Connect Copilot and Wemero Online Manage to Build Intelligent Automations
Choose a Trigger
When this happens...
New Client
Choose an Action
Automatically do this!
- Request a new Action for Wemero Online Manage
Enable Integrations or automations with these events of Copilot and Wemero Online Manage
Enable Integrations or automations with these events of Copilot and Wemero Online Manage
Triggers
New Client
Trigger whenever any new client is created.
Actions
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 Wemero Online Manage accounts to viaSocket. Once connected, you can set up a workflow where an event in Copilot triggers actions in Wemero Online Manage (or vice versa).
Absolutely. You can customize how Copilot data is recorded in Wemero Online Manage. This includes choosing which data fields go into which fields of Wemero Online Manage, setting up custom formats, and filtering out unwanted information.
The data sync between Copilot and Wemero Online Manage 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 Wemero Online Manage. 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 Wemero Online Manage
Wemero Online Manage is a CRM that manages your your service, customers, products, gift-cards, and memberships whether you’re running a beauty salon or hair salon or massage parlour or tattoo salon or you are working as beauty hair stylist.
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