Integrations Copilot Goals by KeepSolid
Copilot + Goals by KeepSolid

Connect Copilot and Goals by KeepSolid to Build Intelligent Automations

Choose a Trigger

Copilot

When this happens...

Choose an Action

Goals by KeepSolid

Automatically do this!

Enable Integrations or automations with these events of Copilot and Goals by KeepSolid

Enable Integrations or automations with these events of Copilot and Goals by KeepSolid

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 Goals by KeepSolid?

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

Can we customize how data from Copilot is recorded in Goals by KeepSolid?

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

How often does the data sync between Copilot and Goals by KeepSolid?

The data sync between Copilot and Goals by KeepSolid 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 Goals by KeepSolid?

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 Goals by KeepSolid?

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

About Goals by KeepSolid

Goals by KeepSolid is a goal management platform, where you can set goals, plan strategy, involve your team, and achieve results together.

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