A new contact — instantly a card on your task board

As soon as a contact appears in Copper, the scenario creates a card for it on the board in Microsoft SharePoint with its data.

  • Fires on a new contact in Copper
  • Creates a card in Microsoft SharePoint
  • Carries over the contact's data
  • Nothing gets lost
Set it upScriptera

How it works

To create Copper records from Microsoft SharePoint without manual input, use a ready-made scenario.

  1. Starts when: On created contact
  2. Then: Create item

You can launch this Microsoft SharePoint + Copper integration in Scriptera: describe the task in plain words — the scenario is built, launched and monitored for you.

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