Connect Copilot and Stape to Build Intelligent Automations

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Copilot

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Stape

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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.

New Singals Gateway

New Singals Gateway

Triggers when a new signal's gateway is created.

New Snapchat Gateway

New Snapchat Gateway

Triggers when a new Snapchat Gateway is created.

New TikTok Gateways

New TikTok Gateways

Triggers when a new TikTok Gateway 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.

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Frequently Asked Questions

How do I start an integration between Copilot and Stape?

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

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

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

How often does the data sync between Copilot and Stape?

The data sync between Copilot and Stape 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 Stape?

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 Stape?

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

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Stape

About Stape

Stape is a platform designed to simplify server-side tagging and enhance data collection for businesses. It provides tools to manage and deploy server-side Google Tag Manager (GTM) containers, allowing for more accurate and efficient tracking of user interactions and conversions. Stape helps businesses optimize their analytics and marketing efforts by ensuring data accuracy and reducing client-side load times.

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