Connect Formbricks and Copilot to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Formbricks
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 Formbricks and Copilot automations
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 Formbricks integrations.
List All Action Classes
Get all the action classes available in the environment
List Attribute Classes
Geta list of all the available attribute classes.
List Contact Attribute Keys
Get a list of all contact attribute keys defined in the current environment.
List Contact Attributes
Get a list of all contact attributes in the current environment.
List Contacts
Get a list of all contacts for the current environment.
List Persons
Get all the identified people from Formbricks.
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Frequently Asked Questions
To start, connect both your Formbricks and Copilot accounts to viaSocket. Once connected, you can set up a workflow where an event in Formbricks triggers actions in Copilot (or vice versa).
Absolutely. You can customize how Formbricks 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 Formbricks 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 Formbricks 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 Formbricks
Formbricks is an open-source survey platform to gather insights at any point in the user journey.
Learn MoreAbout Copilot
Create a client portal to combine messaging, payments, and other modules to offer clients a branded, streamlined experience.
Learn More
