Workflow automation

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  • 58 Topics
  • 143 Replies

58 Topics

K
KyleLSNew Participant
asked in Workflow automation

Filter by inactive days but some Opportunities have waiting periods

Our use case: We need a way to get/create a comprehensive list of all opportunities that haven’t had any interaction for longer than 14 days Some opportunities have a waiting period though Opportunities with waiting periods should be excluded from the list until their waiting period is over  Waiting periods can be any length of timeWhat I’ve tried:Filter by inactive days Includes opportunities still in their waiting period Add an activity towards the end of the waiting period, then filter by inactive days Cannot log an activity in the future  Add a new custom date field called “wait until”, then filter by inactive days and “wait until” date Filters can’t include results where the “wait until” field is null Add custom boolean called “To-Contact”, add workflow automation that checks inactive days and “wait until” date and sets “To-Contact” to true if inactive days>14 and “Wait until” = before today (or null). Then filter by “To-Contact”  Workflow automation trigger “check once a da

3
K
5 days ago
R
RTM123New Participant
posted in Workflow automation

Leads Section: Individual lead: Website

The website link is not formatted correctly and when you click on it it goes to a broken page.  How to I globally change the format or fix the link?

3
Michelle from Copper
Copper Employee
17 days ago
K
KylarNew Participant
asked in Workflow automation

Logic within Copper

I’m wondering if I can use Logic within Copper to automate something that usually is manual. For example if I were to move a task into the progress bar and it stays there for 3 days it would create a task automatically and send it to someone else so they can take care of it. Is it possible to use Logic to automate this since copper does not have it currently.

1
Michelle from Copper
Copper Employee
25 days ago
B
bozyetisNew Participant
asked in Workflow automation

Decimal monetary values less 1$

Dear Copper Team, I have a custom currency variable that might be between $0 and $1 (i.e let’s call variable 1 = $0,08).And I have a second variable which is number. (i.e variable 2 = 1000)  I’ve noticed that when I try to use them for my workflow automation to (calculate variable 1 *  variable 2) Copper doesn’t calculate final results. It seems it doesn’t work when the currency value is less than 1😥. Could you please check it? It’s important for my reporting.Thanks

3
Michelle from Copper
Copper Employee
27 days ago
C
curtbrianNew Participant
asked in Workflow automation

Formulas in automation

Hello Is there a list of commonly used formulas somewhere we can access if we wish to add a formula to an automation? I cannot find a place in Copper that has a guide, so when it comes to writing formulas, I don’t know where to start Help is appreciatedCurt

2
Michelle from Copper
Copper Employee
28 days ago
C
curtbrianNew Participant
asked in Workflow automation

I am stuck on automation

Hello I am trying to create a task.  Specifically I need a reminder sent to me anytime 14 days have gone without contact with a new leadI found an article on this specifically and have been following it, but the fields under “Action” in the article are different from the fields Who should I list for Primary Contact?  I tried to put myself, but when I started to type my name, other names came up, but not mine Who should I put for Last name, first name, title, street, city?   Help appreciatedCurt  

5
Michelle from Copper
Copper Employee
28 days ago
C
curtbrianNew Participant
asked in Workflow automation

Not understanding the workflow automation

Hello I am new to Copper and thus far, it is great I have watched a few videos on automation, but when you get into the details of triggers, and this does that and so on, it is a bit confusing Here is what I want to doThere are 2 types of people I want this automation to work forleads in my pipeline Other peopleI want to set up automation that will send an email when I have gone 30 days without contact Any ideas? Also, if there are some resources that go more in depth with how the triggers and automation works that is great too 

0
C
1 month ago
C
cat_adminNew Participant
asked in Workflow automation

Workflow Automation: count x days after Opportunity closed (Won, Lost or Abandoned) for specific people (Tag:Vip) and create task

Hi Everyone, I’m looking to identify a few contacts with a tag (example: Vip) AND if last opportunity closed (won, lost or abandoned) is above 42 days (from last opportunity closed) , create an automatic follow up task for a team. Is this possible?  

