Connect Harvestr and Copilot
Integrate Harvestr with Copilot to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Client in Copilot when New User Is Created in Harvestr
Create Company in Copilot when New User Is Created in Harvestr
Create Message Channel in Copilot when New User Is Created in Harvestr
Create Link on Copilot when New User Is Created in Harvestr
Create Folder in Copilot when New User Is Created in Harvestr
Popular Harvestr + Copilot flows
Start from a real workflow other teams are already running.
Choose a trigger
Harvestr
When this happens...
New User Is Created
Company Is Created
New Discovery Created
New Message Created
New Submitter
Choose an action
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 User Is Created in Harvestr
Use this flowCreate Company in Copilot when New User Is Created in Harvestr
Use this flowCreate Message Channel in Copilot when New User Is Created in Harvestr
Use this flowCreate Link on Copilot when New User Is Created in Harvestr
Use this flowCreate Folder in Copilot when New User Is Created in Harvestr
Use this flowCreate File in Copilot when New User Is Created in Harvestr
Use this flowCreate Note in Copilot when New User Is Created in Harvestr
Use this flowUpdate a Note in Copilot when New User Is Created in Harvestr
Use this flowUpdate Client in Copilot when New User Is Created in Harvestr
Use this flowUpdate Company in Copilot when New User Is Created in Harvestr
Use this flowSupported Triggers & Actions
Everything you can automate between Harvestr and Copilot.
When this happensTriggers
A trigger is an event that starts a workflow.
New User Is Created
Runs when new user is created
Company Is Created
Runs when company is created
New Discovery Created
Runs when new discovery created
New Message Created
Runs when new message created
New Submitter
Runs when New Submitter
New Client
Trigger whenever any new client is created.
Do thisActions
Action is the task that follows automatically within your Harvestr integrations.
Create Message
Create a new inbox message
Create Company
Add a new company
Search Discoveries
Find discoveries by filters
List Company Attributes
Show all company attributes
List User Attributes
Show all user attributes
Create New User
Add a new user
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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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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About Harvestr
Harvestr is a product management tool that lets you centralize user feedback, prioritize features and communicate on your roadmap.
Learn moreSimilar apps
About Copilot
Create a client portal to combine messaging, payments, and other modules to offer clients a branded, streamlined experience.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Harvestr 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 Harvestr 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 Harvestr triggers actions in Copilot, and a separate workflow where Copilot triggers actions in Harvestr. 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 Harvestr and Copilot. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Harvestr 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.
