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

  • 24 September 2021
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Zapier Playbook: New Item on Project Board when Opportunity is Won
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 :point_right:  Download Playbook :point_left:

 

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. Zapier account on the Starter pricing tier or above

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

 

:point_right:  Download Playbook :point_left:

 

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


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