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An introduction to workflow automation [video]

  • 28 October 2021
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An introduction to workflow automation [video]
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Workflow automation is a great way to automate repeat actions in your Copper system. Watch the video below for an overview and example. I’ll link some other resources below as well.

Note: As of March 2022, Opportunities in the Copper left-hand menu is changing to Pipelines. Click here for more information.

 

If you prefer a written guide, check out this article for a full explanation and list of functions and variables.

 

Additional resources

 

How-to’s and explanations

 

Examples and inspiration

 


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