
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

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

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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 Zakeke accounts to viaSocket. Once connected, you can set up a workflow where an event in Copper triggers actions in Zakeke (or vice versa).
Absolutely. You can customize how Copper data is recorded in Zakeke. This includes choosing which data fields go into which fields of Zakeke, setting up custom formats, and filtering out unwanted information.
The data sync between Copper and Zakeke 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 Zakeke. 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 MoreZakeke is a powerful platform that enables businesses to offer product customization and 3D visualization to their customers. It integrates seamlessly with e-commerce platforms, allowing users to personalize products in real-time, enhancing the shopping experience and boosting sales.
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