Connect VATSense and Copper to Build Intelligent Automations

Choose a Trigger

VATSense

When this happens...

Choose an Action

Copper

Automatically do this!

Ready to use VATSense and Copper automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Company

New Company

Triggers when a new Company is created in Copper.

New Person

New Person

Triggers when a new Person is created in Copper.

New Opportunity

New Opportunity

Triggers when a new Opportunity is created in Copper.

New Lead

New Lead

Triggers when a new Lead is created in Copper.

New Project

New Project

Triggers when a new project is created in Copper.

New Task

New Task

Triggers when a new task is created in Copper.

Do thisActions

Action is the task that follows automatically within your VATSense integrations.

Validate VAT number

Validate VAT number

Check if a VAT number is valid and return its registration details

Convert Currency

Convert Currency

Convert an amount to another currency

Get countries

Get countries

Get the available countries for VAT settings

Get currency conversion rates

Get currency conversion rates

Get the latest currency conversion rates.

Create invoice

Create invoice

Create a new invoice with line items, VAT rates, currency, and notes.

Add items to invoice

Add items to invoice

Add one or more items to an existing invoice.

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Frequently Asked Questions

How do I start an integration between VATSense and Copper?

To start, connect both your VATSense and Copper accounts to viaSocket. Once connected, you can set up a workflow where an event in VATSense triggers actions in Copper (or vice versa).

Can we customize how data from VATSense is recorded in Copper?

Absolutely. You can customize how VATSense 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.

How often does the data sync between VATSense and Copper?

The data sync between VATSense and Copper typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from VATSense to Copper?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between VATSense and Copper?

Yes, you can set conditional logic to control the flow of data between VATSense 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.

VATSense

About VATSense

VATSense is a comprehensive platform designed to streamline and enhance your VAT management processes. With advanced tools for tracking, calculating, and reporting VAT, it ensures compliance and efficiency for businesses of all sizes.

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Copper

About Copper

Copper is a Recommended for Google Workspace CRM that improves productivity and increases visibility across all your customer interactions.

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