Connect Copilot and FuseDesk to Build Intelligent Automations
Choose a Trigger
When this happens...
New Client
Choose an Action
Automatically do this!
Create Contact
Create FuseDesk Case
Update Contact
Update FuseDesk Case
Find a Contact
List Case
List Unassigned Emails
List Trashed Emails
List All Reps
List Case Tags
List Active Departments
List Departments
List Archived Departments
List Webhooks
List Chats
Ready to use Copilot and FuseDesk automations
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- InstagramInstagram CaptionGenerate ImagePublish Photo with TaggingAdd Step
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Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Client
Trigger whenever any new client is created.
Contact Updated
Triggers when a contact is updated in FuseDesk
Contact Created
Triggers when a contact is created in FuseDesk
Case Created
Triggers when a new FuseDesk case is created.
Case Updated
Triggers when a new FuseDesk case is updated.
Case Closed
Triggers when a FuseDesk case has been resolved and marked as Closed
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 FuseDesk accounts to viaSocket. Once connected, you can set up a workflow where an event in Copilot triggers actions in FuseDesk (or vice versa).
Absolutely. You can customize how Copilot data is recorded in FuseDesk. This includes choosing which data fields go into which fields of FuseDesk, setting up custom formats, and filtering out unwanted information.
The data sync between Copilot and FuseDesk 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 FuseDesk. 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 FuseDesk
FuseDesk is an integrated Help Desk and Messaging Platform for sales and customer support case management.
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