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Edit Invoice in Daftra when New Company in Copper
Delete Supplier from Daftra when New Company in Copper
Add Invoice Payment to Daftra when New Company in Copper
Edit Invoice Payment in Daftra when New Company in Copper
Delete Estimate from Daftra when New Company in Copper
Add Expense to Daftra when New Company in Copper
Delete an Invoice in Daftra when New Company in Copper
Delete Invoice Payment from Daftra when New Company in Copper
Edit Product in Daftra when New Company in Copper
Add Supplier to Daftra when New Company in Copper
Triggers when a new Company is created in Copper.
Triggers when a new Person is created in Copper.
Triggers when a new Opportunity is created in Copper.
Triggers when a new Lead is created in Copper.
Triggers when a new project is created in Copper.
Triggers when a new task is created in Copper.
Creates a new project
Creates a new person
Updates an existing person
Creates a new company
Searches an existing company in copper
Searches an existing project in copper
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Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.
Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
Copper is a Recommended for Google Workspace CRM that improves productivity and increases visibility across all your customer interactions.
Learn MoreDaftra is a comprehensive business management software designed to streamline operations for small to medium-sized enterprises. It offers a range of features including accounting, CRM, invoicing, and inventory management, all integrated into a single platform to enhance productivity and efficiency.
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