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

Workflow Automation Recipe help for moving opportunities to a different pipeline stage based on a custom field date

Hello everyone!I need some help creating a workflow recipe for one of our pipelines. We have a pipeline that tracks all of our current customers that have purchased software. Each customer is required to renew their annual support every 12 months so this pipeline has the following stages:Current 6 months from Expiring 90 days from Expiring 30 days from Expiring ExpiredEach opportunity also has a custom date field called Paid Date. When a customer is 180 days past the Paid Date, the opportunity should be in the 6 months from Expiring Stage (and so on with the other stages).What I want to do is create a workflow that checks the Paid Date once a day and moves the opportunity to the correct stage based on how many days it’s been since the Paid Date. So that would mean:Any Opportunity in the Pipeline where the Paid Date is less than 179 days prior to the current date would be in the Current Stage of the Pipeline Any Opportunity in the Pipeline where the Paid Date is between 180 and 269 days

6
Michelle from Copper
Copper Employee
1 month ago
C
celinenguyenNew Participant
asked in Workflow automation

Keep unsubscribe contacts from being added back

with those contacts that want to unsubscribe, how do we record them so that they will no longer be contacted? I can delete them from copper, however if later another colleague adds them back in without knowledge that they have unsubscribed previously, and the colleague contacted the person again, it is a real problem.

3
Michelle from Copper
Copper Employee
1 month ago
K
KelseaNew Participant
asked in Workflow automation

Commission Automation

I followed the instructions for the commission calculator in Workflow Automations, adjusting it to my own needs, when I put in the formula used, I changed “Commission Rate” to “Revenue Split” since that is the name of the field I have (Field key = Rev_Split) but...it came back with an error titledUnsupported Variable: [‘monetary_value’] What is monetary_value supposed to be representing in this workflow recipe? I don’t see it mentioned anywhere else in the doc: “Example Workflow Automation: calculating commision” The point of this automation is to make “Prep Revenue” = 50% of “Contract Price”50% is represented by “Revenue Split”Attached are screenshots of the error when entered as-is in the Copper Example, and the error when I changed “monetary_value” to “Contract_Price”TIA for your help!  

1
Michelle from Copper
Copper Employee
2 months ago
K
kevinjholtzmanNew Participant
asked in Workflow automation

Workflow Automation when Logging and Activity

Can we automate the native Copper that when logging an activity (phone call, meeting, email, etc) that it create a new (future) date to follow up?

1
Michelle from Copper
Copper Employee
2 months ago
A
andrewbermudezNew Participant
asked in Workflow automation

Automatically Linking to an Opportunity that auto-creates another Opportunity?

We currently have a workflow automation that creates a new opportunity in a different pipeline when the original opportunity is Closed-Won. This automation creates the new opportunity and pushes the Opportunity ID of the original opportunity to a field called, “Related Opportunity” Instead of just pushing the ID of the original opportunity, we’d like to push the URL link to the original oppportunity. How do we do this? 

1
Michelle from Copper
Copper Employee
2 months ago
J
JayJ22New Participant
asked in Workflow automation

Creating a New Contact from details within an email

I receive leads through a third party -When the lead comes in, I receive an email from the third party. The email essentially says:The person below wants to speak to you about how you can help! Then it lists the prospect’s name, phone #, email address, zip code and the territory they represent to my business,  I am trying to automate the process of pulling this information and creating the client profile in my CRM - I have already tried Zapier and it’s not getting me the information or the timing that I want within a reasonable budget

2
Michelle from Copper
Copper Employee
2 months ago
D
DavidHirEngaged User
asked in Workflow automation

Can't get my workflow automation to trigger

I created the following automation but cannot get it to trigger: I’m sure I using the correct variable names.  It saves without error.  I have tried a number of variations but no triggering.

3
Michelle from Copper
Copper Employee
3 months ago
S
samrmNew Participant
asked in Workflow automation

Task/Bulk email automation

Instead of automating a “Task” reminder, is there a way of triggering a “Bulk” email template to automatically be sent according to specific criteria? For instance, automating an email to be sent to an Opportunity’s Primary contact, with a due date set to 60 days later (after an Opportunity’s Stage was changed).

