Connect Copilot and cheqroom to Build Intelligent Automations

Choose a Trigger

Copilot

When this happens...

Choose an Action

cheqroom

Automatically do this!

Enable Integrations or automations with these events of Copilot and cheqroom

Enable Integrations or automations with these events of Copilot and cheqroom

Triggers

New Client

New Client

Trigger whenever any new client is created.

Request a new Trigger for Copilot

Actions

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 cheqroom?

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

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

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

How often does the data sync between Copilot and cheqroom?

The data sync between Copilot and cheqroom 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 cheqroom?

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 cheqroom?

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

About cheqroom

Cheqroom is an equipment tracking service that makes it easy to know who has what equipment and when it’s due back.

Learn More