Connect Copilot and Encharge
Integrate Copilot with Encharge to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Add or update contact in Encharge when New Client in Copilot
Add Tag to User in Encharge when New Client in Copilot
Remove Tag from Contact in Encharge when New Client in Copilot
Archive Or Permanently Delete People in Encharge when New Client in Copilot
Unsubscribe Person from Encharge when New Client in Copilot
Popular Copilot + Encharge flows
Start from a real workflow other teams are already running.
Choose a trigger
Copilot
When this happens...
New Client
Choose an action
Encharge
Automatically do this!
Add or update contact
Add Tag to User
Remove Tag from Contact
Archive Or Permanently Delete People
Unsubscribe Person
Get People
List Contacts
Add or update contact in Encharge when New Client in Copilot
Use this flowAdd Tag to User in Encharge when New Client in Copilot
Use this flowRemove Tag from Contact in Encharge when New Client in Copilot
Use this flowArchive Or Permanently Delete People in Encharge when New Client in Copilot
Use this flowUnsubscribe Person from Encharge when New Client in Copilot
Use this flowGet People from Encharge when New Client in Copilot
Use this flowList Contacts from Encharge when New Client in Copilot
Use this flowCreate Client in Copilot when New User in Encharge
Use this flowCreate Company in Copilot when New User in Encharge
Use this flowCreate Message Channel in Copilot when New User in Encharge
Use this flowSupported Triggers & Actions
Everything you can automate between Copilot and Encharge.
When this happensTriggers
A trigger is an event that starts a workflow.
New Client
Trigger whenever any new client is created.
New User
Triggers when a new user is created.
Unsubscribe User
Triggers when a user is unsubscribed.
Updated Person
Triggers when a person is updated.
Tag Added To Person
Triggers when a person is tagged.
Tag Removed From Person
Triggers when a person is untagged.
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.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About Copilot
Create a client portal to combine messaging, payments, and other modules to offer clients a branded, streamlined experience.
Learn moreSimilar apps
About Encharge
Encharge is a powerful marketing automation platform designed to streamline your marketing efforts and enhance customer engagement. With its intuitive interface, Encharge allows businesses to create personalized customer journeys, automate email campaigns, and integrate seamlessly with other tools to optimize marketing strategies.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Copilot and Encharge accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Copilot and Encharge as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Encharge. No coding required.
Yes. You can set up a workflow where Copilot triggers actions in Encharge, and a separate workflow where Encharge triggers actions in Copilot. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Copilot and Encharge. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Copilot and Encharge integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
