Question

Workflow Automation when Logging and Activity

  • 15 April 2022
  • 1 reply
  • 19 views

Can we automate the native Copper that when logging an activity (phone call, meeting, email, etc) that it create a new (future) date to follow up?


1 reply

Userlevel 6
Badge +5

Hi @kevinjholtzman, thanks for posting! To answer your question, we’re not able to trigger a workflow automation based on an activity. Although I think that would be a really interesting feature… If you’d like the product team to hear your suggestion, feel free to post it as an Idea. From there I’ll make sure they see it :)

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