Connect HealthChecks and Copilot to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for HealthChecks
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 HealthChecks 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 HealthChecks integrations.
List Checks
List all an existing checks.
List Channels
List all an existing channels.
List Badges
List all an existing badges.
Create Check
Create a check.
Update Check
Update an existing check.
Create Client
Creates a new client.
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Frequently Asked Questions
To start, connect both your HealthChecks and Copilot accounts to viaSocket. Once connected, you can set up a workflow where an event in HealthChecks triggers actions in Copilot (or vice versa).
Absolutely. You can customize how HealthChecks 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 HealthChecks 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 HealthChecks 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 HealthChecks
HealthChecks is a monitoring service for your cron jobs, scheduled tasks, and background processes. It helps ensure that your scheduled tasks are running as expected by sending periodic pings to the service. If a ping is missed, HealthChecks will notify you, allowing you to quickly address any issues.
Learn MoreAbout Copilot
Create a client portal to combine messaging, payments, and other modules to offer clients a branded, streamlined experience.
Learn More
