Creating a new Opportunity from a new Company automation

  • 8 December 2022
  • 1 reply

I have an automation set up to create a new opportunity when a new company is created with a certain contact type. How do I make sure that the new company is associated to the opportunity? I feel like I’ve tried every possible formula, but it won’t let me use company_id or company_name. 


Best answer by Michelle from Copper 8 December 2022, 22:17

View original

1 reply

Userlevel 7
Badge +7

Hi @Keely R, thanks for posting!

So, you have a workflow automation that says: when a new company is created, create an opportunity. This is how I recommend setting that up:

For company, the formula you use is just id.

Intuitively, it makes sense that you tried company_id and company_name. But the system is calling the info from the Company record, where it’s just called id, not company_id.

The same goes for the Company name; it’s stored on the Company as name, not company_name.

Give it a try and lot me know how it goes!