1
Michelle from Copper
Copper Employee
3 months ago
L
lindaeNew Participant
asked in Workflow automation

Attach the same set if tasks to every opportunity

For each opportunity in each step of the pipeline, I want to attach the same set of tasks. I set-up a project with all the tasks, but I don’t see how to attach the project to the opportunity.  I also don’t see how the Project template would help, since it only contains three fields.  Please advise the best way to have the same group of tasks launched for each opportunity.

1
Michelle from Copper
Copper Employee
3 months ago
D
DavidNKNew Participant
asked in Workflow automation

Task management

I am beginning to use Tasks in Copper.  In my view, the only option for a task is open or complete.  How can I have the option of in-progress?  Is there an option to customize the task for in-progress, then complete?  Binary choices limit the use of tasks

3
Michelle from Copper
Copper Employee
3 months ago
L
Lori KEngaged User
asked in Workflow automation

Prevent Duplicate Opportunities by Matching Names

I have a workflow set up where it would create a new opportunity with a specific naming format using a formula when a checkbox on a Person account is checked to "true". A user can inadvertently check, uncheck and check box again and that would create duplicate opportunities.Since Opportunity names are not unique, I want to know if there is a way to create a workflow that would prevent an opportunity record from being created if another opportunity exists with the same matching opportunity name.Feel free to re-post this as an idea or merge with another related post.

2
Michelle from Copper
Copper Employee
3 months ago
M
mkaneNew Participant
asked in Workflow automation

Email Templates

I have several email templates so there is a long list to select from. Is there a way I can reorder the list so that the most frequently used templates appear at the top of the list? Thank you.

0
M
4 months ago
C
celinenguyenNew Participant
asked in Workflow automation

Filter contacts by number of views of an email

(if i launched a mass email campaign) how can i filter those people who open my email an X number of times?

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

Project Creation from Opportunities

I can see that when marking an opportunity as Won you can immediately create a Project. I see that the resulting project will pull information from the opportunity, including the company, owner, description, and the activity log. How do I get it to pull in other custom fields in the Opportunity that are identical in the resulting Project?

5
Michelle from Copper
Copper Employee
5 months ago
G
GiliEngaged User
asked in Workflow automation

Using workflow automation to create a task, tried to use tag as trigger

Hi,I am trying to create an automated task, depending on the department/deal in the opportunity will go to the correct person.I tried to use tags as my defining trigger but for some reason that did not work.I set it it as follows:Trigger: When a specific field is updated on an opportunityTrigger conditions:Stage: when it equals standard XPipeline: equals standard YTags: equals standard Z All of the conditions are met (AND)Action:Create Task:Name: Use Formula CONCAT(name, ': Review Candidate Details')Activity Type: Standard To DoOwner: Standard (Me)Description Standard Review Candidate   (If this above would have worked, I would have created workflow automation with the next tag for the next person), however, when testing, i did not receive any tasks. Where am i going wrong? 

5
Michelle from Copper
Copper Employee
5 months ago
L
luveNew Participant
asked in Workflow automation

Workflow Automation, I don't get it.

I work for an insurance company, I’m trying to automate some of the mundane task so workflow is easier and faster. It’s a two person company.Here’s the flow right now - She sends me base quote in drive. Then she messages me that it’s there. I create a quote document for coverages. I send it back to her. She sends this quote to the coverage insurance to see if they are willing to cover. Sometimes they don’t get back to her and she forgets. Driver is waiting and we may loose the opportunity. Here’s where I want copper to come into play, I’ve been playing around with the workflow settings but can’t seem to get it down correctly or know the best way to go about this.She sends me an email and tags it with special tag → that tag triggers a new task for me → I am able to view this task with the email details attached to it in the copper side panel of Gmail. → I complete the task, reply back to the email, and tag the email as another special tag → Tag triggers the former task to be completed →

1
Kevin from Copper
Copper Employee
5 months ago
M
Molly PNew Participant
asked in Workflow automation

Automate recurring tasks

Hi! I would like to automate a recurring task but I’m not sure if this can be done. I would like to set it up so that when a client changes to a specific contact type it will set up a task for me to call them every Thursday at 10:30. Can this be done? I’m seeing where I can do that on an individual client or where I can automate something to happen X number of days after the contact type is changed but not a mix of the two. Thank you!

2
Michelle from Copper
Copper Employee
5 months ago

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