Create proposals in Better Proposals for updated persons in Copper
Effortlessly manage your client relationships and proposals with this Copper and Better Proposals workflow. Whenever a person is updated in Copper, this automation will create a new proposal in Better Proposals, streamlining your process and ensuring a consistent experience for your clients. Keep your proposals organized and up-to-date while focusing on growing your business.
Effortlessly manage your client relationships and proposals with this Copper and Better Proposals workflow. Whenever a person is updated in Copper, this automation will create a new proposal in Better Proposals, streamlining your process and ensuring a consistent experience for your clients. Keep your proposals organized and up-to-date while focusing on growing your business.
- When this happens...Updated Person
Triggers when a Person is changed.
- automatically do this!Create a Proposal
Creates a new proposal.
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