Connect Copilot and Deskpro to Build Intelligent Automations
Choose a Trigger
When this happens...
New Client
Choose an Action
Automatically do this!
Create Brand
Create Ticket
Create Organization
Find Ticket
Find Organization
Add Message to Ticket
Update Ticket
Create Person
Find Person
Ready to use Copilot and Deskpro automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Client
Trigger whenever any new client is created.
New Organization
This trigger checks for newly created organizations in Deskpro on a scheduled interval (e.g., every 5 or 15 minutes).
New Person Added
This trigger automatically checks for new people (users) added to your Deskpro account on a regular schedule (e.g., every 5 or 15 minutes).
New Ticket
Checks for any new ticket created
New Task
This trigger checks for newly created tasks in Deskpro.
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.
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Frequently Asked Questions
To start, connect both your Copilot and Deskpro accounts to viaSocket. Once connected, you can set up a workflow where an event in Copilot triggers actions in Deskpro (or vice versa).
Absolutely. You can customize how Copilot data is recorded in Deskpro. This includes choosing which data fields go into which fields of Deskpro, setting up custom formats, and filtering out unwanted information.
The data sync between Copilot and Deskpro typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Copilot and Deskpro. 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.
About Copilot
Create a client portal to combine messaging, payments, and other modules to offer clients a branded, streamlined experience.
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