Connect Copilot and Shapr to Build Intelligent Automations
Choose a Trigger
When this happens...
New Client
Choose an Action
Automatically do this!
- Request a new Action for Shapr
Enable Integrations or automations with these events of Copilot and Shapr
Enable Integrations or automations with these events of Copilot and Shapr
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.
Explore more automations built by businesses and experts
Know More About Copilot and Shapr Integrations
How viaSocket Works | A Complete Guide
Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.
5 Simple Automation Hacks to Make Your Team Free
Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.
What is Workflow Automation - Definition, Importance & Benefits | A Complete Guide
Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
What are Webhooks - Definition, Working, Usage & Examples | A Complete Guide
Webhook is like a real-time notification system between apps. Whenever something happens in one app—like a new comment or a purchase—a webhook sends a signal to another app, instantly letting it know about the event.
Frequently Asked Questions
To start, connect both your Copilot and Shapr accounts to viaSocket. Once connected, you can set up a workflow where an event in Copilot triggers actions in Shapr (or vice versa).
Absolutely. You can customize how Copilot data is recorded in Shapr. This includes choosing which data fields go into which fields of Shapr, setting up custom formats, and filtering out unwanted information.
The data sync between Copilot and Shapr 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 Shapr. 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 Shapr
Shapr is a cutting-edge 3D modeling software designed for professionals and hobbyists alike. It offers intuitive and powerful tools for creating detailed 3D designs, making it ideal for engineers, architects, and designers. With its user-friendly interface and robust features, Shapr enables users to bring their creative visions to life with precision and ease.
Learn MoreviaSocket
For SaaS
For AI Agent Builders
Support
Automation Experts
Plans, Pricing and Offer
AI & Automation
© 2026 viaSocket |Privacy,TermsandData Retention & Deletion Policy
Walkover Web Solutions Pvt Ltd. | All rights reserved.