Connect Fillout and Copilot to Build Intelligent Automations

Choose a Trigger

Fillout

When this happens...

Choose an Action

Copilot

Automatically do this!

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Submission

New Submission

Triggers when a form receives a new submission.

New Client

New Client

Trigger whenever any new client is created.

Request a new Trigger for Fillout

Do thisActions

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

Get Form Responses

Get Form Responses

Get all response data provided by users.

Search Response

Search Response

Returns a single Responses by its ID

Delete Response

Delete Response

Deletes a submission by its ID

Create Client

Create Client

Creates a new client.

Create Company

Create Company

Create a new company.

Create Message Channel

Create Message Channel

Create a new message channel.

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Frequently Asked Questions

How do I start an integration between Fillout and Copilot?

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

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

Absolutely. You can customize how Fillout 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 Fillout and Copilot?

The data sync between Fillout 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 Fillout 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 Fillout and Copilot?

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

Fillout

About Fillout

Fillout is a comprehensive form-building platform that allows users to create, customize, and manage online forms with ease. It offers a variety of templates and advanced features to streamline data collection and enhance user engagement.

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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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