When a specific New Task is detected in Copper, extract the text and create a New Product in Paddle

■Overview

Do you manually register products in Paddle based on task information managed in Copper?
While this process is simple, entering more records can take time and lead to errors.

With this workflow, when a specific task is created in Copper, AI extracts the necessary text and automatically creates a product in Paddle. Seamlessly connect Copper and Paddle to streamline product registration.

■Who Should Use This Template

• Anyone who manually registers products in Paddle based on Copper task information
• Product managers looking to automate the Copper–Paddle integration and streamline operations
• Anyone looking to eliminate manual transcription errors and missed registrations during product setup

■Benefits of This Template

• Automatically register products in Paddle when a task is created in Copper, reducing the time spent on manual work
• Eliminate manual data entry to reduce the risk of human errors, such as incorrect product information or missed registrations

■Workflow Overview

1. First, connect Copper and Paddle to Yoom
2. Next, select Copper as the trigger and set the action to “When a new task is created”
3. Next, set the Copper “Get task information” action as an operation
4. Next, set up the “Branch” function as an operation so the workflow runs only under specific conditions
5. Next, set up AI’s “Extract text” function as an operation to extract the information required to create a product from the task information
6. Finally, set up Paddle’s “Create a new product” action as an operation and map the extracted information

* “Trigger”: An action that starts a workflow. “Operation”: An action that processes data within a workflow after the trigger runs.

■Customization Options

• Use the Branch function to set custom conditions, such as processing only specific tasks based on your business requirements
• With AI text extraction, specify the information to extract from Copper task details for creating products in Paddle

■Notes

• ‍‍Connect both Paddle and Copper to Yoom.
• Branching is an operation available on the Mini Plan and higher. On the Free Plan, operations configured in the workflow will result in an error.
• Paid plans, including the Mini Plan, come with a two-week free trial. During the trial, you can use apps and functions (operations) that are subject to plan restrictions.