Enable Integrations or automations with these events of Copilot and recallcue
Trigger whenever any new client is created.
Creates a new client.
Create a new company.
Create a new message channel.
Creates a link in a specified files channel.
Creates a new folder.
Creates a file in a specified files channel.
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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Copilot and recallcue accounts to viaSocket. Once connected, you can set up a workflow where an event in Copilot triggers actions in recallcue (or vice versa).
Absolutely. You can customize how Copilot data is recorded in recallcue. This includes choosing which data fields go into which fields of recallcue, setting up custom formats, and filtering out unwanted information.
The data sync between Copilot and recallcue 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 recallcue. 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.
Create a client portal to combine messaging, payments, and other modules to offer clients a branded, streamlined experience.
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