Connect Tookan and Copilot to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Tookan
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 Tookan 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 Tookan integrations.
Create a Pickup and Delivery Task
Creates a Pick and Delivery Task.
Create a Pickup Task
Create a new Pick Up Task.
Create an Appointment Task
Create an Appointment Task.
Create an FOS Workflow Task
Creates an FOS workflow Task.
Create a Team
Create a New Team.
Create a Manager
Creates a Manager.
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Frequently Asked Questions
To start, connect both your Tookan and Copilot accounts to viaSocket. Once connected, you can set up a workflow where an event in Tookan triggers actions in Copilot (or vice versa).
Absolutely. You can customize how Tookan 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 Tookan 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 Tookan 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 Tookan
Tookan is a comprehensive delivery management platform designed to streamline and optimize your delivery operations. It offers real-time tracking, route optimization, and efficient task management to ensure timely and accurate deliveries.
Learn MoreAbout Copilot
Create a client portal to combine messaging, payments, and other modules to offer clients a branded, streamlined experience.
Learn More
