Workflow automation

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  • 138 Topics
  • 319 Replies

138 Topics

M
MarolyNew Participant
asked in Workflow automation

I need to assign a specific task to another group member every time a lead is completed.

I need to assign a specific task to another group member every time a lead is completed. In the task section, it displays the task 'Hand off to Concierge,' but I need to see the options available for the concierge. However, I can't find this option. It only appears as a checkbox, but I am unable to assign it to a Copper user.

0
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2 days ago
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jaspurdueNew Participant
asked in Workflow automation

Investor pipeline template for

Are there templates for a tech startup to track investor pipeline. 

0
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2 days ago
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Andy M EdwardsNew Participant
asked in Workflow automation

Automation: Create a Task once a Calendar Event is added

Hi There,Is it possible to automate a Task to be added to an opportunity every time a Google Calendar event is synced from Google to the respective Copper account? I would like to auto create a Task “Process meeting notes” to an opportunity every time a meeting is scheduled with a Contact.ThanksAndy

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11 days ago
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MaraWhitenerNew Participant
asked in Workflow automation

Copper to ClickUp Zapier - Task Details

I currently have a zapier set up to transfer my Copper tasks over to Clickup. My question is: does anyone know if it is possible to get zapier to communicate to Copper when the task is marked complete in ClickUp? If so, how is this done?

0
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1 month ago
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austinyatesNew Participant
asked in Workflow automation

Task Automation Trigger Type

Hello, I just created the following task automation:Object: Opportunity Trigger: Status is Open and Close Date is within 30 days Purpose: Prompt user to confirm/update Close Date Desired Behavior: Automation triggers each time close date comes within 30 days. (Example: User updated Close Date last time the workflow was initiated. Now Close Date has once again fallen within 30 days, thus another task is created for the same Opportunity.)Having reviewed your task automation documentation, I am unable to determine whether task automations trigger only once, or each time the event occurs. Can you provide insight into this? Thank you.

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1 month ago
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btuckerNew Participant
asked in Workflow automation

mark field as prerequisite to Pipeline / Opportunity being marked WON

We would like to mark fields as prerequisites in the Pipeline / Opportunity for being marked WON and subsequent Project created. I’ve tried making the desired fields as REQUIRED in Projects and Not Required in Pipelines but that option was not allowed when attempted in the field settings.

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1 month ago
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karlfanegaNew Participant
asked in Workflow automation

Workflow Automation: Is there a list of variables somewhere?

Is there a possible list somewhere that lists down all variables I can use for a formula?Like I have a custom field I want to use in a formula to lowercase everything. Or even use email as an example.So if new person is created, when email is not empty, then FORMULA = lower(email). Right?But, where can I get these list of variable for all my fields? Maybe I’m just blind and can’t find them in the settings.Thank you for your help.

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K
2 months ago
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sstormsNew Participant
asked in Workflow automation

how to add a note in activity from ipad?

When I have Copper open on my IPAD- and try to add a note, say into a customer or account as an activity- I can’t Any suggestions?I can do it from my phone. 

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2 months ago
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trichesList views beta tester
asked in Workflow automation

Simple multiplication formula for fields e.g. Seats x License = amount

Hi,In Salesforce, I used to create simple formulas by selecting a field and then multiplying it by another field, e.g., seats, to get a total cost. This really helped with reporting and keeping on top of renewals/calculating renewal values.The process was really simple, something like this:Create a new field Create a formula by: Selecting a field Choose to multiply, add, etc. Done.I've had a look at Copper's formulas, but they seem quite complicated and I could’t figure out if the system would be able to achieve what i’m trying to do.Is there a way to achieve this in Copper?Thanks,Tim   

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2 months ago
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mkirkpatrickNew Participant
asked in Workflow automation

Logging activity when I send an email?

When I use the Copper platform to send a trackable email, why doesn’t it log an activity as “email”? I’d like to automate the tracking as much as I can - and today I have to send from the platform AND log the activity to show in reporting. 

2
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2 months ago
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CathyCEngaged User
asked in Workflow automation

Default workflow automation order to alphabetical and enable search/filter

Currently, the workflow automation list appears in creation date order, and there is no search capability. This makes it incredibly difficult to find a particular automation, and, if naming is inexact, could lead to duplication or making modification to similar automation but not the one you want. (1) Please default the order of the workflow automations list to alphabetical, so clients can use a naming convention to group similar automations together.(2) Please enable search by name and/or filtering by pipeline, trigger field(s) and action type on the workflow automations list. 

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3 months ago
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christyatveloxNew Participant
asked in Workflow automation

Automation Tracking

Is there a way to track what’s been affected by automation in Copper? I have a workflow to close opportunities that have been inactive for x amount of days. Can I pull a report that would show me all opportunities that have been affected by this workflow?Or is there a way to track status changes with reports? I tried to pull a report to see all opportunities that had a status change and filter it by date. I couldn’t find anything that would work so I don’t think it exists, but I figured I would ask.

0
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4 months ago
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CDBNew Participant
asked in Workflow automation

Can you create a workflow automation to make a field required?

hello - I want to make a Person/Company field required ONLY when another field is filled out in a certain way (single selection dropdown). Can I do that?

0
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4 months ago
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Chris GuercioEngaged User
asked in Workflow automation

How to update a Pipeline stage automatically after "X" number of days in a stage?

