Connect Copilot and DScribe to Build Intelligent Automations

Choose a Trigger

Copilot

When this happens...

Choose an Action

DScribe

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.

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 DScribe?

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

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

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

How often does the data sync between Copilot and DScribe?

The data sync between Copilot and DScribe 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 DScribe?

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 DScribe?

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

About DScribe

dScribe is an innovative AI-powered tool designed to assist users in generating high-quality written content efficiently. Leveraging advanced natural language processing algorithms, dScribe helps users create articles, reports, and other textual content with ease, making it an ideal solution for writers, marketers, and businesses looking to streamline their content creation process.

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