
When this happens...
New Company
New Person
New Opportunity
New Lead
New Project
New Task
Updated Company
Updated Person
Updated Opportunity
Updated Lead
Updated Project
Updated Task
Task Deleted
Person Deleted
Company Deleted
Opportunity Deleted
Project Deleted

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When this happensTriggers
A trigger is an event that starts a workflow.
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.
Triggers when a new Lead is created in Copper.
Triggers when a new project is created in Copper.
Triggers when a new task is created in Copper.
Action is the task that follows automatically within your Copper integrations.
Creates a new project
Creates a new person
Updates an existing person
Creates a new company
Searches an existing company in copper
Searches an existing project in copper

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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 Copper and Creative Cloud Libraries accounts to viaSocket. Once connected, you can set up a workflow where an event in Copper triggers actions in Creative Cloud Libraries (or vice versa).
Absolutely. You can customize how Copper data is recorded in Creative Cloud Libraries. This includes choosing which data fields go into which fields of Creative Cloud Libraries, setting up custom formats, and filtering out unwanted information.
The data sync between Copper and Creative Cloud Libraries 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 Copper and Creative Cloud Libraries. 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.
Copper is a Recommended for Google Workspace CRM that improves productivity and increases visibility across all your customer interactions.
Learn MoreAdobe Creative Cloud Libraries makes the core design assets for your brand or personal projects available to you anywhere. Easily collect and organize images, colors, text styles, and other elements created in various Creative Cloud desktop and mobile apps. Then reuse and modify these assets across projects, devices, other Creative Cloud apps, and teams.
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