Connect NativeBridge and Copilot to Build Intelligent Automations
Choose a Trigger
When this happens...
New Upload Application
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 NativeBridge and Copilot automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Upload Application
Trigger When new Application Upload
New Client
Trigger whenever any new client is created.
Do thisActions
Action is the task that follows automatically within your NativeBridge integrations.
List all Devices
List all Devices
List User Uploaded Applications
List User Uploaded Applications
Get all Session Details by ID
Get all Session Details by ID
Delete a Session
Delete a Session
Create a Session
Create a Session in NativeBridge.
Create Client
Creates a new client.
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Frequently Asked Questions
To start, connect both your NativeBridge and Copilot accounts to viaSocket. Once connected, you can set up a workflow where an event in NativeBridge triggers actions in Copilot (or vice versa).
Absolutely. You can customize how NativeBridge 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 NativeBridge 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 NativeBridge 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 NativeBridge
NativeBridge is a platform designed to facilitate seamless integration and communication between various software applications and services. It provides tools and solutions to connect different systems, enabling efficient data exchange and workflow automation.
Learn MoreAbout Copilot
Create a client portal to combine messaging, payments, and other modules to offer clients a branded, streamlined experience.
Learn More
