Connect Fingertip and Copilot
Integrate Fingertip with Copilot to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Client in Copilot when Booking Cancelled in Fingertip
Create Company in Copilot when Booking Cancelled in Fingertip
Create Message Channel in Copilot when Booking Cancelled in Fingertip
Create Link on Copilot when Booking Cancelled in Fingertip
Create Folder in Copilot when Booking Cancelled in Fingertip
Popular Fingertip + Copilot flows
Start from a real workflow other teams are already running.
Choose a trigger
Fingertip
When this happens...
Booking Cancelled
Booking Created
Booking Rescheduled
New Site Contact
New Order
New Form Response
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 Booking Cancelled in Fingertip
Use this flowCreate Company in Copilot when Booking Cancelled in Fingertip
Use this flowCreate Message Channel in Copilot when Booking Cancelled in Fingertip
Use this flowCreate Link on Copilot when Booking Cancelled in Fingertip
Use this flowCreate Folder in Copilot when Booking Cancelled in Fingertip
Use this flowCreate File in Copilot when Booking Cancelled in Fingertip
Use this flowCreate Note in Copilot when Booking Cancelled in Fingertip
Use this flowUpdate a Note in Copilot when Booking Cancelled in Fingertip
Use this flowUpdate Client in Copilot when Booking Cancelled in Fingertip
Use this flowUpdate Company in Copilot when Booking Cancelled in Fingertip
Use this flowSupported Triggers & Actions
Everything you can automate between Fingertip and Copilot.
When this happensTriggers
A trigger is an event that starts a workflow.
Booking Cancelled
Triggers when a booking is cancelled.
Booking Created
Triggers when a new booking is created.
Booking Rescheduled
Triggers when a booking is rescheduled.
New Site Contact
Triggers when a new site contact is created.
New Order
Triggers when an order is created.
New Form Response
Triggers when a new form response is created.
Do thisActions
Action is the task that follows automatically within your Fingertip integrations.
Create Site Contact
Create a site contact in Fingertip.
Create Site
Create a new site with ready-to-use pages, themes, and blocks.
Create Page
Creates a new page within a site with the provided content.
Create Site Invitation
Create a new invitation for a user to join your site.
Create Client
Creates a new client.
Create Company
Create a new company.
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 Fingertip
Fingertip is a comprehensive platform designed to enhance team collaboration and productivity. It offers tools and features that facilitate seamless communication, task management, and project tracking, making it an ideal solution for businesses looking to streamline their operations and improve team efficiency.
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 Fingertip 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 Fingertip 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 Fingertip triggers actions in Copilot, and a separate workflow where Copilot triggers actions in Fingertip. 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 Fingertip and Copilot. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Fingertip 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.
