Connect VATSense and Copilot to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for VATSense
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 VATSense 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 VATSense integrations.
Validate VAT number
Check if a VAT number is valid and return its registration details
Convert Currency
Convert an amount to another currency
Get countries
Get the available countries for VAT settings
Get currency conversion rates
Get the latest currency conversion rates.
Create invoice
Create a new invoice with line items, VAT rates, currency, and notes.
Add items to invoice
Add one or more items to an existing invoice.
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Frequently Asked Questions
To start, connect both your VATSense and Copilot accounts to viaSocket. Once connected, you can set up a workflow where an event in VATSense triggers actions in Copilot (or vice versa).
Absolutely. You can customize how VATSense 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 VATSense 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 VATSense 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 VATSense
VATSense is a comprehensive platform designed to streamline and enhance your VAT management processes. With advanced tools for tracking, calculating, and reporting VAT, it ensures compliance and efficiency for businesses of all sizes.
Learn MoreAbout Copilot
Create a client portal to combine messaging, payments, and other modules to offer clients a branded, streamlined experience.
Learn More
