viaSocket

Connect Memberspot and Copilot to Build Intelligent Automations

Choose a Trigger

Memberspot

When this happens...

Choose an Action

Copilot

Automatically do this!

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Client

New Client

Trigger whenever any new client is created.

Request a new Trigger for Memberspot

Do thisActions

Action is the task that follows automatically within your Memberspot integrations.

Grant Access

Grant Access

Grants access to a course (when the member is not existing, the member will be created)

Set Offer State

Set Offer State

This is a create action that sets offer state.

Set Order State

Set Order State

Sets the state of an offer with a orderId for a user.

Create Client

Create Client

Creates a new client.

Create Company

Create Company

Create a new company.

Create Message Channel

Create Message Channel

Create a new message channel.

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Frequently Asked Questions

How do I start an integration between Memberspot and Copilot?

To start, connect both your Memberspot and Copilot accounts to viaSocket. Once connected, you can set up a workflow where an event in Memberspot triggers actions in Copilot (or vice versa).

Can we customize how data from Memberspot is recorded in Copilot?

Absolutely. You can customize how Memberspot 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.

How often does the data sync between Memberspot and Copilot?

The data sync between Memberspot and Copilot typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Memberspot to Copilot?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Memberspot and Copilot?

Yes, you can set conditional logic to control the flow of data between Memberspot 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.

Memberspot

About Memberspot

Memberspot is a comprehensive platform designed to help businesses and educators create, manage, and deliver online courses and membership content. It offers tools for course creation, user management, and content delivery, making it ideal for educators, trainers, and businesses looking to offer online learning experiences.

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Copilot

About Copilot

Create a client portal to combine messaging, payments, and other modules to offer clients a branded, streamlined experience.

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