Connect Flokzu and Copilot to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Flokzu
Choose an Action
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
Ready to use Flokzu and Copilot automations
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- text is aiReplytoCommentSend a Private ReplyAdd Step
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- Send for Approval acceptCreate Entry of expensesAdd Step
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- has responseSendDMMessageAdd Step
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Client
Trigger whenever any new client is created.
Do thisActions
Action is the task that follows automatically within your Flokzu integrations.
Get User Role
Get User Role
Create Client
Creates a new client.
Create Company
Create a new company.
Create Message Channel
Create a new message channel.
Create Link
Creates a link in a specified files channel.
Create Folder
Creates a new folder.
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Frequently Asked Questions
To start, connect both your Flokzu and Copilot accounts to viaSocket. Once connected, you can set up a workflow where an event in Flokzu triggers actions in Copilot (or vice versa).
Absolutely. You can customize how Flokzu 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 Flokzu 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 Flokzu 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.
About Flokzu
Flokzu is a cloud-based workflow automation software that allows businesses to design, run, and optimize their processes without the need for coding. It provides a platform for creating custom workflows, automating repetitive tasks, and improving team collaboration. With Flokzu, organizations can streamline their operations, enhance productivity, and ensure compliance with business rules.
Learn MoreAbout Copilot
Create a client portal to combine messaging, payments, and other modules to offer clients a branded, streamlined experience.
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