Generate proposals in Better Proposals for updated companies in Copper
Effortlessly create proposals for updated companies in Copper using this convenient workflow. When a company is updated in the Copper app, a new proposal will be generated in the Better Proposals app, saving you time and ensuring your proposals are always up to date. Stay organized and efficient with this seamless automation between Copper and Better Proposals.
Effortlessly create proposals for updated companies in Copper using this convenient workflow. When a company is updated in the Copper app, a new proposal will be generated in the Better Proposals app, saving you time and ensuring your proposals are always up to date. Stay organized and efficient with this seamless automation between Copper and Better Proposals.
- When this happens...Updated Company
Triggers when a Person's Company is changed.
- automatically do this!Create a Proposal
Creates a new proposal.
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