viaSocket

Connect Needle and Copilot to Build Intelligent Automations

Choose a Trigger

Needle

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 Needle

Do thisActions

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

Create Collection

Create Collection

Create a new Collection.

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.

Create Folder

Create Folder

Creates a new folder.

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Frequently Asked Questions

How do I start an integration between Needle and Copilot?

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

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

Absolutely. You can customize how Needle 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 Needle and Copilot?

The data sync between Needle 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 Needle 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 Needle and Copilot?

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

Needle

About Needle

Needle is an advanced AI-driven platform designed to enhance business operations through intelligent automation and data-driven insights. It leverages cutting-edge artificial intelligence technologies to streamline processes, improve decision-making, and drive efficiency across various business functions.

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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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