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Copper + OneDrive

Create new text files in OneDrive for new Copper companies

Easily manage new company data in your Copper CRM by creating a corresponding text file in OneDrive with this seamless workflow. When a new company is added to Copper, this automation will generate a new text file in OneDrive, ensuring the information is quickly accessible in a well-organized manner. Save time and stay organized by integrating Copper and OneDrive for a streamlined data handling process.

Easily manage new company data in your Copper CRM by creating a corresponding text file in OneDrive with this seamless workflow. When a new company is added to Copper, this automation will generate a new text file in OneDrive, ensuring the information is quickly accessible in a well-organized manner. Save time and stay organized by integrating Copper and OneDrive for a streamlined data handling process.

  1. When this happens...
    CopperCopper
    New Company

    Triggers when a new Company is created in Copper.

    TriggerInstant
  2. automatically do this!
    OneDriveOneDrive
    Create New Text File

    Creates a brand new text file from plain text content you specify.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Entity TypeRequired

    • Activity TypeRequired

    Trigger
    Instant
    Try It
  • Copper triggers, actions, and search

    New Person

    Triggers when a new Person is created in Copper.

    Trigger
    Instant
    Try It
  • Copper triggers, actions, and search

    New Company

    Triggers when a new Company is created in Copper.

    Trigger
    Instant
    Try It
  • Copper triggers, actions, and search

    New Opportunity

    Triggers when an Opportunity is created in Copper.

    Trigger
    Instant
    Try It
  • Copper triggers, actions, and search

    New Project

    Triggers when a new Project is created in Copper.

    Trigger
    Instant
    Try It
  • Copper triggers, actions, and search

    Updated Company

    Triggers when a Person's Company is changed.

    Trigger
    Instant
    Try It
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About Copper

Copper is a Recommended for Google Workspace CRM that improves productivity and increases visibility across all your customer interactions.

Related categories

  • CRM (Customer Relationship Management)

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onedrive logo

About OneDrive

OneDrive, Microsoft's file sync app formerly known as SkyDrive, lets you store your files online, edit Office documents in the free Office Web Apps, and easily access your online files from your PC.

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