Connect Copilot and dg1 to Build Intelligent Automations
Choose a Trigger
When this happens...
New Client
Choose an Action
Automatically do this!
- Request a new Action for dg1
Enable Integrations or automations with these events of Copilot and dg1
Enable Integrations or automations with these events of Copilot and dg1
Triggers
New Client
Trigger whenever any new client is created.
Actions
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 dg1 accounts to viaSocket. Once connected, you can set up a workflow where an event in Copilot triggers actions in dg1 (or vice versa).
Absolutely. You can customize how Copilot data is recorded in dg1. This includes choosing which data fields go into which fields of dg1, setting up custom formats, and filtering out unwanted information.
The data sync between Copilot and dg1 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 dg1. 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.
Learn MoreAbout dg1
DG1 is an all-in-one E-Business suite with enterprise-level capabilities for small and medium-sized businesses. It is affordably delivered through the cloud as a SaaS.
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