"Convert" Case into an Opportunity

Hi Kristjan Geir Mathiesen 

If your CRM is ENT then you can easily accomplish that through Process Author.

You just need to create a custom field (checkbox maybe) which should trigger a workflow on Cases which will create an Opportunity and copy some fields accordingly. Eventually you can conditionally define the visibility of such field depending on some Case's data.

Under PRO you can do same, but triggering a LogicHook before_save instead.

Good luck!

Hi Kristjan Geir Mathiesen 

If your CRM is ENT then you can easily accomplish that through Process Author.

You just need to create a custom field (checkbox maybe) which should trigger a workflow on Cases which will create an Opportunity and copy some fields accordingly. Eventually you can conditionally define the visibility of such field depending on some Case's data.

Under PRO you can do same, but triggering a LogicHook before_save instead.

Good luck!

I am not getting email notifications, checked in the email settings, however when I assign a task to a user, they do not get an email notification.

https://tutuhelperx.com/ 

I am not getting email notifications, checked in the email settings, however when I assign a task to a user, they do not get an email notification.

https://tutuhelperx.com/ 

Thanks André Lopes. Let me see if I understand you correctly:

Create a custom field of type checkbox ("Convert to Opportunity").

Create a workflow that has a criteria of  "Convert to Opportunity" = checked, which creates the Opportunity and copies the email.

Appreciate your help! I thought it should be able to be done via workflow but was stuck on how to initiate it   Thanks man, KGM