Connect Copilot and iFolio Cloud to Build Intelligent Automations
Choose a Trigger
When this happens...
New Client
Choose an Action
Automatically do this!
- Request a new Action for iFolio Cloud
Enable Integrations or automations with these events of Copilot and iFolio Cloud
Enable Integrations or automations with these events of Copilot and iFolio Cloud
Triggers
New Client
Trigger whenever any new client is created.
Actions
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 iFolio Cloud accounts to viaSocket. Once connected, you can set up a workflow where an event in Copilot triggers actions in iFolio Cloud (or vice versa).
Absolutely. You can customize how Copilot data is recorded in iFolio Cloud. This includes choosing which data fields go into which fields of iFolio Cloud, setting up custom formats, and filtering out unwanted information.
The data sync between Copilot and iFolio Cloud 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 iFolio Cloud. 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 iFolio Cloud
iFOLIO is the all-in-one integrated marketing platform to grow your business and enhance digital presence. Make work easier!
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