Connect Miro and Copilot to Build Intelligent Automations
Choose a Trigger
When this happens...
New Card
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 Miro and Copilot automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Card
Triggers when a new card is created.
New Client
Trigger whenever any new client is created.
Do thisActions
Action is the task that follows automatically within your Miro integrations.
Get Boards
Get a list of boards using filters and sorting.
Get All Frames
Retrieves all frames from a Miro board.
Create Board
Create a new board
Copy Board
Create a duplicate of an existing board.
Create Card
Creates a new card on a Miro board.
Update Board
Update an existing Miro board by its ID — change its name, description, image, and sharing/permission settings.
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Step by step guides to integrate Miro and Copilot
Frequently Asked Questions
To start, connect both your Miro and Copilot accounts to viaSocket. Once connected, you can set up a workflow where an event in Miro triggers actions in Copilot (or vice versa).
Absolutely. You can customize how Miro 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 Miro 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 Miro 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 Miro
Miro is a collaborative online whiteboard platform designed to empower teams to work effectively together, from brainstorming with digital sticky notes to planning and managing agile workflows.
Learn MoreAbout Copilot
Create a client portal to combine messaging, payments, and other modules to offer clients a branded, streamlined experience.
Learn More
