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Best answer

How do I update total revenue in CopperCRM with each new Stripe payment?

  • 27 March 2024
  • 1 reply
  • 20 views
M

Hi all! I see how I can make a custom field in CopperCRM to retrieve the most recent payment from the client (matching email address) but am unclear if there is a way to have the total revenue over time appear and be added to when new stripe payments come through.

 

Happy to set up a workaround :) 

icon

Best answer by Troy Tessalone 28 March 2024, 05:11

View original

1 reply

Troy Tessalone
Userlevel 7
Badge +14

Hi @mrose110 

You would need to first find the existing Copper record, then use a Formatter > Numbers > Perform Math Operation step, then update the Copper record.

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor

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