Connect Copilot and TeamGantt to Build Intelligent Automations
Choose a Trigger
When this happens...
New Client
Choose an Action
Automatically do this!
Create Task
Update Task
Delete Task
Get a Task
List Projects
List Boards
List Bookmarks
List Current User
List Discussions
List Tasks
List Templates
List templates group
Create Checklist
Update Checklist
Delete Checklist
Create Task Comment
Create Project Comment
Ready to use Copilot and TeamGantt automations
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 Project Comment
Trigger when New Project Comment 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 TeamGantt accounts to viaSocket. Once connected, you can set up a workflow where an event in Copilot triggers actions in TeamGantt (or vice versa).
Absolutely. You can customize how Copilot data is recorded in TeamGantt. This includes choosing which data fields go into which fields of TeamGantt, setting up custom formats, and filtering out unwanted information.
The data sync between Copilot and TeamGantt 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 TeamGantt. 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 TeamGantt
TeamGantt is a project management tool that allows teams to plan, schedule, and manage their projects using Gantt charts. It provides a visual timeline for project tasks, making it easier to track progress and collaborate effectively.
Learn More
