Copper Pack for Coda: Start Here

Sync Tables

See examples of tables of data that can be pulled in from Copper in the sync tables above.

Demo Docs

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Invoice Approval Workflow with Copper

This doc lets you associate invoices from an outside platform with Won Opportunities, and track them through the approval, payment, and followup process.

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Docket Numbering for Copper

Some companies give each project/job a unique identifying number, to aid in planning, expense tracking, billing, etc. This demo doc generates a serial number in a special format for any new Opportunities, and logs it into a custom field.

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