Connect Copilot and KarmaCRM to Build Intelligent Automations
Choose a Trigger
When this happens...
New Client
Choose an Action
Automatically do this!
List All Companies
List All Contacts
Create Company
Create Contact
Create Deal
Find Company
Find Contact
List All Activities
List All Calendars
List All Deals
List All Histories
Ready to use Copilot and KarmaCRM automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Client
Trigger whenever any new client is created.
Company Created
Triggers when a new company is created.
New Contact Created
Triggers when a new contact is created.
Contact Updated
Triggers when a contact is updated.
New Deal Created
Triggers when a new deal is created.
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 KarmaCRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Copilot triggers actions in KarmaCRM (or vice versa).
Absolutely. You can customize how Copilot data is recorded in KarmaCRM. This includes choosing which data fields go into which fields of KarmaCRM, setting up custom formats, and filtering out unwanted information.
The data sync between Copilot and KarmaCRM 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 KarmaCRM. 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 KarmaCRM
KarmaCRM is a simple CRM that helps you nurture personalized relationships at scale by connecting your email, calendar and team to bring all your data into a single place.
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