In Workflow Automation (WFA), an Opportunity is updated.
How can I update the related Company record as an action from the above trigger?
Best answer by Michelle from Copper
View originalIn Workflow Automation (WFA), an Opportunity is updated.
How can I update the related Company record as an action from the above trigger?
Best answer by Michelle from Copper
View originalHi
Some folks use Zapier to achieve this functionality because it has the ability to “search” for records.
I hope that answers your question!
Thanks Michelle - I was hoping for a different answer, but I expected the one you gave me! ;-)
We are Zapier users and so I will go down that path.
Thank you for your time.
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