Workflow automation

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  • 99 Topics
  • 250 Replies

99 Topics

J
JulieAbellaNew Participant
asked in Workflow automation

QUESTION: Is it Possible to automate individual email sending through Copper? If so, how?

Let’s you’ve created a stage in your pipeline, and what you want Copper to do is to send an email to the contact attached to that stage through automation.

1
alex
4 months ago
C
Charles_MNew Participant
asked in Workflow automation

Automatically switching contact types by switching company type

Hello all,  I am currently looking to optimize our usage of contact types to have better mailing lists.  Is it possible, in any way, shape or form, to automatically change all the contact types of all people associated to a company by changing the company’s contact type? We sometimes have up to 10 contacts in a company before landing the deal, so we wanted to make sure to speed up to processu when the potential client becomes a client and change everyone to Current clients in one click.  Thank you in advance!

1
Michelle from Copper
Copper Employee
5 months ago
Jagatelife
JagatelifeInspirational User
asked in Workflow automation

Workflow formula - Unsupported Variable

Hello!  I am trying to concat the address fields into a single field (City, State, Country).  When I try to add any of the address fields into Use Formula function, I get an error.  Any thoughts on if I am able to leverage these fields?

3
Michelle from Copper
Copper Employee
6 months ago
W
wigopNew Participant
asked in Workflow automation

Move from companies to leads

Hi Copper Team, Is there any possibility to push back from the company to lead? What we did before do it manually, going through to the company deleting them, and creating new leads. But it takes time. So would be nice if there is any option we can do it easier and faster. Thank you 

1
alex
6 months ago
T
tegandNew Participant
asked in Workflow automation

Workflow automation: Quarterly Business Reviews

I’m trying to create a workflow that scans either opportunities or companies won date/start date and creates a $0 opportunity in a Quarterly Business Review pipeline. The opportunity should be created about 60-90 days since the customer started so the CSMs can manage and complete the QBR. I’m having some trouble formatting this workflow automation - any suggestions? 

2
Michelle from Copper
Copper Employee
6 months 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!  

2
Michelle from Copper
Copper Employee
6 months ago
M
Matt_CardNew Participant
asked in Workflow automation

Time Delay for Copper Automations

Hello all, I was wondering if it was possible to incorporate a time delay in a Copper automation. I need an automation to wait at least 30 seconds. If this is possible, what would that syntax be? Thanks

5
Michelle from Copper
Copper Employee
6 months ago
C
ChanrzNew Participant
asked in Workflow automation

Reverse moving a Lead to Pipeline

I have accidently converted a couple of Leads into my Pipeline. This was an error and I need to move them back into Leads. Is there an easy way to do this? Or do I need to delete from the Pipeline and re-enter as Lead? 

3
Michelle from Copper
Copper Employee
6 months ago
R
Rob Jones at ASEEngaged User
asked in Workflow automation

Automation - Moving an Opportunity in one Pipeline to 'Won' when a new Opportunity is created in another.

We have a recruitment pipeline that records interested sign-ups and manages the follow-up email process for our US Coordinator. We have a two separate pipelines that create Opportunities when a prospective student completes an application form, allowing their application process to be managed by our Admissions Coordinator.I am looking for a recipe for an automation so that when the student applies, and an Admissions Opportunity is created, the Opportunity in the Recruitment Pipeline connected with the same Primary Contact is automatically moved to 'Won’ status.

6
R
6 months ago
K
Karen JNew Participant
asked in Workflow automation

A New Company was Created when Adding to the Pipeline

I added an opportunity to the Pipeline with a project name attached to a company. it appears that it also created a new company. How do I prevent that from happening?

