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Workflow Action: Copy Contact to Sub-Account

Overview​

The Copy Contact action in Stack allows you to duplicate a contact from one account to another within your system. This feature is particularly useful for organizations managing multiple sub-accounts, enabling seamless sharing of contact information. Please note that this is a premium feature and incurs additional charges for each execution.

Action Details​

Action Name​

Copy Contact

Action Description​

The Copy Contact action duplicates a selected contact to another specified account. You have the option to copy associated tags, custom fields, and update the contact if it already exists in the target account. This ensures consistent data across multiple accounts and accurate mirroring of contacts in selected sub-accounts.

Configuration Options​

  • Select an Account: Choose the target account where the contact should be copied. (Mandatory)
  • Add Tags to Sub-Account: Optionally select tags to be added to the copied contact in the sub-account.
  • Copy Tags: Toggle this option to copy all tags from the original contact to the copied contact.
  • Copy Custom Fields: Toggle this option to include custom fields from the original contact in the copy.
  • Update Contact if it Already Exists: If enabled, the action will update the contact in the target account if a duplicate exists.

How to Configure​

  1. Select an Account: Choose the target account where you want to copy the contact. This step is required.
  2. Add Tags to Sub-Account: If needed, select tags to add to the contact in the sub-account.
  3. Copy Tags: Enable this option to copy existing tags from the original contact to the new one in the sub-account.
  4. Copy Custom Fields: Enable this if you want custom fields data to be included in the new contact.
  5. Update Contact if it Already Exists: Use this option to update existing contact information in the target account instead of creating a duplicate.

Example Use Cases​

Triggers to Combine with This Action​

  • Contact Added: Automatically copy a contact to another account whenever a new contact is added to the main account.
  • Tag Applied: When a specific tag is applied to a contact, trigger the copy action to duplicate the contact to a sub-account.
  • Contact Updated: Use this trigger to copy updated contact information to another account, ensuring all accounts have the latest contact data.

Workflow Configuration Example​

Suppose you manage multiple regional offices, each with its own account. When a new lead is added to the main account and tagged as "VIP," you want this contact to be automatically copied to the regional accounts.

  • Trigger: Contact Added
  • Filters: Tag = VIP
  • Action: Copy Contact
    • Select an Account: Regional Office Account
    • Add Tags to Sub-Account: VIP
    • Copy Tags: Enabled
    • Copy Custom Fields: Enabled
    • Update Contact if it Already Exists: Enabled

This setup ensures that important contacts are consistently shared across your organization's accounts, maintaining up-to-date information everywhere.