IntegrationsStreamtimeCopilot CRM
Streamtime + Copilot CRM

Connect Streamtime and Copilot CRM to Build Intelligent Automations

Choose a Trigger

Streamtime

When this happens...

Choose an Action

Copilot CRM

Automatically do this!

Enable Integrations or automations with these events of Streamtime and Copilot CRM

Enable Integrations or automations with these events of Streamtime and Copilot CRM

Actions

Create Personal ToDo

Create Personal ToDo

Creates a new Personal To-Do record in the system.

Create Job Comment

Create Job Comment

Adds a comment to a job.

Create Job

Create Job

Creates a new Job in the system.

Create Label

Create Label

Add a label to a Job,Quote,Invoice,Logged Expense,Company,Contact and User.

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Frequently Asked Questions

How do I start an integration between Streamtime and Copilot CRM?

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

Can we customize how data from Streamtime is recorded in Copilot CRM?

Absolutely. You can customize how Streamtime data is recorded in Copilot CRM. This includes choosing which data fields go into which fields of Copilot CRM, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Streamtime and Copilot CRM?

The data sync between Streamtime and Copilot CRM 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 Streamtime to Copilot CRM?

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 Streamtime and Copilot CRM?

Yes, you can set conditional logic to control the flow of data between Streamtime and Copilot CRM. 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.

Streamtime

About Streamtime

Streamtime is a project management and time tracking tool designed for creative teams. It helps streamline workflows, manage tasks, and track time efficiently, making it ideal for agencies and creative professionals.

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Copilot CRM

About Copilot CRM

Copilot CRM automates business processes and workflows by scheduling, routing, automatic invoicing, payment processing, and online booking.

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