Connect fleep and Copilot to Build Intelligent Automations

Choose a Trigger

fleep

When this happens...

Choose an Action

Copilot

Automatically do this!

Enable Integrations or automations with these events of fleep and Copilot

Enable Integrations or automations with these events of fleep and Copilot

Triggers

New Client

New Client

Trigger whenever any new client is created.

Request a new Trigger for fleep

Actions

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.

Create Link

Create Link

Creates a link in a specified files channel.

Create Folder

Create Folder

Creates a new folder.

Create File

Create File

Creates a file in a specified files channel.

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Frequently Asked Questions

How do I start an integration between fleep and Copilot?

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

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

Absolutely. You can customize how fleep 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 fleep and Copilot?

The data sync between fleep 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 fleep 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 fleep and Copilot?

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

fleep

About fleep

Fleep is your own business messenger. Leave email behind and manage all conversations with your team, partners and clients in Fleep. If some of them are not Fleep users yet, you can include them in the conversation with their email address and they will receive all the messages and files as normal emails.

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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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