Connect Copilot and ChainDesk to Build Intelligent Automations

Choose a Trigger

Copilot

When this happens...

Choose an Action

ChainDesk

Automatically do this!

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.

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 ChainDesk?

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

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

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

How often does the data sync between Copilot and ChainDesk?

The data sync between Copilot and ChainDesk 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 ChainDesk?

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 ChainDesk?

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

About ChainDesk

Chaindesk is a cutting-edge platform leveraging artificial intelligence to streamline and enhance blockchain technology solutions. It offers tools and services for blockchain development, management, and analytics, making it easier for businesses to integrate and optimize blockchain technology.

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