Connect Copper and Deputy
Integrate Copper with Deputy to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Get Locations from Deputy when Updated Person in Copper
Search for a Opportunity in Copper when New Employee in Deputy
Search for a Company [or create] in Copper when New Employee in Deputy
Search for a Person [or create] in Copper when New Employee in Deputy
Create Opportunity in Copper when New Employee in Deputy
Popular Copper + Deputy flows
Start from a real workflow other teams are already running.
Choose a trigger
Copper
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
Choose an action
Deputy
Automatically do this!
Get Company
Add an employee
Add a location
Get timesheets
Create a Department
Start an employees timesheet
Get Locations
Get employees
Get Operational Units
Get a list of rosters
Get Locations from Deputy when Updated Person in Copper
Use this flowSearch for a Opportunity in Copper when New Employee in Deputy
Use this flowSearch for a Company [or create] in Copper when New Employee in Deputy
Use this flowSearch for a Person [or create] in Copper when New Employee in Deputy
Use this flowCreate Opportunity in Copper when New Employee in Deputy
Use this flowCreate Lead in Copper when New Employee in Deputy
Use this flowUpdate Opportunity in Copper when New Employee in Deputy
Use this flowUpdate Project in Copper when New Employee in Deputy
Use this flowUpdate Company in Copper when New Employee in Deputy
Use this flowList User in Copper when New Employee in Deputy
Use this flowSupported Triggers & Actions
Everything you can automate between Copper and Deputy.
When this happensTriggers
A trigger is an event that starts a workflow.
New Company
Triggers when a new Company is created in Copper.
New Person
Triggers when a new Person is created in Copper.
New Opportunity
Triggers when a new Opportunity is created in Copper.
New Lead
Triggers when a new Lead is created in Copper.
New Project
Triggers when a new project is created in Copper.
New Task
Triggers when a new task is created in Copper.
Do thisActions
Action is the task that follows automatically within your Copper integrations.
Create Project
Creates a new project
Create Person
Creates a new person
Update Person
Updates an existing person
Create Company
Creates a new company
Search Company
Searches an existing company in copper
Search for a Project
Searches an existing project in copper
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About Copper
Copper is a Recommended for Google Workspace CRM that improves productivity and increases visibility across all your customer interactions.
Learn more
About Deputy
Deputy is a comprehensive workforce management solution that simplifies scheduling, timesheets, tasking, and communication for businesses. It helps streamline operations and improve productivity by automating administrative tasks.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Copper and Deputy accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Copper and Deputy as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Deputy. No coding required.
Yes. You can set up a workflow where Copper triggers actions in Deputy, and a separate workflow where Deputy triggers actions in Copper. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Copper and Deputy. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Copper and Deputy integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
