Connect memberstack and Copilot to Build Intelligent Automations

Choose a Trigger

memberstack

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 memberstack

Do thisActions

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

Create Member

Create Member

Creates a new member in Memberstack.

Update Member

Update Member

Updates an existing member's details in Memberstack.

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.

Create Link

Create Link

Creates a link in a specified files channel.

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Frequently Asked Questions

How do I start an integration between memberstack and Copilot?

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

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

Absolutely. You can customize how memberstack 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 memberstack and Copilot?

The data sync between memberstack 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 memberstack 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 memberstack and Copilot?

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