Create integrations between EKM and Copilot
Create Client in Copilot when New Customer in EKM
Find a Company using Copilot when New Customer in EKM
Create Company in Copilot when New Customer in EKM
Create File Channel in Copilot when New Customer in EKM
Create Message Channel in Copilot when New Customer in EKM
Create Link on Copilot when New Customer in EKM
Create Folder in Copilot when New Customer in EKM
Create File in Copilot when New Customer in EKM
Create Note in Copilot when New Customer in EKM
Update a Note in Copilot when New Customer in EKM
Actions and Triggers
When this happensTriggers
New Customer
Trigger activates whenever a new customer is added.
New Order
Trigger when new order is created in your account.
New Product
Trigger when new product is created in your account.
Update Order with Status
Trigger when order is updated and matched to given order status.
New Order Status
Trigger when new order status is created in your account.
New Order With Status
Trigger when new order is added that match to the given order status.
Do thisActions
Create Customer
Add a new customer to the EKM account.
Create Product
Add a new Product to the EKM account.
Update Product
Update the details of an existing product.
Update Product Variant
Modify the details of an existing product variant.
Create Client
Creates a new client.
Find a Company
Search for a company by ID or name. Optionally, create a company if none are found.
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Frequently Asked Questions
About Copilot
Create a client portal to combine messaging, payments, and other modules to offer clients a branded, streamlined experience.
Learn More
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