Connect BugHerd and Copilot to Build Intelligent Automations
Choose a Trigger
When this happens...
Comment Created
Task Created
Task Updated
Choose an Action
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
Ready to use BugHerd and Copilot automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Comment Created
Trigger when a comment is created.
Task Created
Trigger when task is created.
Task Updated
Trigger when task is created or updated.
New Client
Trigger whenever any new client is created.
Do thisActions
Action is the task that follows automatically within your BugHerd integrations.
Create Project
Create a project in BugHerd.
Add Member
Add a member to a project.
Add Guest
Add an existing guest to a project, or invite someone by email address.
Update Project
Update settings for an existing project under your control
Delete Project
Delete a project and all associated data.
Add Task to a Project
Add a new task in a project.
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Frequently Asked Questions
To start, connect both your BugHerd and Copilot accounts to viaSocket. Once connected, you can set up a workflow where an event in BugHerd triggers actions in Copilot (or vice versa).
Absolutely. You can customize how BugHerd 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 BugHerd 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 BugHerd 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.
About BugHerd
BugHerd is a simple yet powerful web-based bug tracking tool that acts like a sticky note on your website. It allows teams to easily manage feedback and track issues directly on web pages.
Learn MoreAbout Copilot
Create a client portal to combine messaging, payments, and other modules to offer clients a branded, streamlined experience.
Learn More
