Connect RotaCloud and Copilot to Build Intelligent Automations

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RotaCloud

When this happens...

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Copilot

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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 RotaCloud

Do thisActions

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

Update User

Update User

Update an existing user by user id

Delete a User

Delete a User

Delete an existing user by user id

Create Shift

Create Shift

Creates a shift within RotaCloud.

Create Role

Create Role

Creates a role within RotaCloud.

Create Location

Create Location

Creates a location within RotaCloud.

Create Leave

Create Leave

Creates leave within RotaCloud.

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Frequently Asked Questions

How do I start an integration between RotaCloud and Copilot?

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

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

Absolutely. You can customize how RotaCloud 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 RotaCloud and Copilot?

The data sync between RotaCloud 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 RotaCloud 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 RotaCloud and Copilot?

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