Create integrations between Document360 and Copper
Create a Document in Document360 when New Project in Copper
Create a Document in Document360 when New Task in Copper
Update a Document in Document360 when Updated Company in Copper
Update a Document in Document360 when New Project in Copper
Update a Document in Document360 when New Opportunity in Copper
Create a Document in Document360 when Updated Company in Copper
Update a Document in Document360 when New Lead in Copper
Update a Document in Document360 when New Task in Copper
Update a Document in Document360 when Updated Project in Copper
Create a Document in Document360 when Updated Task in Copper
Actions and Triggers
When this happensTriggers
New Company
Triggers when a new Company is created in Copper.
New Person
Triggers when a new Person is created in Copper.
New Opportunity
Triggers when a new Opportunity is created in Copper.
New Lead
Triggers when a new Lead is created in Copper.
New Project
Triggers when a new project is created in Copper.
New Task
Triggers when a new task is created in Copper.
Do thisActions
Create a Document
Creates a new document
Update a Document
Updates the details of the document by it's id.
Create Project
Creates a new project
Create Person
Creates a new person
Update Person
Updates an existing person
Create Company
Creates a new company
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Frequently Asked Questions
About Document360
Document360 is a knowledge base software that helps to create, collaborate, and publish a self-service knowledge base for your products or services with ease.
Learn MoreAbout Copper
Copper is a Recommended for Google Workspace CRM that improves productivity and increases visibility across all your customer interactions.
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