Connect Savvycal and Copilot to Build Intelligent Automations
Choose a Trigger
When this happens...
New Event
Event Canceled
Rescheduled Event
Choose an Action
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
Ready to use Savvycal and Copilot automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Event
Trigger when new event is created
Event Canceled
Trigger when an event is canceled
Rescheduled Event
Trigger when an event is rescheduled.
New Client
Trigger whenever any new client is created.
Do thisActions
Action is the task that follows automatically within your Savvycal integrations.
Get Account User
Get existing account user details
List Events
Get a list of your events scheduled via SavvyCal.
List Scheduling Links
Get a list of scheduling links.
List Time Zones
Get a list of all canonical zones in the time zone database.
Create Client
Creates a new client.
Create Company
Create a new company.
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Frequently Asked Questions
To start, connect both your Savvycal and Copilot accounts to viaSocket. Once connected, you can set up a workflow where an event in Savvycal triggers actions in Copilot (or vice versa).
Absolutely. You can customize how Savvycal 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.
The data sync between Savvycal and Copilot typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Savvycal 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.
About Savvycal
Savvycal is a scheduling tool designed to make it easy for users to find mutually agreeable times for meetings. It offers a user-friendly interface and integrates with various calendar systems to streamline the scheduling process.
Learn MoreAbout Copilot
Create a client portal to combine messaging, payments, and other modules to offer clients a branded, streamlined experience.
Learn More
