I think I have a handle on how to create the task triggers once I have the start date. Thanks in advance!Tim

2
Chris from Copper
Copper Employee
6 months ago
M
mkirkpatrickNew Participant
asked in Workflow automation

Logging activity when I send an email?

When I use the Copper platform to send a trackable email, why doesn’t it log an activity as “email”? I’d like to automate the tracking as much as I can - and today I have to send from the platform AND log the activity to show in reporting. 

1
Chris from Copper
Copper Employee
6 months ago
R
ryanopazEngaged User
asked in Workflow automation

Custom Field Key not recogized

I created a custom field, and am trying to clone it to a new pipeline, but I can’t. I set a custom field key for the custom field. And I just get this error: - Unsupported Variables ["travefy"] (travefy is the custom key I made) I have saved the key, it’s in the record. I deleted it and readded it, I logged out and in...appears there is no way to get it to recognize the key. 

5
R
6 months ago

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