Connect Copilot and Looker (Google Cloud) to Build Intelligent Automations
Choose a Trigger
When this happens...
New Client
Choose an Action
Automatically do this!
- Request a new Action for Looker (Google Cloud)
Enable Integrations or automations with these events of Copilot and Looker (Google Cloud)
Enable Integrations or automations with these events of Copilot and Looker (Google 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 Looker (Google Cloud) accounts to viaSocket. Once connected, you can set up a workflow where an event in Copilot triggers actions in Looker (Google Cloud) (or vice versa).
Absolutely. You can customize how Copilot data is recorded in Looker (Google Cloud). This includes choosing which data fields go into which fields of Looker (Google Cloud), setting up custom formats, and filtering out unwanted information.
The data sync between Copilot and Looker (Google 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 Looker (Google 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 Looker (Google Cloud)
Looker, a part of Google Cloud, is a powerful business intelligence and data analytics platform that enables organizations to explore, analyze, and share real-time business insights. It provides a robust environment for data-driven decision-making by offering intuitive data visualization, customizable dashboards, and seamless integration with various data sources. Looker empowers teams to collaborate on data analysis and derive actionable insights to drive business growth.
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