viaSocket

Connect Sensible and Copilot to Build Intelligent Automations

Choose a Trigger

Sensible

When this happens...

Choose an Action

Copilot

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Document Extraction

New Document Extraction

Triggers when a new document is successfully extracted

New Client

New Client

Trigger whenever any new client is created.

Request a new Trigger for Sensible

Do thisActions

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

Extract Document

Extract Document

Extract data from a document

Create Client

Create Client

Creates a new client.

Create Company

Create Company

Create a new company.

Create Message Channel

Create Message Channel

Create a new message channel.

Create Link

Create Link

Creates a link in a specified files channel.

Create Folder

Create Folder

Creates a new folder.

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Frequently Asked Questions

How do I start an integration between Sensible and Copilot?

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

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

Absolutely. You can customize how Sensible 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 Sensible and Copilot?

The data sync between Sensible 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 Sensible 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 Sensible and Copilot?

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

Sensible

About Sensible

Sensible is a platform designed to streamline and optimize your business processes through intelligent automation and data management. It offers tools to enhance productivity, improve decision-making, and ensure seamless operations.

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Copilot

About Copilot

Create a client portal to combine messaging, payments, and other modules to offer clients a branded, streamlined experience.

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