Workflow automation

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  • 136 Topics
  • 319 Replies

136 Topics

A
ARCOInspirational User
asked in Workflow automation

Can I create a workflow automation that copies info from another field?

We would like to see the total value of proposals we have in our proposal pipeline for “12 week bids”. I know that each stage and the pipeline itself get totaled from the Copper “Value” field. I used to enter the 12 week bid value into this field manually when I created the bids. However, recently I created CFs for bid values (different services) that are calculated off of 2 additional CFs that are used by our estimator. He puts in two different values, and then 5 additional CFs are calculated off of the 2 values he entered. I would like one of these CF values to also show in Copper’s Value field. Is there a way to copy it using a workflow automation? So it would basically be a workflow automation that copies the value result of a workflow automation….I don’t know if copper can handle that…?Copper Field: CF Workflow calculated field CF for estimator CF Workflow calculated field CF Workflow calculated field CF for estimator CF Workflow calculated field   CF Workflow calculat

2
Michelle from Copper
Copper Employee
1 year ago
M
mohamedhamadEngaged User
asked in Workflow automation

User based merge tag for emails

I’m setting up some shared email templates, and I'm wondering if there is a way to have a user based custom field that can be used as a merge tag in email templates.the use case is that we have calendar book urls per user. and want to setup shared email templates, where we have a paragraph about connecting with us by click on the link to book a meeting.We’d like to have it that that calendar link be personal to the user sending the email.does anyone know how to go about that?

1
alex
1 year ago
M
michfitkidNew Participant
asked in Workflow automation

Automated task can't be completed

I have an automated task that I’ve been using for years without issue.  It trigger when an opportunity is changed to a specific stage.  With one specific opportunity, the task appears as unfinished every time I complete it.  I look in the completed tasks and it shows it completed every time, but a new unfinished task reopens.

2
Michelle from Copper
Copper Employee
1 year ago
R
ryanopazEngaged User
asked in Workflow automation

Avoiding past opportunities showing in autosuggest

So I have set up a pipeline for new opps and we work through them and eventually set one to “won”. At that point we clone and make a new card on our next pipeline to work with the client.  Well today I was trying to add a contact to the new card, and it autosuggested both the old “won” card and the active card. Worse in Gmail it only showed the first words, so I can’t tell which is which.  I would NEVER want to have the “won” card suggested once it’s cloned and moved. I figure I could delete these, but I rememeber there being a reason not to.  I really don’t want something suggested that is not active, can I remedy this? Am I making sense?  Thank you in advance

6
R
1 year ago
A
ARCOInspirational User
asked in Workflow automation

Calculating values in custom fields using workflow automation question

I have a bid packet that is sent to potential clients. This bid includes a variety of pricing. There are 2 values entered by our estimator, and then 5 other values that are based on those two values.I have created a cf for each of the values and tried to create a workflow automation based on one of the values entered by the estimator (I would like to do the same for each of the different prices - but just wanted to test it first). Here’s my automation:  But nothing seems to be happening to the 12 Week Full/WSV field. What am I doing wrong? Thanks!Ruth

11
Michelle from Copper
Copper Employee
1 year ago
K
Karen JNew Participant
asked in Workflow automation

Copper Changing/Correcting Dates and Specific Actions

We are having a consistent issue in that we will enter specific data or make an action and somehow the action is changed. Here is an example: Recently for new client, we entered the Contract End Date as 12/30/23. When we went back, the date had changed to 12/29/23. We changed it again to 12/30/23 and again it was changed to 12/29/23.  This is a real issue and it happens frequently. And specifically with any date. How do we fix/stop this from happening? 

2
Michelle from Copper
Copper Employee
1 year ago
A
AndyInc.New Participant
asked in Workflow automation

Workflow Automation - Automatically move to next stage based on a date

Hi all,We created a “Licensing Renewal” pipeline for our clients who must renew their business licenses once a year. We have a custom field in each of those client’s records “Renewal Date”. I’d like to set up a workflow automation to automatically move that record to a certain stage in the pipeline if the “Renewal Date” is equal to 90 days from today.The affect of this automation is that the owner of the record will receive an email informing them that the stage has change, which will be a reminder that they have 90 days to complete the renewal. 

5
Michelle from Copper
Copper Employee
1 year ago
R
RCAINew Participant
asked in Workflow automation

Email Merge - only one contact?

I’m trying to send a bulk email, but Copper chooses only the first contact in an account, not my actual contact I’m trying to email. Is there a better way to do this?  On the Companies tab, I filtered to companies owned by me.  Thanks!

5
R
1 year ago
K
Keely RNew Participant
asked in Workflow automation

Creating a new Opportunity from a new Company automation

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. 

1
Michelle from Copper
Copper Employee
1 year ago
G
glenfNew Participant
asked in Workflow automation

Prepaid revenue workflow calculation

Hi. In my opportunities, I am trying to multiply two values: a per transaction price x a quantity of prepaid transactions, to calculate the total prepaid dollar amount of a deal. I used the commission workflow as a starting point, but I’m getting an error. The workflow formula is below: Pilot/Yr1 Annual Min Fee - change to - Use a Formula - IF(ISBLANK(prepaid_active_customer_fee), 0, (prepaid_active_customer_fee*pilot_yr1_prepaid_active_payment_customers)) When I save, I get an invalid statement error. Can anyone see what I’m missing?

1
Michelle from Copper
Copper Employee
1 year ago
J
JawjNew Participant
asked in Workflow automation

add tasks to projects via workflow automation?

Has anybody figured out a way to add tasks to projects via some sort of trigger? Our use case: different customers want to setup our product with different features enabled. Different feature-sets require different data gathering, setup and training tasks to complete. So, I would like to be able to tag a Project with the feature-set that’s going to be enabled and have it generate the relevant tasks for my team automatically based on that. Thanks!

2
J
1 year ago
R
ReillyMNew Participant
asked in Workflow automation

Workflow for Email Automation

I was hoping there would be a workflow automation I could set up so that when I create a New Opportunity in a Pipeline, this would trigger an email to others on my team so that they are in the loop without having to log into Copper. Additionally, this would be helpful when an opportunity moves between different stages of the Pipeline. Thanks! 

1
alex
1 year ago
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
1 year 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
1 year 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
1 year 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
1 year 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
1 year 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
1 year 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
1 year 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
1 year 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
1 year 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
1 year 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
1 year 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
1 year 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
1 year ago

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