
When this happens...
New Entity
Entity Updated
New User
Entity Updated or Created

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.
Triggered when a new entity is created in a specified Fibery app.
Triggered when an existing entity is updated in a specified Fibery app.
Triggers when a new user is created in the system
Triggered when an existing entity is updated or created in a specified Fibery app.
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 Fibery integrations.
Creates a new entity in a specified Fibery app.
Updates an existing entity in a specified Fibery app.
Deletes an existing entity in a specified Fibery app.
Retrieves and lists all available types in the Fibery database.
Fetches all fields associated with a specific entity type in Fibery.
Retrieves a list of all references from the Fibery database with their IDs and names.

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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 Fibery and Copper accounts to viaSocket. Once connected, you can set up a workflow where an event in Fibery triggers actions in Copper (or vice versa).
Absolutely. You can customize how Fibery 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 Fibery 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 Fibery 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.
Fibery is a flexible work management platform that helps teams to organize, collaborate, and innovate. It combines project management, knowledge base, and database functionalities into a single, customizable workspace.
Learn MoreCopper is a Recommended for Google Workspace CRM that improves productivity and increases visibility across all your customer interactions.
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