Connect Copilot and Zendesk Support to Build Intelligent Automations
Choose a Trigger
When this happens...
New Client
Choose an Action
Automatically do this!
Find a User
Find an Agent
Find an Organization
Find Tickets
Find Latest Comment
Add Comment to Ticket
Add Tags to Ticket
Create an Organization
Create a User
Remove Tag from Ticket
Update Ticket
Create Ticket
Use the Built-in Integrations
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 Organization
Trigger when new ogranization created
New User
Triggers when a new user is created.
New Group
Triggers when a new group is created.
Updated Ticket
Triggers when an existing ticket is updated.
New View
Triggers when a new view is 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 Zendesk Support accounts to viaSocket. Once connected, you can set up a workflow where an event in Copilot triggers actions in Zendesk Support (or vice versa).
Absolutely. You can customize how Copilot data is recorded in Zendesk Support. This includes choosing which data fields go into which fields of Zendesk Support, setting up custom formats, and filtering out unwanted information.
The data sync between Copilot and Zendesk Support 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 Zendesk Support. 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 Zendesk Support
Zendesk Support is a customer service platform designed to create better customer relationships. It lets businesses offer support, scale with self-service options, and differentiate with proactive engagement.
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