
When this happens...

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.
Triggers when a new Company is created in Copper.
Triggers when a new Person is created in Copper.
Triggers when a new Opportunity is created in Copper.
Triggers when a new Lead is created in Copper.
Triggers when a new project is created in Copper.
Triggers when a new task is created in Copper.
Action is the task that follows automatically within your Mailtrap integrations.
Allows you to get the list of your Lists and their IDs.
Creates a new contact.
Creates a new Contact Lists.
Delete existing Contact List.
Deletes Contact by his email.
Allows you to update Contact in Mailtrap

Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.

Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.

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 Mailtrap and Copper accounts to viaSocket. Once connected, you can set up a workflow where an event in Mailtrap triggers actions in Copper (or vice versa).
Absolutely. You can customize how Mailtrap 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 Mailtrap 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 Mailtrap 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.
Mailtrap is a tool designed for safe email testing, allowing developers to inspect and debug emails before they reach real users. It provides a virtual inbox to capture and analyze emails, ensuring that they are correctly formatted and free of errors. This service is essential for developers and QA teams who need to test email functionality without sending emails to actual recipients.
Learn MoreCopper is a Recommended for Google Workspace CRM that improves productivity and increases visibility across all your customer interactions.
Learn More