Connect Copilot and actionnetwork to Build Intelligent Automations

Choose a Trigger

Copilot

When this happens...

Choose an Action

actionnetwork

Automatically do this!

Enable Integrations or automations with these events of Copilot and actionnetwork

Enable Integrations or automations with these events of Copilot and actionnetwork

Triggers

New Client

New Client

Trigger whenever any new client is created.

Request a new Trigger for Copilot

Actions

Create Client

Create Client

Creates a new client.

Create Company

Create Company

Create a new company.

Create Message Channel

Create Message Channel

Create a new message channel.

Create Link

Create Link

Creates a link in a specified files channel.

Create Folder

Create Folder

Creates a new folder.

Create File

Create File

Creates a file in a specified files channel.

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Frequently Asked Questions

How do I start an integration between Copilot and actionnetwork?

To start, connect both your Copilot and actionnetwork accounts to viaSocket. Once connected, you can set up a workflow where an event in Copilot triggers actions in actionnetwork (or vice versa).

Can we customize how data from Copilot is recorded in actionnetwork?

Absolutely. You can customize how Copilot data is recorded in actionnetwork. This includes choosing which data fields go into which fields of actionnetwork, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Copilot and actionnetwork?

The data sync between Copilot and actionnetwork typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Copilot to actionnetwork?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Copilot and actionnetwork?

Yes, you can set conditional logic to control the flow of data between Copilot and actionnetwork. 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.

Copilot

About Copilot

Create a client portal to combine messaging, payments, and other modules to offer clients a branded, streamlined experience.

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actionnetwork

About actionnetwork

Action Network is an online organizing tool for progressives, offering actions such as fundraising, petitions, and letters to elected officials, a built-in mass email tool to keep in touch with your activists, and more.

Learn More