Connect Copilot and Edusign to Build Intelligent Automations
Choose a Trigger
When this happens...
New Client
Choose an Action
Automatically do this!
Create classroom
Create a course
Create Group
Create Professor
Create Student
Update Student
Update Professor
Update Group
Find Student
Find Professor
Find Group
Find Document
Find Document Template
Find Admin
Delete Document
Creates a new Admin
Ready to use Copilot and Edusign 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 Student
Trigger when a new student is created.
New Professor
Triggers when you want to get all professors from the API.
New Group
Triggers when a new group is created.
New Course
Triggers when a user needs to get all courses from the API.
New Admin
Triggers when you want to get all Admins in your school from the API.
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 Edusign accounts to viaSocket. Once connected, you can set up a workflow where an event in Copilot triggers actions in Edusign (or vice versa).
Absolutely. You can customize how Copilot data is recorded in Edusign. This includes choosing which data fields go into which fields of Edusign, setting up custom formats, and filtering out unwanted information.
The data sync between Copilot and Edusign 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 Edusign. 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 Edusign
Digital attendance sheets. Sign online and generate certified documents in seconds.
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