Connect Copilot and surveylab to Build Intelligent Automations

Choose a Trigger

Copilot

When this happens...

Choose an Action

surveylab

Automatically do this!

Enable Integrations or automations with these events of Copilot and surveylab

Enable Integrations or automations with these events of Copilot and surveylab

Triggers

New Client

New Client

Trigger whenever any new client is created.

Request a new Trigger for Copilot

Actions

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.

Explore more automations built by businesses and experts

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 surveylab?

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

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

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

How often does the data sync between Copilot and surveylab?

The data sync between Copilot and surveylab 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 surveylab?

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 surveylab?

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

About surveylab

SurveyLab is a customer feedback software that will help you to build surveys, questionnaires, forms or tests. SurveyLab allows you to collect, analyze data and react in real-time.

Learn More