
When this happens...
New Lead Submitted

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
When this happensTriggers
A trigger is an event that starts a workflow.
Runs when New Lead Submitted
Trigger whenever any new client is created.
Action is the task that follows automatically within your Facebook Lead Ads integrations.
Get one page of leads from the selected lead form, with optional limit/offset pagination and a next-page cursor.
Get lead forms from Facebook
Get lead form details by ID
Retrieve a Facebook lead by ID
Creates a new client.
Create a new company.

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To start, connect both your Facebook Lead Ads and Copilot accounts to viaSocket. Once connected, you can set up a workflow where an event in Facebook Lead Ads triggers actions in Copilot (or vice versa).
Absolutely. You can customize how Facebook Lead Ads 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 Facebook Lead Ads 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 Facebook Lead Ads 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.
Automate the process of capturing and managing leads from Facebook. Seamlessly integrate your Facebook lead generation campaigns with your CRM or email marketing tools to ensure no potential customer is missed.
Learn MoreCreate a client portal to combine messaging, payments, and other modules to offer clients a branded, streamlined experience.
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