Connect Copilot and SheetDB to Build Intelligent Automations

Choose a Trigger

Copilot

When this happens...

Choose an Action

SheetDB

Automatically do this!

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.

We'll help you get started

Our team is all set to help you!

Customer support expert avatarTechnical support expert avatarAutomation specialist expert avatarIntegration expert avatar

Frequently Asked Questions

How do I start an integration between Copilot and SheetDB?

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

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

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

How often does the data sync between Copilot and SheetDB?

The data sync between Copilot and SheetDB 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 SheetDB?

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 SheetDB?

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

Learn More
SheetDB

About SheetDB

SheetDB is a powerful tool that transforms your Google Sheets into a fully functional RESTful API, allowing you to easily integrate and manage your spreadsheet data with other applications and services. It simplifies the process of connecting your spreadsheets to web and mobile apps, enabling seamless data exchange and automation.

Learn More