Connect Highperformr Ai and Copilot to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Highperformr Ai
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 Highperformr Ai and Copilot automations
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- text is aiReplytoCommentSend a Private ReplyAdd Step
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- multi keyword matchcmntdqJzLMYSReplytoCommentMultiKeywordAdd Step
Automate Expense Report Approvals via Slack & QuickBooks
- Send for Approval acceptCreate Entry of expensesAdd Step
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Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
- Notify teamSendMailAdd Step
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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 Highperformr Ai integrations.
Create Segment
Create a named contact segment using provided conditions and optional description to group contacts for targeting and analysis.
Delete Segment
Delete a segment by its ID and return a confirmation message.
Delete Contact
Removes the contact identified by the given Contact ID from Highperformr.
Create Client
Creates a new client.
Create Company
Create a new company.
Create Message Channel
Create a new message channel.
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Frequently Asked Questions
To start, connect both your Highperformr Ai and Copilot accounts to viaSocket. Once connected, you can set up a workflow where an event in Highperformr Ai triggers actions in Copilot (or vice versa).
Absolutely. You can customize how Highperformr Ai 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 Highperformr Ai 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 Highperformr Ai 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 Highperformr Ai
Highperformr Ai is a cutting-edge platform designed to enhance business performance through advanced AI tools. It offers solutions for optimizing workflows, improving decision-making, and driving innovation across various industries.
Learn MoreAbout Copilot
Create a client portal to combine messaging, payments, and other modules to offer clients a branded, streamlined experience.
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