Connect Twist and Copilot
Integrate Twist with Copilot to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Twist + Copilot flows
Start from a real workflow other teams are already running.
Choose a trigger
Twist
When this happens...
New Thread
New Comment Posted in Thread
New Message Posted in Conversation
Workspace Deleted
Workspace Updated
New Workspace
Workspace User Added
Workspace User Updated
Workspace User Removed
Channel Added
Channel Updated
Channel Deleted
Channel User Added
Channel User Removed
Thread Updated
Thread Deleted
Comment Updated in Thread
Comment Deleted in Thread
Message Updated in a Conversation
Message Deleted in a Conversation
Group Added
Group Updated
Group Deleted
Group User Added
Group User Removed
Choose an action
Copilot
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
Create Client in Copilot when New Thread in Twist
Use this flowCreate Company in Copilot when New Thread in Twist
Use this flowCreate Message Channel in Copilot when New Thread in Twist
Use this flowCreate Link on Copilot when New Thread in Twist
Use this flowCreate Folder in Copilot when New Thread in Twist
Use this flowCreate File in Copilot when New Thread in Twist
Use this flowCreate Note in Copilot when New Thread in Twist
Use this flowUpdate a Note in Copilot when New Thread in Twist
Use this flowUpdate Client in Copilot when New Thread in Twist
Use this flowUpdate Company in Copilot when New Thread in Twist
Use this flowSupported Triggers & Actions
Everything you can automate between Twist and Copilot.
When this happensTriggers
A trigger is an event that starts a workflow.
New Thread
Triggers when a new thread is created in a channel.
New Comment Posted in Thread
Triggers when a new comment is added in a thread.
New Message Posted in Conversation
Triggers when a new message is added anywhere inside a conversation.
Workspace Deleted
Triggers when a workspace is deleted.
Workspace Updated
Triggers when a workspace is updated.
New Workspace
Triggers when a workspace is added.
Do thisActions
Action is the task that follows automatically within your Twist integrations.
Add thread
Adds a new thread to a channel.
Post Comment
Post a comment to a thread you choose.
Post Message
Adds a message to an existing conversation.
List All Threads
Retrieves all threads from a selected Twist channel, with options to filter by pinned or starred status, date range, assignment, and ordering.
Create Client
Creates a new client.
Create Company
Create a new company.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About Twist
Twist is a team communication tool designed to facilitate organized and efficient collaboration. It helps teams stay on the same page with threaded conversations, ensuring that important information is easy to find and follow.
Learn moreSimilar apps
About Copilot
Create a client portal to combine messaging, payments, and other modules to offer clients a branded, streamlined experience.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Twist and Copilot accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Twist and Copilot as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Copilot. No coding required.
Yes. You can set up a workflow where Twist triggers actions in Copilot, and a separate workflow where Copilot triggers actions in Twist. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Twist and Copilot. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Twist and Copilot integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
