Connect Copilot and klenty to Build Intelligent Automations
Choose a Trigger
When this happens...
New Client
Choose an Action
Automatically do this!
Create Prospect
Change Status to Do Not Contact
Revert Prospect Status From Do Not Contact
Start an email cadence
Stop All Mails to Prospect
Stop cadence
Unsubscribe Prospect
Update Prospect
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Client
Trigger whenever any new client is created.
Prospect Unsubscribe
Unsubscribe a prospect from Klenty email sequences to stop automated follow-up messages.
Cadence First Reply
Detects when a prospect sends the first reply to a cadence email, logs the response, and triggers follow-up actions.
On Bounce
Triggered when an email sent from Klenty bounces, allowing workflows to handle failed deliveries.
On Cadence Completed
Notifies when a Klenty cadence finishes for a contact or campaign so you can start follow-up actions.
On Click
Triggers when a Klenty email recipient clicks a link, providing recipient, link, and timestamp details.
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 klenty accounts to viaSocket. Once connected, you can set up a workflow where an event in Copilot triggers actions in klenty (or vice versa).
Absolutely. You can customize how Copilot data is recorded in klenty. This includes choosing which data fields go into which fields of klenty, setting up custom formats, and filtering out unwanted information.
The data sync between Copilot and klenty 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 klenty. 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 klenty
Klenty is a sales engagement and lead generation tool that helps you send personalized emails and automated followups at scale.
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