Connect Copilot and ygy to Build Intelligent Automations

Choose a Trigger

Copilot

When this happens...

Choose an Action

ygy

Automatically do this!

Enable Integrations or automations with these events of Copilot and ygy

Enable Integrations or automations with these events of Copilot and ygy

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 ygy?

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

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

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

How often does the data sync between Copilot and ygy?

The data sync between Copilot and ygy 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 ygy?

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 ygy?

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