Connect Hedy AI and Copper
Integrate Hedy AI with Copper to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Project in Copper when New Highlight Created in Hedy AI
Create Person in Copper when New Highlight Created in Hedy AI
Update Person in Copper when New Highlight Created in Hedy AI
Create Company in Copper when New Highlight Created in Hedy AI
Search Company in Copper when New Highlight Created in Hedy AI
Popular Hedy AI + Copper flows
Start from a real workflow other teams are already running.
Choose a trigger
Hedy AI
When this happens...
New Highlight Created
Session Ends
Choose an action
Copper
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
Create Project in Copper when New Highlight Created in Hedy AI
Use this flowCreate Person in Copper when New Highlight Created in Hedy AI
Use this flowUpdate Person in Copper when New Highlight Created in Hedy AI
Use this flowCreate Company in Copper when New Highlight Created in Hedy AI
Use this flowSearch Company in Copper when New Highlight Created in Hedy AI
Use this flowSearch for a Project in Copper when New Highlight Created in Hedy AI
Use this flowSearch for a Opportunity in Copper when New Highlight Created in Hedy AI
Use this flowSearch for a Person in Copper when New Highlight Created in Hedy AI
Use this flowSearch for a Lead in Copper when New Highlight Created in Hedy AI
Use this flowSearch for a Company [or create] in Copper when New Highlight Created in Hedy AI
Use this flowSupported Triggers & Actions
Everything you can automate between Hedy AI and Copper.
When this happensTriggers
A trigger is an event that starts a workflow.
New Highlight Created
runs when New Highlight Created
Session Ends
runs when Session Ends
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.
New Lead
Triggers when a new Lead is created in Copper.
Do thisActions
Action is the task that follows automatically within your Hedy AI integrations.
Get Session Details
Get a session's details, including transcript, conversation, and meeting minutes, by session ID.
Get Highlight Details
Get a highlight's original quote, cleaned quote, and AI insights.
Create or Update Session Context
Create a session context or update its title, content, and default setting.
List Sessions
List all meeting sessions or retrieve a specific session by ID.
List Topics
List all topics and optionally return only selected response fields.
Create Topic
Create a new topic.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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From idea to automation.
AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
Learn More About Automation
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About Hedy AI
Hedy AI is a cutting-edge platform that leverages artificial intelligence to enhance productivity and streamline workflows. It offers innovative solutions for automating tasks, improving decision-making, and optimizing business processes.
Learn more
About Copper
Copper is a Recommended for Google Workspace CRM that improves productivity and increases visibility across all your customer interactions.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Hedy AI and Copper accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Hedy AI and Copper as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Copper. No coding required.
Yes. You can set up a workflow where Hedy AI triggers actions in Copper, and a separate workflow where Copper triggers actions in Hedy AI. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Hedy AI and Copper. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Hedy AI and Copper integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
