Connect Copilot and Ably Realtime to Build Intelligent Automations
Choose a Trigger
When this happens...
New Client
Choose an Action
Automatically do this!
- Request a new Action for Ably Realtime
Enable Integrations or automations with these events of Copilot and Ably Realtime
Enable Integrations or automations with these events of Copilot and Ably Realtime
Triggers
New Client
Trigger whenever any new client is created.
Actions
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.
Create File
Creates a file in a specified files channel.
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Frequently Asked Questions
To start, connect both your Copilot and Ably Realtime accounts to viaSocket. Once connected, you can set up a workflow where an event in Copilot triggers actions in Ably Realtime (or vice versa).
Absolutely. You can customize how Copilot data is recorded in Ably Realtime. This includes choosing which data fields go into which fields of Ably Realtime, setting up custom formats, and filtering out unwanted information.
The data sync between Copilot and Ably Realtime 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 Copilot and Ably Realtime. 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 Copilot
Create a client portal to combine messaging, payments, and other modules to offer clients a branded, streamlined experience.
Learn MoreAbout Ably Realtime
Ably Realtime is a platform that provides real-time messaging and data streaming services, enabling developers to build live and interactive applications with ease. It offers features such as pub/sub messaging, presence, and message history, ensuring reliable and scalable communication for various use cases.
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