Connect Elastic Email and Copilot
Integrate Elastic Email with Copilot to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Client in Copilot when Add Contact to Specified List in Elastic Email
Create Company in Copilot when Add Contact to Specified List in Elastic Email
Create Message Channel in Copilot when Add Contact to Specified List in Elastic Email
Create Link on Copilot when Add Contact to Specified List in Elastic Email
Create Folder in Copilot when Add Contact to Specified List in Elastic Email
Popular Elastic Email + Copilot flows
Start from a real workflow other teams are already running.
Choose a trigger
Elastic Email
When this happens...
Add Contact to Specified List
Campaign Sent
Choose an action
Copilot
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
Create Client in Copilot when Add Contact to Specified List in Elastic Email
Use this flowCreate Company in Copilot when Add Contact to Specified List in Elastic Email
Use this flowCreate Message Channel in Copilot when Add Contact to Specified List in Elastic Email
Use this flowCreate Link on Copilot when Add Contact to Specified List in Elastic Email
Use this flowCreate Folder in Copilot when Add Contact to Specified List in Elastic Email
Use this flowCreate File in Copilot when Add Contact to Specified List in Elastic Email
Use this flowCreate Note in Copilot when Add Contact to Specified List in Elastic Email
Use this flowUpdate a Note in Copilot when Add Contact to Specified List in Elastic Email
Use this flowUpdate Client in Copilot when Add Contact to Specified List in Elastic Email
Use this flowUpdate Company in Copilot when Add Contact to Specified List in Elastic Email
Use this flowSupported Triggers & Actions
Everything you can automate between Elastic Email and Copilot.
When this happensTriggers
A trigger is an event that starts a workflow.
Add Contact to Specified List
Runs when new contact is added to specified list.
Campaign Sent
Triggers when a campaign is created.
New Client
Trigger whenever any new client is created.
Do thisActions
Action is the task that follows automatically within your Elastic Email integrations.
List Campaigns
List all campaigns or get a campaign by name.
Get a Contact
Get a contact details by email.
Get All Contacts
Retrieve all existing contacts.
Create or Update Template
Create or update an email template by name.
Get All Templates
Get all email templates.
Unsubscribe Contacts
Mark one or more contacts as unsubscribed.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About Elastic Email
Elastic Email is a robust email marketing platform and SMTP relay service that caters to businesses and developers. It provides a suite of tools and services designed to facilitate email marketing campaigns, transactional emails, and email automation. The platform offers features like email template creation, contact list management, analytics, detailed reporting, and email API functionality.
Learn more
About Copilot
Create a client portal to combine messaging, payments, and other modules to offer clients a branded, streamlined experience.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Elastic Email and Copilot accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Elastic Email and Copilot as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Copilot. No coding required.
Yes. You can set up a workflow where Elastic Email triggers actions in Copilot, and a separate workflow where Copilot triggers actions in Elastic Email. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Elastic Email and Copilot. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Elastic Email and Copilot integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
