viaSocket

Connect Steady and Copilot to Build Intelligent Automations

Choose a Trigger

Steady

When this happens...

Choose an Action

Copilot

Automatically do this!

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 Steady

Do thisActions

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

Get User Info

Get User Info

Get user's information

Add Newsletter Subscriber

Add Newsletter Subscriber

Sends a double-opt-in email to a prospective newsletter subscriber.

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.

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Frequently Asked Questions

How do I start an integration between Steady and Copilot?

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

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

Absolutely. You can customize how Steady 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 Steady and Copilot?

The data sync between Steady 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 Steady 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 Steady and Copilot?

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

Steady

About Steady

Steady is a financial service app that helps users find part-time and gig economy jobs, manage their income, and achieve financial stability.

Learn More
Copilot

About Copilot

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

Learn More