Connect iContact and Copilot to Build Intelligent Automations
Choose a Trigger
When this happens...
Contact Subscribed
Contact Unsubscribed
New Message
New Contact
Updated Contact
New Contact in List
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 iContact and Copilot automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Contact Subscribed
Trigger when contact is subscribed to a list.
Contact Unsubscribed
Trigger when contact is unsubscribed from a list.
New Message
Triggers when a new message received.
New Contact
Triggers when a contact is created.
Updated Contact
Triggers when a contact is updated.
New Contact in List
Triggers when a contact is created in the given list.
Do thisActions
Action is the task that follows automatically within your iContact integrations.
Find Contact
Create a new contact
Create Contact
Creates a new contact in your account.
Unsubscribe Contact
Unsubscribes a contact from a given list.
Create List
Creates a new list in your account.
Update List
Updates an existing list.
Create Client
Creates a new client.
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Frequently Asked Questions
To start, connect both your iContact and Copilot accounts to viaSocket. Once connected, you can set up a workflow where an event in iContact triggers actions in Copilot (or vice versa).
Absolutely. You can customize how iContact 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 iContact 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 iContact 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 iContact
iContact is an easy-to-use email marketing platform that will help you start growing your business and stay connected with your customers.
Learn MoreAbout Copilot
Create a client portal to combine messaging, payments, and other modules to offer clients a branded, streamlined experience.
Learn More
