Connect Copilot and BaseLinker to Build Intelligent Automations
Choose a Trigger
When this happens...
New Client
Choose an Action
Automatically do this!
Add Invoice
Add Order
Add Payment
Update Order Status
Add a Tracking Number
Update Order
Ready to use Copilot and BaseLinker automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Client
Trigger whenever any new client is created.
New Order
Triggers when a new order is confirmed.
New Invoice
Triggers when a new invoice is created.
Order Status Changed
Triggers when the status is changed on a order.
Do thisActions
Action is the task that follows automatically within your Copilot integrations.
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 BaseLinker accounts to viaSocket. Once connected, you can set up a workflow where an event in Copilot triggers actions in BaseLinker (or vice versa).
Absolutely. You can customize how Copilot data is recorded in BaseLinker. This includes choosing which data fields go into which fields of BaseLinker, setting up custom formats, and filtering out unwanted information.
The data sync between Copilot and BaseLinker 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 BaseLinker. 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 BaseLinker
BaseLinker is a comprehensive e-commerce management platform that streamlines the process of managing online sales across multiple channels. It offers tools for order management, inventory synchronization, and integration with various marketplaces and couriers, enhancing efficiency and productivity for online retailers.
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