Connect Copilot and Deputy to Build Intelligent Automations

Choose a Trigger

Copilot

When this happens...

Choose an Action

Deputy

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.

New Employee

New Employee

Trigger when there is a new employee in created.

New Department

New Department

Trigger when a new department created.

New Location

New Location

Trigger when new location in 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 Deputy?

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

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

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

How often does the data sync between Copilot and Deputy?

The data sync between Copilot and Deputy 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 Deputy?

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 Deputy?

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

About Deputy

Deputy is a comprehensive workforce management solution that simplifies scheduling, timesheets, tasking, and communication for businesses. It helps streamline operations and improve productivity by automating administrative tasks.

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