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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 Thoughtly integrations.
Search User Details
Search user details by email id.
Create Contact
Create new contact.
Delete Contact
Delete an contact.
Call Contact
Call a contact
Search Calls
Search calls.
Search Contacts
Search contacts by phone number.
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Frequently Asked Questions
To start, connect both your Thoughtly and Copilot accounts to viaSocket. Once connected, you can set up a workflow where an event in Thoughtly triggers actions in Copilot (or vice versa).
Absolutely. You can customize how Thoughtly 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 Thoughtly 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 Thoughtly 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 Thoughtly
Thoughtly automates your sales, support, and everything in between. Full-time human-like agents at your service, every hour of every day.
Learn MoreAbout Copilot
Create a client portal to combine messaging, payments, and other modules to offer clients a branded, streamlined experience.
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