Connect Thankster and Copilot CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Thankster
Choose an Action
Automatically do this!
- Request a new Action for Copilot CRM
Enable Integrations or automations with these events of Thankster and Copilot CRM
Enable Integrations or automations with these events of Thankster and Copilot CRM
Actions
Find or Create User
Find or Create User By Email
Create Card
Creates a New Card
Apply Image
Apply Your Image in your Template
Order Project
Order Your Project
Create Quick Project
Create Your Own Project.
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Frequently Asked Questions
To start, connect both your Thankster and Copilot CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Thankster triggers actions in Copilot CRM (or vice versa).
Absolutely. You can customize how Thankster 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.
The data sync between Thankster and Copilot CRM 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 Thankster 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.
About Thankster
Thankster is an online platform that allows users to create and send personalized thank you cards and notes. It offers a variety of templates and customization options to help users express gratitude in a meaningful way. The service is ideal for both personal and business use, making it easy to maintain relationships and show appreciation.
Learn MoreAbout Copilot CRM
Copilot CRM automates business processes and workflows by scheduling, routing, automatic invoicing, payment processing, and online booking.
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