Connect Hana and Copper to Build Intelligent Automations
Choose a Trigger
When this happens...
New Report Group
New Report Group Message
New Integration Group Space
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 Hana and Copper automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Report Group
Triggers when a new Report Group is created.
New Report Group Message
Triggers when a new Report Group Message is added to a particular group.
New Integration Group Space
Triggers when Hana is added to a new group space in Chat.
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.
Do thisActions
Action is the task that follows automatically within your Hana integrations.
Create Google Chat Message
Hana will create a Google Chat message in the specified space
Create Report Group Message
Creates a report group message in Hana system that you can QnA over later such that Hana acts as your POC.
Generate Completion
Allows you to generate a completion/reply from Hana based on some input prompt and other parameters. She will automatically consider her memories and other system context to answer your query
Get Chat Completion Status
Get chat completion status for a previously requested chat completion.
Search for Report Group Messages in a Group
Search for report group messages from a particular report group, optionally between 2 timestamps. Max limit - 100 records.
Search for Spaces Hana Is Added In
Search for spaces that Hana is added in Google Chat. Max limit - 100 records.
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Frequently Asked Questions
To start, connect both your Hana and Copper accounts to viaSocket. Once connected, you can set up a workflow where an event in Hana triggers actions in Copper (or vice versa).
Absolutely. You can customize how Hana 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 Hana 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 Hana 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 Hana
Hana is a comprehensive platform designed to streamline business operations through advanced technology solutions. It offers a range of services that cater to various business needs, enhancing productivity and efficiency.
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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