Connect Copilot and Cal.com to Build Intelligent Automations

Choose a Trigger

Copilot

When this happens...

Choose an Action

Cal.com

Automatically do this!

Ready to use Copilot and Cal.com automations

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.

Booking Created

Booking Created

Activates instantly when a new booking is created, triggering immediate workflow initiation.

Booking Rescheduled

Booking Rescheduled

Activates instantly when a booking is rescheduled, triggering immediate workflow initiation.

Booking Cancelled

Booking Cancelled

Activates instantly when a booking is cancelled, triggering immediate workflow initiation.

Request a new Trigger for Copilot

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 Cal.com?

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

Can we customize how data from Copilot is recorded in Cal.com?

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

How often does the data sync between Copilot and Cal.com?

The data sync between Copilot and Cal.com 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 Cal.com?

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 Cal.com?

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

About Cal.com

Cal.com is a versatile scheduling platform designed to streamline appointment booking and calendar management. It offers seamless integration with various calendar services, making it easy to schedule meetings, events, and appointments.

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