Connect intelligencebank and Copilot to Build Intelligent Automations
Enable Integrations or automations with these events of intelligencebank and Copilot
Enable Integrations or automations with these events of intelligencebank and Copilot
Triggers
New Client
Trigger whenever any new client is created.
Actions
Create Client
Creates a new client.
Create Company
Create a new company.
Create Message Channel
Create a new message channel.
Create Link
Creates a link in a specified files channel.
Create Folder
Creates a new folder.
Create File
Creates a file in a specified files channel.
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Frequently Asked Questions
To start, connect both your intelligencebank and Copilot accounts to viaSocket. Once connected, you can set up a workflow where an event in intelligencebank triggers actions in Copilot (or vice versa).
Absolutely. You can customize how intelligencebank 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 intelligencebank 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 intelligencebank 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 intelligencebank
IntelligenceBank marketing operations software helps content marketers seamlessly manage digital assets, creative content approvals and compliance, and creative project management.
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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