
When this happens...
New Room

Automatically do this!
Create Client
Create Company
Create Message Channel
Create Link
Create Folder
Create File
Create Note
Update a Note
Update Client
Update Company
Send a Message
Request Form Responses
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When this happensTriggers
A trigger is an event that starts a workflow.
Trigger when New Room is created
Trigger whenever any new client is created.
Action is the task that follows automatically within your AskHandle integrations.
Get all Rooms Detail
Create a Room
Get all Keyoword Notification in AskHandle.
Get all leads in AskHandle.
Creates a new client.
Create a new company.

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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 AskHandle and Copilot accounts to viaSocket. Once connected, you can set up a workflow where an event in AskHandle triggers actions in Copilot (or vice versa).
Absolutely. You can customize how AskHandle data is recorded in Copilot. This includes choosing which data fields go into which fields of Copilot, setting up custom formats, and filtering out unwanted information.
The data sync between AskHandle and Copilot 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 AskHandle and Copilot. 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.
AskHandle is a versatile platform designed to streamline customer support and enhance communication between businesses and their clients. It offers a range of tools to manage inquiries, provide timely responses, and ensure customer satisfaction. With its user-friendly interface, businesses can efficiently handle customer queries and improve their overall support experience.
Learn MoreCreate a client portal to combine messaging, payments, and other modules to offer clients a branded, streamlined experience.
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