Connect BigMailer and Copilot
Integrate BigMailer with Copilot to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular BigMailer + Copilot flows
Start from a real workflow other teams are already running.
Choose a trigger
BigMailer
When this happens...
New Contact
New User
New Brand
New Brand Property
New Field
New List
Choose an action
Copilot
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
Create Client in Copilot when New Contact in Bigmailer
Use this flowCreate Company in Copilot when New Contact in Bigmailer
Use this flowCreate Message Channel in Copilot when New Contact in Bigmailer
Use this flowCreate Link on Copilot when New Contact in Bigmailer
Use this flowCreate Folder in Copilot when New Contact in Bigmailer
Use this flowCreate File in Copilot when New Contact in Bigmailer
Use this flowCreate Note in Copilot when New Contact in Bigmailer
Use this flowUpdate a Note in Copilot when New Contact in Bigmailer
Use this flowUpdate Client in Copilot when New Contact in Bigmailer
Use this flowUpdate Company in Copilot when New Contact in Bigmailer
Use this flowSupported Triggers & Actions
Everything you can automate between BigMailer and Copilot.
When this happensTriggers
A trigger is an event that starts a workflow.
New Contact
Trigger when new contact is created.
New User
Triggers when a new user is created.
New Brand
Triggers when a new brand is created.
New Brand Property
Triggers when a new brand property is created.
New Field
Triggers when a new field is created.
New List
Triggers when a new list is created.
Do thisActions
Action is the task that follows automatically within your BigMailer integrations.
Add/Update Contact
Create a new contact or update an existing contact in the selected BigMailer brand
Create List
Create a new mailing list.
Update List
Update details of an existing list
Create Field
Creates a new field.
Update Field
Update the selected field's details.
Create Brand Property
Creates a new brand property.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About BigMailer
Bigmailer is a comprehensive email marketing platform designed to help businesses manage and automate their email campaigns efficiently. It offers features such as email list management, campaign automation, and detailed analytics to optimize email marketing efforts.
Learn more
About Copilot
Create a client portal to combine messaging, payments, and other modules to offer clients a branded, streamlined experience.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your BigMailer and Copilot accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between BigMailer and Copilot as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Copilot. No coding required.
Yes. You can set up a workflow where BigMailer triggers actions in Copilot, and a separate workflow where Copilot triggers actions in BigMailer. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between BigMailer and Copilot. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire BigMailer and Copilot integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
