Connect Botse Partner and Autopilot
Integrate Botse Partner with Autopilot to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create New User in Botse Partner when New Client in Autopilot
Create Magic Link with Botse Partner when New Client in Autopilot
Add Wallet Balance to Botse Partner when New Client in Autopilot
Assign Trail Plan in Botse Partner when New Client in Autopilot
Create New User in Botse Partner when Updated Client in Autopilot
Popular Botse Partner + Autopilot flows
Start from a real workflow other teams are already running.
Choose a trigger
Botse Partner
When this happens...
When New Account Created
Choose an action
Autopilot
Automatically do this!
Create Client
Update Client
Find Clients
Add Client Address
Create Job
Update Job
Find Jobs
Create Invoice
Update Invoice
Record Invoice Payment
Find Invoices
Create Estimate
Update Estimate
Find Estimates
Add Line Item
Create New User in Botse Partner when New Client in Autopilot
Use this flowCreate Magic Link with Botse Partner when New Client in Autopilot
Use this flowAdd Wallet Balance to Botse Partner when New Client in Autopilot
Use this flowAssign Trail Plan in Botse Partner when New Client in Autopilot
Use this flowCreate New User in Botse Partner when Updated Client in Autopilot
Use this flowCreate Magic Link with Botse Partner when Updated Client in Autopilot
Use this flowAdd Wallet Balance to Botse Partner when Updated Client in Autopilot
Use this flowAssign Trail Plan in Botse Partner when Updated Client in Autopilot
Use this flowCreate New User in Botse Partner when New Job in Autopilot
Use this flowCreate Magic Link with Botse Partner when New Job in Autopilot
Use this flowSupported Triggers & Actions
Everything you can automate between Botse Partner and Autopilot.
When this happensTriggers
A trigger is an event that starts a workflow.
When New Account Created
Runs when new partner created
New Client
Runs when a new client or lead is added. Optionally only clients or only leads.
Updated Client
Runs when a client changes, including addresses and tags.
New Job
Runs when a new job is created.
Updated Job
Runs when a job is updated, optionally only for a chosen status.
New Invoice
Runs when a new invoice is created.
Do thisActions
Action is the task that follows automatically within your Botse Partner integrations.
Create New User
Create a new partner account
Create Magic Link
Create a secure sign-in link
Add Wallet Balance
Add funds to a partner wallet
Assign Trail Plan
Assign partners to a plan
Create Client
Create a client or lead with contact details, service address and tags.
Update Client
Update a client's contact info, type, billing address, notes or preferences. Requires client ID; empty fields unchanged.
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 Botse Partner
A system for managing Botse partner relationships and partner-related workflows.
Learn moreSimilar apps
About Autopilot
Autopilot is a CRM and field service management app for home service businesses: clients, jobs, scheduling, estimates, invoices and payments.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Botse Partner and Autopilot 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 Botse Partner and Autopilot 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 Autopilot. No coding required.
Yes. You can set up a workflow where Botse Partner triggers actions in Autopilot, and a separate workflow where Autopilot triggers actions in Botse Partner. 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 Botse Partner and Autopilot. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Botse Partner and Autopilot integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
