Connect Copilot and Neon to Build Intelligent Automations
Choose a Trigger
When this happens...
New Client
Choose an Action
Automatically do this!
Retrieve Current User Details
Create Project
Create Branch
Create Role
Update Project
Update Branch
Delete Project
Delete Branch
Use the Built-in Integrations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Client
Trigger whenever any new client is created.
New Project
Triggers when new project is created.
New Branch
Triggers when new branch is created in an existing project.
New Role
Triggers when new role is created.
Update Role
Triggers when an existing role is updated.
Update Branch
Triggers when an existing branch is updated in an existing project.
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 Neon accounts to viaSocket. Once connected, you can set up a workflow where an event in Copilot triggers actions in Neon (or vice versa).
Absolutely. You can customize how Copilot data is recorded in Neon. This includes choosing which data fields go into which fields of Neon, setting up custom formats, and filtering out unwanted information.
The data sync between Copilot and Neon 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 Neon. 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 Neon
Neon is a cutting-edge platform that offers advanced technological solutions for developers and tech enthusiasts. It provides a suite of tools and services designed to enhance productivity, streamline workflows, and foster innovation in the tech industry.
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