Connect SandeshChat and Copilot
Integrate SandeshChat with Copilot to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Client in Copilot when New Inbound Message Arrives in SandeshChat
Create Company in Copilot when New Inbound Message Arrives in SandeshChat
Create Message Channel in Copilot when New Inbound Message Arrives in SandeshChat
Create Link on Copilot when New Inbound Message Arrives in SandeshChat
Create Folder in Copilot when New Inbound Message Arrives in SandeshChat
Popular SandeshChat + Copilot flows
Start from a real workflow other teams are already running.
Choose a trigger
SandeshChat
When this happens...
New Inbound Message Arrives
Message Delivery Status Changes
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 Inbound Message Arrives in SandeshChat
Use this flowCreate Company in Copilot when New Inbound Message Arrives in SandeshChat
Use this flowCreate Message Channel in Copilot when New Inbound Message Arrives in SandeshChat
Use this flowCreate Link on Copilot when New Inbound Message Arrives in SandeshChat
Use this flowCreate Folder in Copilot when New Inbound Message Arrives in SandeshChat
Use this flowCreate File in Copilot when New Inbound Message Arrives in SandeshChat
Use this flowCreate Note in Copilot when New Inbound Message Arrives in SandeshChat
Use this flowUpdate a Note in Copilot when New Inbound Message Arrives in SandeshChat
Use this flowUpdate Client in Copilot when New Inbound Message Arrives in SandeshChat
Use this flowUpdate Company in Copilot when New Inbound Message Arrives in SandeshChat
Use this flowSupported Triggers & Actions
Everything you can automate between SandeshChat and Copilot.
When this happensTriggers
A trigger is an event that starts a workflow.
New Inbound Message Arrives
Runs when new inbound message arrives.
Message Delivery Status Changes
Runs when Message Delivery Status Changes
New Client
Trigger whenever any new client is created.
Do thisActions
Action is the task that follows automatically within your SandeshChat integrations.
Send Template Message
Send a SandeshChat template message to a recipient's phone number.
Send Session Message
Send a chat message (text, image, audio, video, document, or location) to a recipient via SandeshChat.
Create Client
Creates a new client.
Create Company
Create a new company.
Create Message Channel
Create a new message channel.
Create Link
Creates a link in a specified files channel.
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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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About SandeshChat
SandeshChat is a dynamic communication platform designed to enhance team collaboration and streamline messaging. Ideal for businesses and teams looking to improve their internal communication, SandeshChat offers a range of features including instant messaging, file sharing, and group chats.
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 SandeshChat 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 SandeshChat 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 SandeshChat triggers actions in Copilot, and a separate workflow where Copilot triggers actions in SandeshChat. 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 SandeshChat and Copilot. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire SandeshChat 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.
