
When this happens...
New User Created
Bonus Created
Achievement Created

Automatically do this!
Create Project
Create Person
Update Person
Create Company
Search Company
Search for a Project
Search for a Opportunity
Search for a Person
Search for a Lead
Search for a Company [or create]
Search for a Person [or create]
Search for a Project [or create]
Create Opportunity
Create Lead
Update Opportunity
Update Project
Update Company
Search for a Opportunity [or create]
List User
List Customer Sources
List Contact Types
List Pipelines
List Tags
List Tasks
List Activity
List Activity Types
Explore more automations built by businesses and experts
When this happensTriggers
A trigger is an event that starts a workflow.
runs when New User Created
Triggers when a bonus is created.
Triggers when a achievement created.
Triggers when a new Company is created in Copper.
Triggers when a new Person is created in Copper.
Triggers when a new Opportunity is created in Copper.
Action is the task that follows automatically within your Bonusly integrations.
Creates a New Admin User.
Update a User detail.
Retturns list of all users from Bonusly.
View the 50 most recent achievements.
This action allows to create Bonus.
This action Search a User by User ID.

Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.

Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.

Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Bonusly and Copper accounts to viaSocket. Once connected, you can set up a workflow where an event in Bonusly triggers actions in Copper (or vice versa).
Absolutely. You can customize how Bonusly data is recorded in Copper. This includes choosing which data fields go into which fields of Copper, setting up custom formats, and filtering out unwanted information.
The data sync between Bonusly and Copper typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Bonusly and Copper. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
Bonusly is a fun, personal recognition and rewards program that enriches your company culture, improves employee engagement, and celebrates your core values. With Bonusly, everyone in your organization can publicly recognize everyone else by giving small bonuses that add up to meaningful rewards.
Learn MoreCopper is a Recommended for Google Workspace CRM that improves productivity and increases visibility across all your customer interactions.
Learn More