Integrations Copilot Toybox Systems
Copilot + Toybox Systems

Connect Copilot and Toybox Systems to Build Intelligent Automations

Choose a Trigger

Copilot

When this happens...

Choose an Action

Toybox Systems

Automatically do this!

Enable Integrations or automations with these events of Copilot and Toybox Systems

Enable Integrations or automations with these events of Copilot and Toybox Systems

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.

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Frequently Asked Questions

How do I start an integration between Copilot and Toybox Systems?

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

Can we customize how data from Copilot is recorded in Toybox Systems?

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

How often does the data sync between Copilot and Toybox Systems?

The data sync between Copilot and Toybox Systems 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 Toybox Systems?

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 Toybox Systems?

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

About Toybox Systems

Toybox is the leading visual bug tracking tool and allows you to collect visual feedback from your team and clients directly on your site.

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