Connect Copilot and Splashtop to Build Intelligent Automations
Choose a Trigger
When this happens...
New Client
Choose an Action
Automatically do this!
- Request a new Action for Splashtop
Enable Integrations or automations with these events of Copilot and Splashtop
Enable Integrations or automations with these events of Copilot and Splashtop
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.
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Frequently Asked Questions
To start, connect both your Copilot and Splashtop accounts to viaSocket. Once connected, you can set up a workflow where an event in Copilot triggers actions in Splashtop (or vice versa).
Absolutely. You can customize how Copilot data is recorded in Splashtop. This includes choosing which data fields go into which fields of Splashtop, setting up custom formats, and filtering out unwanted information.
The data sync between Copilot and Splashtop 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 Splashtop. 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 Splashtop
Splashtop is a leading remote access and remote support solution that allows users to access their computers and devices from anywhere, at any time. It is designed for both personal and business use, providing high-performance remote desktop access, support, and collaboration tools. Splashtop is known for its secure, reliable, and easy-to-use platform, making it a popular choice for IT professionals, support teams, and individuals who need to access their workstations remotely.
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