Connect Copilot and image-charts to Build Intelligent Automations

Choose a Trigger

Copilot

When this happens...

Choose an Action

image-charts

Automatically do this!

Enable Integrations or automations with these events of Copilot and image-charts

Enable Integrations or automations with these events of Copilot and image-charts

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 image-charts?

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

Can we customize how data from Copilot is recorded in image-charts?

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

How often does the data sync between Copilot and image-charts?

The data sync between Copilot and image-charts 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 image-charts?

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 image-charts?

Yes, you can set conditional logic to control the flow of data between Copilot and image-charts. 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.

Learn More
image-charts

About image-charts

Image-Charts is a service to generate images of bar charts, line charts, pie chart, QR Code (and much more) to embed inside PDF reports, emails, and more.

Learn More