Connect Copilot and Elastic Path to Build Intelligent Automations
Choose a Trigger
When this happens...
New Client
Choose an Action
Automatically do this!
- Request a new Action for Elastic Path
Enable Integrations or automations with these events of Copilot and Elastic Path
Enable Integrations or automations with these events of Copilot and Elastic Path
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 Elastic Path accounts to viaSocket. Once connected, you can set up a workflow where an event in Copilot triggers actions in Elastic Path (or vice versa).
Absolutely. You can customize how Copilot data is recorded in Elastic Path. This includes choosing which data fields go into which fields of Elastic Path, setting up custom formats, and filtering out unwanted information.
The data sync between Copilot and Elastic Path 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 Elastic Path. 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 Elastic Path
Elasticpath is a leading provider of headless commerce solutions, enabling businesses to create highly customizable and scalable eCommerce experiences. With Elasticpath, companies can seamlessly integrate commerce capabilities into any digital touchpoint, providing a flexible and dynamic shopping experience for their customers.
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