Zapier Playbook: New Item on Project Board when Opportunity is Won

   Download Playbook 

Here’s a step-by-step guide on how to set up a Zapier connection that creates a new item on a project board whenever an Opportunity is marked as Won in Copper.

To set up this connection, you will need:

1. Copper CRM on Professional or Business Tier (admin access required)
2. a Monday.com account
3. a Zapier account on the Starter pricing tier or above

  Ready to get started? Download this Playbook at the link below:

  Download Playbook 

Comment below or post in our forum if you have any questions!