Enable Integrations or automations with these events of autopilot and Copilot
Creates a new client.
Search for a company by ID or name. Optionally, create a company if none are found.
Create a new company.
Create a new message channel.
Creates a link in a specified files channel.
Creates a new folder.
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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.
Autopilot Journeys is visual marketing software for automating customer journeys, to help companies acquire and nurture leads through email, web, SMS and direct mail.
Learn MoreCreate a client portal to combine messaging, payments, and other modules to offer clients a branded, streamlined experience.
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