Connect Copilot and splitwise to Build Intelligent Automations
Choose a Trigger
When this happens...
New Client
Choose an Action
Automatically do this!
Create Expense
Create Group
Delete Expense
List Current User's Expenses
Delete Group
Add user to group
Add a Friend
Update a Expense
Create Comment
Delete Comment
Delete a Friendship
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 Expense
Triggers when a new expense is added to a group or with friends.
New Group
Triggers when a new group is created.
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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Frequently Asked Questions
To start, connect both your Copilot and splitwise accounts to viaSocket. Once connected, you can set up a workflow where an event in Copilot triggers actions in splitwise (or vice versa).
Absolutely. You can customize how Copilot data is recorded in splitwise. This includes choosing which data fields go into which fields of splitwise, setting up custom formats, and filtering out unwanted information.
The data sync between Copilot and splitwise 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 splitwise. 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 splitwise
Splitwise is a platform designed to help users manage and share expenses with friends, family, and roommates. It simplifies the process of tracking shared bills and IOUs, ensuring everyone pays their fair share. Ideal for group trips, shared households, and any situation where expenses need to be divided among multiple people.
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