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Best answer

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

  • March 27, 2024
  • 1 reply
  • 28 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 :) 

Best answer by Troy Tessalone

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.

This post has been closed for comments. Please create a new post if you need help or have a question about this topic.

1 reply

Troy Tessalone
Zapier Orchestrator & Solution Partner
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  • Troy TessaloneZapier Orchestrator & Solution Partner
  • Zapier Orchestrator & Solution Partner
  • 34070 replies
  • Answer
  • March 28, 2024

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 | Platinum Authorized Zapier Solution Partner | #1 Zapier Community Contributor
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