
When this happens...
New records created
New records updated
Column Update Event
New Row Created
Record Updated
Record Deleted

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 row is added
Triggers when any record updated
Triggers when a value is updated in a selected column.
Triggers when a new row is created in your Table.
Triggers when an existing record is updated in your Table.
Triggers when an existing record is deleted in your Table.
Action is the task that follows automatically within your viaSocket Table integrations.
creates a row in specified table
updates a row in specified table
List all available records of table
Delete records from a table by row id.
Retrieve records from table using filter formula, advanced query, or key/value matching
Retrieves a list of all columns from a specified table.

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 viaSocket Table and Copper accounts to viaSocket. Once connected, you can set up a workflow where an event in viaSocket Table triggers actions in Copper (or vice versa).
Absolutely. You can customize how viaSocket Table 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 viaSocket Table 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 viaSocket Table 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.
Dbdash is a comprehensive dashboard application designed to provide insights and analytics for your database. It enables users to visualize data and track key performance indicators effectively.
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