Connect Copilot and Bookingmood to Build Intelligent Automations

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Copilot

When this happens...

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Bookingmood

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Client

New Client

Trigger whenever any new client is created.

New Booking

New Booking

Triggered when a new booking is created.

Calendar Event Tasks Created

Calendar Event Tasks Created

Triggered when an existing calendar event tasks created.

Calendar Events Created

Calendar Events Created

trigger when a new calendar events created.

Calendar Events Confirmed

Calendar Events Confirmed

Trigger when a new calendar events confirmed created.

Invoices Created

Invoices Created

Trigger when a new invoices created.

Do thisActions

Action is the task that follows automatically within your Copilot integrations.

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 Bookingmood?

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

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

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

How often does the data sync between Copilot and Bookingmood?

The data sync between Copilot and Bookingmood 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 Bookingmood?

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 Bookingmood?

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

About Bookingmood

Bookingmood is a comprehensive platform designed to streamline the booking process for various services, including accommodations, events, and appointments. It offers a user-friendly interface and robust features to manage bookings efficiently.

Learn More