
When this happens...
New Organization
New Person Added
New Ticket
New Task

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.
This trigger checks for newly created organizations in Deskpro on a scheduled interval (e.g., every 5 or 15 minutes).
This trigger automatically checks for new people (users) added to your Deskpro account on a regular schedule (e.g., every 5 or 15 minutes).
Checks for any new ticket created
This trigger checks for newly created tasks in Deskpro.
Triggers when a new Company is created in Copper.
Triggers when a new Person is created in Copper.
Action is the task that follows automatically within your Deskpro integrations.
Create a Breand in Deskpro
Create a new Deskpro support ticket with subject, requester email, message (HTML or text), context (agent/user), and status.
Create a new organization in Deskpro, optionally setting parent org, labels, summary, picture, phone number, and primary contact.
Retrieve tickets from Deskpro using a query string.
Search Deskpro organizations by exact or partial name and return matching organization records or a message if none are found.
Add a text or HTML message to an existing Deskpro ticket to update the requester or record ticket details.

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To start, connect both your Deskpro and Copper accounts to viaSocket. Once connected, you can set up a workflow where an event in Deskpro triggers actions in Copper (or vice versa).
Absolutely. You can customize how Deskpro 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 Deskpro 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 Deskpro 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.
Copper is a Recommended for Google Workspace CRM that improves productivity and increases visibility across all your customer interactions.
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