Connect ProofHub and Copilot
Integrate ProofHub with Copilot to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Client in Copilot when New Discussion Or Topic Created in ProofHub
Create Company in Copilot when New Discussion Or Topic Created in ProofHub
Create Message Channel in Copilot when New Discussion Or Topic Created in ProofHub
Create Link on Copilot when New Discussion Or Topic Created in ProofHub
Create Folder in Copilot when New Discussion Or Topic Created in ProofHub
Popular ProofHub + Copilot flows
Start from a real workflow other teams are already running.
Choose a trigger
ProofHub
When this happens...
New Discussion Or Topic Created
New Task Is Added
Task or Subtask Updated
New Project Is Created
Project Updated
New Person Is Added
Person Is Updated
New Todo List Is Created
New Event Or Milestone Is Created
Event Or Milestone Is Updated
New Notebook Is Created
New Note Created
Note Is Updated
New Timesheet Entry Is Created
New Announcement Created
Time Entry Created
New Task or Subtask Created
Choose an action
Copilot
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
Create Client in Copilot when New Discussion Or Topic Created in ProofHub
Use this flowCreate Company in Copilot when New Discussion Or Topic Created in ProofHub
Use this flowCreate Message Channel in Copilot when New Discussion Or Topic Created in ProofHub
Use this flowCreate Link on Copilot when New Discussion Or Topic Created in ProofHub
Use this flowCreate Folder in Copilot when New Discussion Or Topic Created in ProofHub
Use this flowCreate File in Copilot when New Discussion Or Topic Created in ProofHub
Use this flowCreate Note in Copilot when New Discussion Or Topic Created in ProofHub
Use this flowUpdate a Note in Copilot when New Discussion Or Topic Created in ProofHub
Use this flowUpdate Client in Copilot when New Discussion Or Topic Created in ProofHub
Use this flowUpdate Company in Copilot when New Discussion Or Topic Created in ProofHub
Use this flowSupported Triggers & Actions
Everything you can automate between ProofHub and Copilot.
When this happensTriggers
A trigger is an event that starts a workflow.
New Discussion Or Topic Created
Runs when new discussion or topic is created
New Task Is Added
Runs when new task is added
Task or Subtask Updated
Runs when a task or subtask is updated or marked completed in ProofHub
New Project Is Created
Runs when New Project Is Created
Project Updated
Runs when a project is updated
New Person Is Added
Runs when New Person Is Added
Do thisActions
Action is the task that follows automatically within your ProofHub integrations.
Create Task
Creates a new task in a specified project.
Create Project
Creates a new project in ProofHub.
Create Comment
Add a comment to a project task or topic.
Update Task
Updates a task or subtask and optionally marks it as complete.
Delete Task
Deletes a task or subtask.
Create Announcement
Create an announcement to notify selected users now or at a scheduled time.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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About ProofHub
ProofHub is a comprehensive project management and team collaboration tool designed to streamline workflows, enhance productivity, and facilitate seamless communication among team members. It offers features such as task management, time tracking, file sharing, and project planning, making it ideal for teams of all sizes.
Learn moreSimilar apps
About Copilot
Create a client portal to combine messaging, payments, and other modules to offer clients a branded, streamlined experience.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your ProofHub and Copilot accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between ProofHub and Copilot as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Copilot. No coding required.
Yes. You can set up a workflow where ProofHub triggers actions in Copilot, and a separate workflow where Copilot triggers actions in ProofHub. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between ProofHub and Copilot. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire ProofHub and Copilot integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
