Connect Dromo and Copilot to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Dromo
Choose an Action
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
Ready to use Dromo and Copilot automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Client
Trigger whenever any new client is created.
Do thisActions
Action is the task that follows automatically within your Dromo integrations.
Get All Uploads
Fetch all the uploaded data.
List Import Schemas
List all the import schemas.
Get Import Schema
Retrieve a selected import schema
Delete an import schema
Remove the import schema.
Create Schema
Creates a new schema.
Create Client
Creates a new client.
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Frequently Asked Questions
To start, connect both your Dromo and Copilot accounts to viaSocket. Once connected, you can set up a workflow where an event in Dromo triggers actions in Copilot (or vice versa).
Absolutely. You can customize how Dromo 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 Dromo 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 Dromo 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.
About Dromo
Dromo is a powerful data import platform designed to simplify and streamline the process of importing data into applications. It offers a user-friendly interface and robust features to handle complex data import tasks efficiently, making it ideal for businesses looking to enhance their data management capabilities.
Learn MoreAbout Copilot
Create a client portal to combine messaging, payments, and other modules to offer clients a branded, streamlined experience.
Learn More