3
Michelle from Copper
Copper Employee
6 months ago
H
Hivelocity-LeeNew Participant
posted in Workflow automation

Adding a Person to Company records via Field On

Considering Opportunities list both have a contact and company as field on records, and are listed in the Related Section for Opportunities, should it not be possible to add a contact, and/or company to the Company record.For example, if I create an Opportunity it requires a primary contact as a field on record and has Company as a an optional field on record.If I create a Company there is no field that I can add a Primary Contact to, and when viewing Companies, you are not able to see “Contacts” in the related section either. In addition:Considering the Company is now considered the “Parent” record,Does it make sense if I update the Company that it then updates child records (related records) to match, or have the option to automate this?Example, - If on the Company record and I change Contact Type from  Potential Client → Active Client this then will trigger the action to update the Contact Type for related Contacts to “Active Client” (matching the Company contact type) Same goes for

2
Michelle from Copper
Copper Employee
6 months ago
W
wigopNew Participant
asked in Workflow automation

want get automate notification or reminder about last follow up or last conversation with the customers

Hi, Does anyone know how to get notification from copper about the latest communication or inactive customer for specific days from pipeline or leads? Also if anyone already using Slack Integration, is that app helps? 

2
Michelle from Copper
Copper Employee
7 months ago
P
patrycjadEngaged User
asked in Workflow automation

Workflow automation- abandoning opportunities after x days

Hi all, I’m looking to set up an automation for opportunities who are in a single stage to get automatically abandoned after 10 days of being created. I am struggling to reach the Copper Support Centre as my help bubble has disappeared, does anyone have any idea how to set this automation up/ the formula?Any help would be much appreciated!Thank you, Patrycja

2
Michelle from Copper
Copper Employee
7 months ago
D
DadpoolNew Participant
asked in Workflow automation

Workflow_Person to Opportuntiy

I’m having an issue adding the primary contact to this workflow. Copper is rejecting “primary_contact_id” formula. I have checked for spaces and even copied it directly from a recipe. Help?  

1
D
7 months ago
micah.ketamine
micah.ketamineNew Participant
asked in Workflow automation

400+ Email Volume Bulk Emails

Hello Copper Community! If I need to send out over 100 emails on a monthly basis for a single campaign (we have 3-4), how would be the best way to structure it with Copper automation?  It’s a daunting task to get out 400+ emails per month on separate pipelines with different templates and all sorts of variables. Just not sure the most efficient way to accomplish this task since I imagine there are a few ways to handle it via Copper. But I want to know which is the most efficient means. Thanks and look forward to hearing your all’s feedback!

2
micah.ketamine
7 months ago
micah.ketamine
micah.ketamineNew Participant
asked in Workflow automation

Auto-Populate Meeting Notes

Hello Community!I wanted to ask everyone a question about the platform.Is there a way to create an automation that says whenever I have a video call with a client (Google Meet on Google Calendar event), it updates the activity log for their contact as "meeting"? Then, I could go into that auto-meeting log and just throw in a few details or even link to my meeting notes.Let me know your all’s thoughts and if Copper has any solutions for that! Thanks!

1
Michelle from Copper
Copper Employee
7 months ago
T
TL1074New Participant
asked in Workflow automation

Tracking Emails through Outloook

We have a Gmail based email address. However some of our users still prefer to use their Outlook inbox. Is there a way for Copper to track emails that are sent from the Outlook inbox platform? 

2
Michelle from Copper
Copper Employee
7 months ago
A
andrewbermudezEngaged User
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? 

3
Michelle from Copper
Copper Employee
8 months ago
R
Rob Jones at ASEEngaged User
asked in Workflow automation

A Complicated Request - Bear with me.

So, we have a pipeline that charts our academic courses in a semester. The course is created as an Opportunity Record, the tutor (People Record) is the primary contact, and then individual students (People Records) are attached.What I have been asked to do is to see if there is a way to create an automation so that, when a Student is appended to the Class their name is added to a Google Sheet Tab (which will form the basis of the class register).I can see no obvious way to do this, neither through Workflow automation or reporting, nr by running a Zapiier Zap.Any thoughts, suggestions, or help, would be gratefully received.

2
R
8 months ago
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
9 months 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
9 months 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
9 months 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
9 months 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
9 months 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
9 months ago

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