Connect Copilot and tarvent to Build Intelligent Automations

Choose a Trigger

Copilot

When this happens...

Choose an Action

tarvent

Automatically do this!

Enable Integrations or automations with these events of Copilot and tarvent

Enable Integrations or automations with these events of Copilot and tarvent

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 tarvent?

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

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

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

How often does the data sync between Copilot and tarvent?

The data sync between Copilot and tarvent 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 tarvent?

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 tarvent?

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

About tarvent

Tarvent marketing automation platform empowers businesses of all sizes by providing a great depth of features and customization to control every aspect of your customer's experience.

Learn More