Connect HappyFox and Copilot to Build Intelligent Automations
Choose a Trigger
When this happens...
New Ticket
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 HappyFox and Copilot automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Ticket
Runs when new ticket is created
New Client
Trigger whenever any new client is created.
Do thisActions
Action is the task that follows automatically within your HappyFox integrations.
Create Ticket
Create a ticket
List Categories
List help desk categories
List Ticket Priorities
List ticket priority levels
List Agents
List support agents
List Contacts
List all help desk contacts
Create Client
Creates a new client.
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Frequently Asked Questions
To start, connect both your HappyFox and Copilot accounts to viaSocket. Once connected, you can set up a workflow where an event in HappyFox triggers actions in Copilot (or vice versa).
Absolutely. You can customize how HappyFox 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 HappyFox 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 HappyFox 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 HappyFox
HappyFox is a customer support, ticket support software that ensures lowest response time for all your customers queries. A really simple help desk!
Learn MoreAbout Copilot
Create a client portal to combine messaging, payments, and other modules to offer clients a branded, streamlined experience.
Learn More
