Connect Copilot and FlowFast to Build Intelligent Automations
Choose a Trigger
When this happens...
New Client
Choose an Action
Automatically do this!
Create Card
Add Comment to Card
Create Space
Delete Card
Add Tag
Remove Tag From Card
Remove Comment
Find User By Email
Update space
Create user role
Update user role
Ready to use Copilot and FlowFast 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 Space
Triggers when new Space is Created.
New Comment
Trigger when new Comment is Created on Card.
New Card
Triggers when new Card is Created.
New Column
Triggers when new Column is Created in Board.
New Board
Triggers when new Board is Created in Space.
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 FlowFast accounts to viaSocket. Once connected, you can set up a workflow where an event in Copilot triggers actions in FlowFast (or vice versa).
Absolutely. You can customize how Copilot data is recorded in FlowFast . This includes choosing which data fields go into which fields of FlowFast , setting up custom formats, and filtering out unwanted information.
The data sync between Copilot and FlowFast 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 FlowFast . 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.
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