
When this happens...

Automatically do this!
Create Client
Create Company
Create Message Channel
Create Link
Create Folder
Create File
Create Note
Update a Note
Update Client
Update Company
Send a Message
Request Form Responses
Enable Integrations or automations with these events of diffy and Copilot
Trigger whenever any new client is created.
Creates a new client.
Create a new company.
Create a new message channel.
Creates a link in a specified files channel.
Creates a new folder.
Creates a file in a specified files channel.
Explore more automations built by businesses and experts

Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.

Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.

Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your diffy and Copilot accounts to viaSocket. Once connected, you can set up a workflow where an event in diffy triggers actions in Copilot (or vice versa).
Absolutely. You can customize how diffy data is recorded in Copilot. This includes choosing which data fields go into which fields of Copilot, setting up custom formats, and filtering out unwanted information.
The data sync between diffy and Copilot 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 diffy and Copilot. 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.
Diffy is a visual regression testing tool to help web developers avoid visual bugs.
Learn MoreCreate a client portal to combine messaging, payments, and other modules to offer clients a branded, streamlined experience.
Learn More