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
Weekly live Q&A
Examples and inspiration