Connect Copilot and Slack to Build Intelligent Automations
Choose a Trigger
When this happens...
New Client
Choose an Action
Automatically do this!
Send Message
Set Status
Send Interactive messages
Send Block/buttons/Intractive message using AI
View_open BlockKit Modal using JSON
Chat_update slack block or message using messageTs
Send a message as a thread
Retrieve a message from a channel using messageTs
Add Reminder
Create Channel
Set channel topic
Send Private Channel Message
Create Private Channel
Retrieve Thread Message
Update Profile
Edit Message
Find Public channel
Get Message by Timestamp
Add User on Channel
Send Direct Message
Get all Channel Members
Search User by Id
Get User Information by Email
Use the Built-in Integrations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Client
Trigger whenever any new client is created.
New Message on a Channel
Triggers when new message was sent in a channel
New User Joined or Updated in Your Org
Triggers when a new user join workspace.
New message Posted
Triggers when a new message is posted on any slack channel.
New Message Reaction
Triggers when a new messages on channels is posted and reaction added to that.
New Message in a Thread
Triggers when new message recieved in a thread.
Do thisActions
Action is the task that follows automatically within your Copilot integrations.
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.
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Watch Integrations In Action
Frequently Asked Questions
To start, connect both your Copilot and Slack accounts to viaSocket. Once connected, you can set up a workflow where an event in Copilot triggers actions in Slack (or vice versa).
Absolutely. You can customize how Copilot data is recorded in Slack. This includes choosing which data fields go into which fields of Slack, setting up custom formats, and filtering out unwanted information.
The data sync between Copilot and Slack 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 Slack. 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 Slack
Slack is a team Communication Platform. Focused on chat, apps and working with bots.
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