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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 :) 

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.

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