Connect SquaredUp and Copilot to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for SquaredUp
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 SquaredUp and Copilot automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Client
Trigger whenever any new client is created.
Do thisActions
Action is the task that follows automatically within your SquaredUp integrations.
Create User
Create Tenent User.
Delete User
Deleting the User using Email.
Search User
This action search user by email id.
Create Tenant Group
Create a new tenant group with a display name, description.
Delete Tenant Group
Delete an existing tenant group by specifying its unique group ID.
Update Tenant Group
Update the details of an existing tenant group, including its name, description, and associated users.
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Frequently Asked Questions
To start, connect both your SquaredUp and Copilot accounts to viaSocket. Once connected, you can set up a workflow where an event in SquaredUp triggers actions in Copilot (or vice versa).
Absolutely. You can customize how SquaredUp 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 SquaredUp 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 SquaredUp 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 SquaredUp
SquaredUp provides engineering teams with end-to-end visibility of their business-critical applications, allowing them to monitor and manage the health, performance, and overall status of their systems.
Learn MoreAbout Copilot
Create a client portal to combine messaging, payments, and other modules to offer clients a branded, streamlined experience.
Learn More
