IntegrationsCopilotHumantic AI
Copilot + Humantic AI

Connect Copilot and Humantic AI to Build Intelligent Automations

Choose a Trigger

Copilot

When this happens...

Choose an Action

Humantic AI

Automatically do this!

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Client

New Client

Trigger whenever any new client is created.

Request a new Trigger for Copilot

Do thisActions

Action is the task that follows automatically within your Copilot integrations.

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 Humantic AI?

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

Can we customize how data from Copilot is recorded in Humantic AI?

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

How often does the data sync between Copilot and Humantic AI?

The data sync between Copilot and Humantic AI 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 Humantic AI?

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 Humantic AI?

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

About Humantic AI

Humantic AI is a cutting-edge platform that leverages artificial intelligence to provide deep insights into human behavior and personality. It helps businesses and individuals understand their customers, colleagues, and themselves better, enabling more personalized and effective interactions.

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