Connect Copilot and cody to Build Intelligent Automations

Choose a Trigger

Copilot

When this happens...

Choose an Action

cody

Automatically do this!

Enable Integrations or automations with these events of Copilot and cody

Enable Integrations or automations with these events of Copilot and cody

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 cody?

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

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

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

How often does the data sync between Copilot and cody?

The data sync between Copilot and cody 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 cody?

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 cody?

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

About cody

Cody is an intelligent AI assistant like ChatGPT – with the added benefit of being able to train it on your business, processes with your own knowledge base.

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