Connect Copilot and Cin7 Core
Integrate Copilot with Cin7 Core to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Client in Copilot when When a new sale is created in Cin7 Core
Create Company in Copilot when When a new sale is created in Cin7 Core
Create Message Channel in Copilot when When a new sale is created in Cin7 Core
Create Link on Copilot when When a new sale is created in Cin7 Core
Create Folder in Copilot when When a new sale is created in Cin7 Core
Popular Copilot + Cin7 Core flows
Start from a real workflow other teams are already running.
Choose a trigger
Copilot
When this happens...
New Client
Choose an action
Cin7 Core
Automatically do this!
Create Customer
Update Customer
Find Products
Create Purchase Order
List Purchases
Add Supplier
Update Supplier
Create Lead
Find Sales
Create Client in Copilot when When a new sale is created in Cin7 Core
Use this flowCreate Company in Copilot when When a new sale is created in Cin7 Core
Use this flowCreate Message Channel in Copilot when When a new sale is created in Cin7 Core
Use this flowCreate Link on Copilot when When a new sale is created in Cin7 Core
Use this flowCreate Folder in Copilot when When a new sale is created in Cin7 Core
Use this flowCreate File in Copilot when When a new sale is created in Cin7 Core
Use this flowCreate Note in Copilot when When a new sale is created in Cin7 Core
Use this flowUpdate a Note in Copilot when When a new sale is created in Cin7 Core
Use this flowUpdate Client in Copilot when When a new sale is created in Cin7 Core
Use this flowUpdate Company in Copilot when When a new sale is created in Cin7 Core
Use this flowSupported Triggers & Actions
Everything you can automate between Copilot and Cin7 Core.
When this happensTriggers
A trigger is an event that starts a workflow.
New Client
Trigger whenever any new client is created.
When a new sale is created
Runs the workflow automatically whenever a new sale is created in Cin7 Core.
When a purchase is updated
Runs the workflow automatically whenever a purchase is updated in your Cin7 Core account.
When a customer is created or updated
Runs the workflow automatically whenever a customer is created or updated in Cin7 Core.
When a product's available stock level changes
Runs the workflow automatically whenever any product's available stock level changes in the account.
When a sales invoice is authorised
Runs the workflow automatically whenever any sales invoice is authorised in the account.
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.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About Copilot
Create a client portal to combine messaging, payments, and other modules to offer clients a branded, streamlined experience.
Learn moreSimilar apps
About Cin7 Core
Cin7 Core Inventory is an all in one holistic solution for Inventory Management, POS & B2B eCommerce. Easily manage all your inventory, purchases, sales, suppliers and customers in one easy to use system.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Copilot and Cin7 Core accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Copilot and Cin7 Core as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Cin7 Core. No coding required.
Yes. You can set up a workflow where Copilot triggers actions in Cin7 Core, and a separate workflow where Cin7 Core triggers actions in Copilot. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Copilot and Cin7 Core. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Copilot and Cin7 Core integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
