New projects in Copper — Documents in ERPNext

The scenario catches new projects in Copper and creates documents in ERPNext. Runs on its own, no manual copying.

  • A document is created in ERPNext for every project from Copper.
  • The team works with a shared anchor from day one.
  • You don't create a working document by hand for each project.
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How it works

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

  1. Starts when: Schedule
  2. Then: Todoist
  3. Then: Google Docs

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

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