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Enable Integrations or automations with these events of prospectboss and Copilot
Creates a new client.
Search for a company by ID or name. Optionally, create a company if none are found.
Create a new company.
Create a new message channel.
Creates a link in a specified files channel.
Creates a new folder.
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Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.
Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
ProspectBoss is a web-based all-in-one lead generation solution for Small businesses that utilize outbound channels to engage leads and contacts.
Learn MoreCreate a client portal to combine messaging, payments, and other modules to offer clients a branded, streamlined experience.
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