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Auto Copy or Modify Data

 

Setup criteria or processes which trigger for data to be copied from one record to another or modify field data with calculated values, date fields or lookup selections based on matching criteria.

  • Copy Contact info/data to Associated Company (or vica versa)
  • Auto calculate dates for the purposes of AWR or any other type of expiry/deadline
  • Update a record status on the basis of their last contacted date
  • And more…

For a list of available integrations & solutions please click here

More information on Power Automate can be found here: https://emea.flow.microsoft.com/en-us/

If you have any queries regarding Power Automate please contact our Support Team.