Connect Copilot and essensys to Build Intelligent Automations

Choose a Trigger

Copilot

When this happens...

Choose an Action

essensys

Automatically do this!

Enable Integrations or automations with these events of Copilot and essensys

Enable Integrations or automations with these events of Copilot and essensys

Triggers

New Client

New Client

Trigger whenever any new client is created.

Request a new Trigger for Copilot

Actions

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 essensys?

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

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

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

How often does the data sync between Copilot and essensys?

The data sync between Copilot and essensys 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 essensys?

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 essensys?

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

About essensys

essensys Operate is a workspace management platform that helps space-as-a-service operators run their workspace from lead to cash and everything in between.

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