I’m unsuccessfully trying to create a workflow wherein an opportunity stage and status are automatically updated once the opportunity is in a particular stage for “X” number of days.  Not sure if I’m doing something wrong or if this isn’t an option yet.

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4 months ago
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christyatveloxNew Participant
asked in Workflow automation

Automated Tasks + Tags

I am setting up task automation, the opportunity owner is usually an Account Executive and we tag SDRs to the opportunities. When creating task automation, if I tag one of my SDRs would they be notified--I guess what I’m really asking is what is the point of having tags at the bottom of the task automation set up?

0
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4 months ago
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Rise Up LightsNew Participant
asked in Workflow automation

Task Automation - Opportunity is Created [Only in Pipeline]

Is there a way to make a list of task automations when an opportunity is created, but ONLY in a certain pipeline?Here’s why I need this.I have several pipelines and other automations built for opportunities to be created in these pipelines when certain triggers happen. But every time one of these automations is triggered, it creates my original list of task automations that aren’t relevant any longer to the opportunities that are now being created. The solutions of creating workflow automation instead of a task automation isn’t a good one because I need notes and directions in the tasks for others to know what to do.Any help appreciated. 

0
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4 months ago
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EileenHNew Participant
asked in Workflow automation

Automatically change Contact Type from Potential Customer to Current customer when an Opportunity closes

Hi there,Is there a way to have the Contact Type field in the Company table automatically from Potential Customer to Current Customer and reverse that going from Current Customer to Past Customer when an Opportunity is lost. It’s not something Copper users are incentivised to do, and there’s no onus on them to do it, so it would help keep the data live and might make Copper more useful to us. Ideally it would be functionality that could be turned on or off depending on business requirementsThanks 

1
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5 months ago
A
ARCOInspirational User
asked in Workflow automation

How do I create a workflow automation to move an opportunity based on a custom date field

We have a Balance Due pipeline. Within the pipeline the stages are: BALANCE DUE, OVER 30 DAYS DUE, OVER 60 DAYS DUE and OVER 90 DAYS DUE.I would like to automatically move the opportunity from BALANCE DUE to OVER 30 DAYS DUE, when the CF_Posted_Date is more than 30 days past.  Then the same for each of the other stages in this pipeline. Is this possible?

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5 months ago
A
ARCOInspirational User
asked in Workflow automation

Can I use a workflow automation to create a task that is due 6 months after another custom date field?

I don’t have this custom field yet, because I want to know if this automation would work before I create a new field. But, can I have a workflow automation create a task based on a custom date field? So if the date in the custom date field is 12/31/2024, can an automation make a task due 6 months before that custom date?

4
Jodi
5 months ago
M
michfitkidNew Participant
asked in Workflow automation

Automation Copy or Template

Is there a way to copy a Workflow Automation or create a template to begin from?  I have to refer back to sample recipes and all of the function codes every time I build one to make sure I get all of the parenthesis, quotes, commas, etc. correct.

0
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6 months ago
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DanHKEngaged User
asked in Workflow automation

how to enter a Wetransfer (or similar) download record?

I am used to send several PDFs files to my customers from time to time.As they are also big PDFs, I usually use Wetransfer.I want to keep record of the Wetransfer sent to my customer and if/when he/she downloaded it or not.I don’t necessary need to use Wetransfer.Any other solution is fine.What I want is being able to record the download into Copper.Any idea?Thanks

1
Jaco Koppelaar
6 months ago
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Cody.SuttonNew Participant
posted in Workflow automation

Help with automations

Hi there. I was messaging today as I see a lot of workflow automations for Pipeline and such. But how much can you set up for the other side of things like when updating a companies or something?I am looking to set things as simple as.When i log a Breeze Session - Change Status from Education to adoptionOr when I set a calendar session for a bs change it from engagement to education and so on?Is that possible or is it mostly set up for stuff like pipeline?

0
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7 months ago
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iHillNew Participant
asked in Workflow automation

Automation for duplicating opportunities into a different pipeline

I am trying to create dynamic pipelines. When we've move a person through our BASICS pipeline and they've filled out a placement application I want to be then able to clone the opportunity into our Community pipeline that follows up with onboarding, placement, and satisfaction reviews.I've spent a few hour following past videos and forums but nothing I'm doing seems to be working. I know there is a way to move people from one pipeline to the next but I was hoping to keep the original opportunity in place so that I can have it recorded as “won” in our BASICS pipeline.thank you for helping.

2
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7 months ago
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CathyCEngaged User
asked in Workflow automation

Data Validation Reminder Before Updating to Won

We have a pipeline that uses automation to clone an opportunity into two successor pipelines when the original opportunity is moved to won. We would like to remind the user to Verify/Update key data fields before marking an opportunity as “Won”, so the data automatically flows through and we don’t have to manually update the data on the cloned opps in the two successor pipelines. What is the best way to accomplish this? 

7
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7 months ago
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ARCOInspirational User
asked in Workflow automation

Workflow automation - populate an existing field with a date 1 year later

I am using a workflow automation to create a duplicate opportunity, but with an updated name. In the existing opportunity I have a date field named “This report FYE”. When the automation runs, is it possible to put in a formula for this field (on the newly created opportunity) to have a date that is 365 days later than the original opportunity?

3
A
7 months ago

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