Copper Beta

Google Docs Beta


Integrate Copper with Google Docs
when a lead is created in copper, create a new document from text Also supports sending formatted HTML. in Google Docs.




What is Copper?

Copper is a new kind of productivity crm that's designed to do all your busywork, so you can focus on building long-lasting business relationships

What is Google Docs?

Google Docs, Google Sheets, and Google Slides are a word processor, a spreadsheet and a presentation program respectively, all part of a free, web-based software office suite offered by Google within its Google Drive service.



How to set the workflow up

  • Select Copper as your trigger app and select an event
  • Select Google Docs as your action app and select an event
  • Map the fields from Copper to Google Docs by using drag-and-drop
  • Save and test your workflow
  • Switch on your workflow

Some integrations

  

When a Lead is created in Copper, create a new document from text Also supports sending formatted HTML. in Google Docs.

Coming soon

  

When a Lead is created in Copper, copy an already-existing file from another service to Docs Will convert the file to Google Doc format if possible. in Google Docs.

Coming soon

  

When a Lead is created in Copper, appends text to an existing document in Google Docs.

Coming soon

  

When a Lead is created in Copper, search for a specific document by name Optionally, create one if none are found. in Google Docs.

Coming soon