Copper Beta

OneNote Beta


Integrate Copper with OneNote
when a lead is created in copper, create a new note in the "Quick Notes" section of your default notebook in OneNote.




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 OneNote?

Microsoft OneNote is a computer program for free-form information gathering and multi-user collaboration. It gathers users' notes, drawings, screen clippings and audio commentaries. Notes can be shared with other OneNote users over the Internet or a network.



How to set the workflow up

  • Select Copper as your trigger app and select an event
  • Select OneNote as your action app and select an event
  • Map the fields from Copper to OneNote 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 note in the "Quick Notes" section of your default notebook in OneNote.

Coming soon

  

When a Lead is created in Copper, creates a new note in a specific Notebook/Section in OneNote.

Coming soon

  

When a Lead is created in Copper, creates a note with an embedded image (must have a public URL to that image) in OneNote.

Coming soon