Connect Copilot and Booqable to Build Intelligent Automations
Choose a Trigger
When this happens...
New Client
Choose an Action
Automatically do this!
List All Customers
List All Users
List All Products
List All Provinces
List All Payments
List All Orders
List All Notes
List All Employees
List All Documents
List All Collections
List All Items
Find Customer by ID
Find Customer by Email or Name
List All Emails
Create Customer
Update Customer
Delete Customer
Find Order by ID
Ready to use Copilot and Booqable automations
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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 Customer Update
Triggers when a new customer is update.
New Customer
Triggers when a new customer is added.
Updated Order
Triggers when an order is updated.
Reserved Order
Triggers when an order is reserved.
Completed Payment
Triggers when a payment is completed.
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 Booqable accounts to viaSocket. Once connected, you can set up a workflow where an event in Copilot triggers actions in Booqable (or vice versa).
Absolutely. You can customize how Copilot data is recorded in Booqable. This includes choosing which data fields go into which fields of Booqable, setting up custom formats, and filtering out unwanted information.
The data sync between Copilot and Booqable 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 Booqable. 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 Booqable
Booqable is cloud-based rental software to manage your business and accept online bookings.
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