Integrate GoodDay with Copilot to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Start from a real workflow other teams are already running.
GoodDay
When this happens...
New Task
New Project
Task Created
Task Status
Task Deleted
Timelog Created
Project Created
Project Deleted
Project Status
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 New Task in Goodday
Use this flowCreate Company in Copilot when New Task in Goodday
Use this flowCreate Message Channel in Copilot when New Task in Goodday
Use this flowCreate Link on Copilot when New Task in Goodday
Use this flowCreate Folder in Copilot when New Task in Goodday
Use this flowCreate File in Copilot when New Task in Goodday
Use this flowCreate Note in Copilot when New Task in Goodday
Use this flowUpdate a Note in Copilot when New Task in Goodday
Use this flowUpdate Client in Copilot when New Task in Goodday
Use this flowUpdate Company in Copilot when New Task in Goodday
Use this flowEverything you can automate between GoodDay and Copilot.
When this happensTriggers
A trigger is an event that starts a workflow.
Trigger When new Task is created.
Trigger When new Project is created.
Triggers when task is created.
Triggers when task status is changed.
Triggers when task is deleted.
Triggers when Timelogs is created.
Action is the task that follows automatically within your GoodDay integrations.
Create a task in the selected project and optionally set assignee, type, priority, schedule, estimates, subtask parent, and CRM links.
Create a new project folder
Add a comment to a task
Get company projects
List company events
Get company users

Follow a simple walkthrough to create, test, and launch your first automation.
Connect your apps
Link the apps you want to automate.
Configure your workflow
Set up triggers, actions, and map your data.
Test & publish
Test your workflow and publish it.
Recognized by leading review platforms and trusted by 10,000+ businesses worldwide.
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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GoodDay is a comprehensive work management platform designed to enhance productivity and collaboration. It offers tools for project management, task tracking, time management, and team collaboration, making it an ideal solution for businesses looking to streamline their workflows and improve efficiency.
Learn moreCreate a client portal to combine messaging, payments, and other modules to offer clients a branded, streamlined experience.
Learn moreSign up for a free viaSocket account, then authorize both your GoodDay 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 GoodDay 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 GoodDay triggers actions in Copilot, and a separate workflow where Copilot triggers actions in GoodDay. 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 GoodDay and Copilot. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire GoodDay 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.