Connect greminders and Copper to Build Intelligent Automations
Choose a Trigger
When this happens...
Reminder Sent
testdemo
get user
get calanders
get teams
routing forms
Choose an Action
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
Ready to use greminders and Copper automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Reminder Sent
Triggered when a reminder is successfully sent to a contact.
testdemo
get user
get calanders
get teams
routing forms
Do thisActions
Action is the task that follows automatically within your greminders integrations.
update user data
delete team user
Create Project
Creates a new project
Create Person
Creates a new person
Update Person
Updates an existing person
Create Company
Creates a new company
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Frequently Asked Questions
To start, connect both your greminders and Copper accounts to viaSocket. Once connected, you can set up a workflow where an event in greminders triggers actions in Copper (or vice versa).
Absolutely. You can customize how greminders 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 greminders 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 greminders 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.
About greminders
GReminders is a powerful tool designed to streamline scheduling and appointment management. It integrates seamlessly with your calendar to send automated reminders to clients, reducing no-shows and improving overall efficiency. Ideal for businesses and professionals who rely on appointments, GReminders ensures that both you and your clients are always on the same page.
Learn MoreAbout Copper
Copper is a Recommended for Google Workspace CRM that improves productivity and increases visibility across all your customer interactions.
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