
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 PostHog integrations.
Captures an event.
List all user
List all organizations
List all project
List all members
Create a project.

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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 PostHog and Copper accounts to viaSocket. Once connected, you can set up a workflow where an event in PostHog triggers actions in Copper (or vice versa).
Absolutely. You can customize how PostHog 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 PostHog 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 PostHog 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.
PostHog is an open-source product analytics platform that provides businesses with the tools to understand user behavior and improve their products. It offers features such as event tracking, session recording, and feature flags, enabling teams to make data-driven decisions and enhance user experiences.
Learn MoreCopper is a Recommended for Google Workspace CRM that improves productivity and increases visibility across all your customer interactions.
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