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Copilot

Copilot

Create integrations between Copilot and your favorite App

Create effective Copilot automations in minutes by using pre-made templates that are customized for your needs

Select Any App to connect with Copilot

Copilot

Copilot

clinked

clinked

Clinked is a white-label client portal for business. Clinked offers secure communication, collaboration & information sharing portal.

clinicminds

clinicminds

Clinicminds is the leading practice and patient management software for private healthcare clinics.

clinchd

clinchd

Clinchd is a sales engagement platform that makes selling a team game with less admin and more clarity for all involved

Clarity Stack

Clarity Stack

Access millions of company records, live contracts and buying signals for more effective sales prospecting.

claimwizard

claimwizard

ClaimWizard provides claim management software for public adjusters and first-party representatives with an emphasis on automation and workflow.

cituro

cituro

cituro is a powerful yet simple online scheduling software for businesses across industries. It optimizes scheduling processes and at the same time offers great service and increase sales.

cirkus

cirkus

Cirkus is a task management software for any business that relies on collaboration to get work done. With powerful project management features for free, Cirkus is simple in design and capable of adapting to your most complicated work processes.

circuit

circuit

Circuit is everything your teams need to communicate in a single app. It’s voice, video, screen share, chat, and file sharing. It’s collaboration made simple.

circa

circa

The B2B event marketing platform: Virtual, hybrid & in-person

cinc

cinc

CINC is a CRM for top-producing real estate brokers and agents, providing an integrated buyer lead generation and management solution.

churchstamp

churchstamp

Automatically send personalized postcards using other software as a trigger, such as online forms, databases, spreadsheets, and more.

chmeetings

chmeetings

ChMeetings is a church management software that helps manage people, services, events, donations, and more.

Actions and Triggers

Do thisActions

Copilot

Create Client

Creates a new client.

Copilot

Find a Company

Search for a company by ID or name. Optionally, create a company if none are found.

Copilot

Create Company

Create a new company.

Copilot

Create Message Channel

Create a new message channel.

Copilot

Create Link

Creates a link in a specified files channel.

Copilot

Create Folder

Creates a new folder.

Real-World Use Cases of Copilot Integrations

See how Copilot integrates with popular apps to automate tasks and streamline your workflow.

Sync records with external applications and databases
Generate detailed reports and dashboards from data
Track project progress and task statuses in real-time
Manage and organize data efficiently with custom views
Integrate with collaboration tools for seamless workflows
Automate notifications and alerts based on data changes
Collaborate on data management and analysis with teams
  • Integrate copilot with Salesforce to sync records, ensuring that customer data is consistently updated across your CRM and copilot databases.
  • Integrate copilot with MySQL to automatically sync records, facilitating seamless data exchange between copilot and your SQL databases.

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Frequently asked questions

  • How do you map data in viaSocket workflows?
  • Data mapping in viaSocket involves defining how information flows from one application to another in your automation. You specify which data from the trigger event should be used in your action step.
  • How does viaSocket handle errors or exceptions in automated workflows?
  • viaSocket includes error handling mechanisms in automated workflows to detect and address errors or exceptions that may occur during execution.
  • Is it possible to customize automated workflows according to my business needs?
  • Yes, viaSocket offers flexibility and customization options for automated workflows. Users can tailor workflows to fit their specific business requirements by configuring triggers, actions, conditions, and integrations to suit their unique processes and workflows.
  • What happens if one of the connected apps changes its API or functionality?
  • viaSocket regularly updates its integrations to ensure compatibility with new app versions, features, and APIs released by app developers. These updates help maintain seamless functionality and ensure that integrations continue to work effectively over time.
Copilot

About Copilot

Create a client portal to combine messaging, payments, and other modules to offer clients a branded, streamlined experience.

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viaSocket

About viaSocket

viasocket is an innovative and versatile workflow automation platform designed to streamline and simplify the integration of your favorite applications and to

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