Connect Copilot and Readwise to Build Intelligent Automations

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Copilot

When this happens...

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Readwise

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Client

New Client

Trigger whenever any new client is created.

Request a new Trigger for Copilot

Do thisActions

Action is the task that follows automatically within your Copilot integrations.

Create Client

Create Client

Creates a new client.

Create Company

Create Company

Create a new company.

Create Message Channel

Create Message Channel

Create a new message channel.

Create Link

Create Link

Creates a link in a specified files channel.

Create Folder

Create Folder

Creates a new folder.

Create File

Create File

Creates a file in a specified files channel.

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Frequently Asked Questions

How do I start an integration between Copilot and Readwise?

To start, connect both your Copilot and Readwise accounts to viaSocket. Once connected, you can set up a workflow where an event in Copilot triggers actions in Readwise (or vice versa).

Can we customize how data from Copilot is recorded in Readwise?

Absolutely. You can customize how Copilot data is recorded in Readwise. This includes choosing which data fields go into which fields of Readwise, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Copilot and Readwise?

The data sync between Copilot and Readwise typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Copilot to Readwise?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Copilot and Readwise?

Yes, you can set conditional logic to control the flow of data between Copilot and Readwise. 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.

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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Readwise

About Readwise

Readwise is a platform designed to help users manage and revisit their digital highlights and notes from various reading sources. It allows users to sync their highlights from Kindle, Instapaper, Pocket, and other reading apps, and then surfaces these highlights through daily emails and a web app to reinforce learning and retention.

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