How to Update related Company from Opportunity from Workflow Automation

  • 14 December 2021
  • 3 replies

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 14 December 2021, 18:09

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Userlevel 7
Badge +7

Hi @DavidM, unfortunately there’s no way to achieve this using workflow automation. With workflow automation, you can only do updates on the same record that triggered it (in this case that would be the opportunity). I encourage you to post this as an Idea because I think it’s a good one to get in front of the product team.

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.

Userlevel 7
Badge +7

@DavidM That’s great! I do find Zapier useful for Copper-to-Copper automations, especially anything involving paths or filters.

Feel free to post any other questions that might come up!