Scriptera
Copper and Taiga automations
Ready-made scenarios where Copper and Taiga work for you: pick one — a copy appears in your account and runs on its own.
28 scenarios
- Deal moves a stage in Copper — a task appears in Taiga
- Copper submissions become tasks in Taiga
- New lead in Copper becomes a task in Taiga
- New CRM deal, task in your task manager
- New Copper projects become tasks in Taiga
- Work tasks copy into your personal Copper
- New project in Taiga appears in Copper
- New issues in Taiga — tasks in Copper
- Move tasks from one Taiga to the one you actually use
- Tasks from one Taiga — copied into the other Taiga
- Tasks from one task manager, mirrored in the other
- Copy tasks from one Taiga to another
- Tasks from one Taiga appear in the other
- Tasks from one Taiga mirrored in the other
- Tasks sync into your other Taiga
- Personal tasks flow into the team Taiga
- All work accounts for a new hire from one form
- A task and an alert on every deal move in your CRM
- A lead replies — the CRM card updates and a task lands on a rep
- Contract renewal reminders: an email to the client, a task for the rep
- Launch a vacancy: deadlines, task and announcement in one move
- A daily launch digest — with a task for each notable one
- Client onboarding from a questionnaire: project, tasks, channel, email, CRM
- Tasks from your meeting recording, straight into the tracker
- An end-of-day report — written by AI and sent for you
- Tasks from Taiga — straight into Copper, always in sync
- Action-emails — straight onto your to-do list
- A personal assistant in your messenger: email, calendar, tasks, expenses
