Connect TeamWave and Copilot to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for TeamWave
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 TeamWave 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 TeamWave integrations.
Create Task
Creates a new task
List Project Timelog
List all project timelogs.
List Project Share
List all project shares.
Get Project Settings
List all project settings.
Get PM User Permission
Get PM user permissions.
List Taskgroups
Get a list of all taskgroups.
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Frequently Asked Questions
To start, connect both your TeamWave and Copilot accounts to viaSocket. Once connected, you can set up a workflow where an event in TeamWave triggers actions in Copilot (or vice versa).
Absolutely. You can customize how TeamWave 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 TeamWave 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 TeamWave 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 TeamWave
TeamWave is a comprehensive business productivity platform that integrates project management, CRM, and HR tools to streamline your business operations. It offers a unified solution to manage projects, track sales, and handle employee data efficiently.
Learn MoreAbout Copilot
Create a client portal to combine messaging, payments, and other modules to offer clients a branded, streamlined experience.
Learn More
