Copper integration with Filter by Nekton
How to Create monday.com items when Copper opportunities are won
When an opportunity is closed as won in Copper, you may want to create an item on a specific board in monday.com. Copper is used as the sales platform, while monday.com is used as the productivity tool by the implementation team. By automatically creating an item within monday.com, it streamlines and assures that projects aren't missed and hand-off between sales and project teams happen.
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Create monday.com items when Copper opportunities are won" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate Copper integrations
Your sales team should be focusing on customers—not tedious data entry. Save your team time by using Nekton to automatically create and update leads in Copper whenever one of your online forms is updated. Nekton can also keep your team connected by sending emails or Slack messages about Copper leads and opportunities.
When an opportunity is closed as won in Copper, you may want to create an item on a specific board in monday.com. Copper is used as the sales platform, while monday.c...
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Copper actions
Nekton can use any feature that is available in Copper API.
Using our advanced AI, you can easily create custom automations for Copper.
Here are some typical actions you can do in your automated workflows.
Associate to Project
This Action allows you to relate an existing Project to and existing CRM object; both objects have to exist before you run this Action. This Action expects two ID's for input: the ID of the CRM record you want to relate to and the Project ID you want to relate it with. This Action was designed to be used in multi-step Flows, where you already have a Project ID and an related record ID (e.g. a Person) from previous steps.
Create/Update Company
Creates or Updates a Company depending on the match criteria.
Update Person
Updates a Person depending on the match criteria.
Create Person
Creates a new Person.
Create/Update Lead
Creates or Updates a Lead depending on the match criteria.
Update Opportunity by ID
Updates an Opportunity based off of Opportunity ID.
About Copper
Copper is a Recommended for Google Workspace CRM that improves productivity and increases visibility across all your customer interactions.