Connect Doubletick and Copilot to Build Intelligent Automations

Choose a Trigger

Doubletick

When this happens...

Choose an Action

Copilot

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Client

New Client

Trigger whenever any new client is created.

Request a new Trigger for Doubletick

Do thisActions

Action is the task that follows automatically within your Doubletick integrations.

Send WhatsApp Message

Send WhatsApp Message

Send a WhatsApp Message to a Contact

Send WhatsApp Media Message

Send WhatsApp Media Message

Send WhatsApp Media Message

Send WhatsApp Template Message

Send WhatsApp Template Message

Send a pre-approved whatsapp message template to a contact

Create a new group

Create a new group

Create a new group by group name

Add a member to a group

Add a member to a group

Add a new member to a group

Delete a group

Delete a group

Delete an existing group by group ID

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Frequently Asked Questions

How do I start an integration between Doubletick and Copilot?

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

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

Absolutely. You can customize how Doubletick 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.

How often does the data sync between Doubletick and Copilot?

The data sync between Doubletick and Copilot 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 Doubletick to Copilot?

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 Doubletick and Copilot?

Yes, you can set conditional logic to control the flow of data between Doubletick 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.

Doubletick

About Doubletick

Doubletick is an email tracking tool that allows users to see when their emails have been read. It integrates seamlessly with popular email clients to enhance communication tracking.

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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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