Connect Timesheet and Copilot to Build Intelligent Automations
Choose a Trigger
When this happens...
New Project
New Task
New Team
New Rate
New Tag
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 Timesheet and Copilot automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Project
Triggers when a new project is created.
New Task
Triggers when a new task is created.
New Team
Triggers when a new team is created.
New Rate
Triggers when a new rate is created.
New Tag
Triggers when a new tags is created.
New Client
Trigger whenever any new client is created.
Do thisActions
Action is the task that follows automatically within your Timesheet integrations.
Create a Task
Creates a new task.
Create a Team
Creates a new team.
Create a Rate
Create a new rate.
Create a Tag
Create a new tag.
Create a Project
Creates a new project.
Update a Project
Update an existing project.
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Frequently Asked Questions
To start, connect both your Timesheet and Copilot accounts to viaSocket. Once connected, you can set up a workflow where an event in Timesheet triggers actions in Copilot (or vice versa).
Absolutely. You can customize how Timesheet 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 Timesheet 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 Timesheet 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 Timesheet
Timesheet.io offers a simple time tracking solution for teams, allowing for easy logging of work hours, project management, and analytics.
Learn MoreAbout Copilot
Create a client portal to combine messaging, payments, and other modules to offer clients a branded, streamlined experience.
Learn More
