Question

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 appreciated

Curt


2 replies

Userlevel 4
Badge +3

You can see some formulas across the support area if you search for workflow recipes:

https://support.copper.com/hc/en-us/articles/360020679573-Workflow-Recipe-Clone-a-Won-Opportunity

Userlevel 6
Badge +5

@curtbrian, the link @alex posted is a great guide! For all our variables and functions you can check out this guide. But I’ll admit, it can be overwhelming so here’s a smaller list of the most common functions (with examples):

 

If you’re looking to achieve something specific I’m happy to help you with your formulas as well, either in this thread or in the other one you posted. Just let me know. Thanks Curt! 👍

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