
When this happens...
New Customer Update
New Customer
Updated Order
Reserved Order
Completed Payment
Finalize Invoice

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
When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new customer is update.
Triggers when a new customer is added.
Triggers when an order is updated.
Triggers when an order is reserved.
Triggers when a payment is completed.
Triggers when an invoice is finalized.
Action is the task that follows automatically within your Booqable integrations.
Retrieves the details of all customers
Retrieves the details of all users
Retrieves the details of all products
Retrieves the details of all provinces
Retrieves the details of all payments
Retrieves the details of all orders

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To start, connect both your Booqable and Copper accounts to viaSocket. Once connected, you can set up a workflow where an event in Booqable triggers actions in Copper (or vice versa).
Absolutely. You can customize how Booqable 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 Booqable 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 Booqable 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.
Booqable is cloud-based rental software to manage your business and accept online bookings.
Learn MoreCopper is a Recommended for Google Workspace CRM that improves productivity and increases visibility across all your customer interactions.
Learn More