Connect Confluence Cloud and Copilot to Build Intelligent Automations
Choose a Trigger
When this happens...
New Page or BlogPost
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 Confluence Cloud and Copilot automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Page or BlogPost
Triggers when a new page or blog post is created.
New Client
Trigger whenever any new client is created.
Do thisActions
Action is the task that follows automatically within your Confluence Cloud integrations.
List all Scopes
List all scopes
Create Client
Creates a new client.
Create Company
Create a new company.
Create Message Channel
Create a new message channel.
Create Link
Creates a link in a specified files channel.
Create Folder
Creates a new folder.
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Frequently Asked Questions
To start, connect both your Confluence Cloud and Copilot accounts to viaSocket. Once connected, you can set up a workflow where an event in Confluence Cloud triggers actions in Copilot (or vice versa).
Absolutely. You can customize how Confluence Cloud 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 Confluence Cloud 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 Confluence Cloud 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 Confluence Cloud
Confluence is a collaboration tool developed by Atlassian that allows teams to manage projects, share documents, and enhance communication within teams. Confluence integrates seamlessly with Jira and supports a range of powerful plugins to extend its functionality.
Learn MoreAbout Copilot
Create a client portal to combine messaging, payments, and other modules to offer clients a branded, streamlined experience.
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