Connect Copilot and TimeRex to Build Intelligent Automations

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Copilot

When this happens...

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TimeRex

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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 Event

New Event

Triggers when new event is created.

Event Cancelled

Event Cancelled

Triggers when a TimeRex event is cancelled.

Event Rescheduled

Event Rescheduled

Triggers when an event is resheduled using a TimeRex Calendar.

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 TimeRex?

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

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

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

How often does the data sync between Copilot and TimeRex?

The data sync between Copilot and TimeRex 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 TimeRex?

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 TimeRex?

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

About TimeRex

Timerex is a powerful time management and scheduling tool designed to help individuals and teams optimize their productivity. With features like task tracking, calendar integration, and automated reminders, Timerex ensures you stay on top of your commitments and deadlines.

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