Connect Softr and Copper to Build Intelligent Automations
Choose a Trigger
When this happens...
New Database Record
Database Record Updated
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 Softr and Copper automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Database Record
Triggers when a new database record created.
Database Record Updated
Triggers when a new database record Updated.
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 Softr integrations.
Create User
Creates a new user.
Delete User
Delete a User by its email
Create Database Record
Create records in a database tables.
Delete Database Record
Deletes Database Record By its ID.
Update Database Record
Updates Database Record.
Search Database Record
Find Database Record by field value.
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Frequently Asked Questions
To start, connect both your Softr and Copper accounts to viaSocket. Once connected, you can set up a workflow where an event in Softr triggers actions in Copper (or vice versa).
Absolutely. You can customize how Softr 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 Softr 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 Softr 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 Softr
Softr is a no-code platform that allows users to build fully functional web applications and workflows without writing code. It enables the creation of customizable apps with integrated data from various sources, perfect for building websites, internal tools, or customer portals quickly.
Learn MoreAbout Copper
Copper is a Recommended for Google Workspace CRM that improves productivity and increases visibility across all your customer interactions.
Learn More
