Install the Copper integration
This page covers the one-time install that adds Portant to Copper, so you can launch workflows from inside an opportunity.
Find Portant in Copper
In Copper, go to Settings > Integrations > Integrations and search for Portant under Native integrations:
Connect Portant
Click CONNECT:
Tick these two checkboxes so Portant shows up in the right place:
- Enable Portant for records > Pipeline record
- Choose locations to show Portant > Related (Right Panel)
Click CONNECT:
Confirm the install
Back on the integrations page, the Portant card will show an Active tag in the top right:
You're ready to create your first Copper workflow.