Connect KeySender and Copilot to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for KeySender
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 KeySender and Copilot automations
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- Send for Approval acceptCreate Entry of expensesAdd 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 KeySender integrations.
Get Databases
Get the list of all databases.
Create Database
Create a new Database
Update database
Update your database details.
Delete Database
delete an existing database.
Create Client
Creates a new client.
Create Company
Create a new company.
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Frequently Asked Questions
To start, connect both your KeySender and Copilot accounts to viaSocket. Once connected, you can set up a workflow where an event in KeySender triggers actions in Copilot (or vice versa).
Absolutely. You can customize how KeySender 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 KeySender 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 KeySender 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 KeySender
KeySender is a powerful tool designed to automate the process of sending and managing digital keys and codes. It streamlines the distribution of digital products, ensuring secure and efficient delivery to customers. Ideal for businesses dealing with software licenses, gift cards, and other digital goods, KeySender simplifies the management of digital assets and enhances customer satisfaction.
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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