Connect Copilot and Domo to Build Intelligent Automations
Choose a Trigger
When this happens...
New Client
Choose an Action
Automatically do this!
Create DataSet
Create List
Update List
Create Group
Create Project
Update Project
List Projects
Create User
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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 DataSet Is Created
Runs when new DataSet is created
New Card Created
Runs when a new card is created in Domo.
New Task Created
Runs when a new task is created.
New Project Created
Runs when a new project is created.
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 Domo accounts to viaSocket. Once connected, you can set up a workflow where an event in Copilot triggers actions in Domo (or vice versa).
Absolutely. You can customize how Copilot data is recorded in Domo. This includes choosing which data fields go into which fields of Domo, setting up custom formats, and filtering out unwanted information.
The data sync between Copilot and Domo 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 Domo. 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 Domo
Domo is a cloud-based business intelligence platform that provides data visualization, analytics, and reporting tools to help organizations make data-driven decisions.
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