Connect Vista Social and Copilot to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Vista Social
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 Vista Social and Copilot automations
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- Send for Approval acceptCreate Entry of expensesAdd Step
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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 Vista Social integrations.
List Profiles
Retrieves all connected social profiles.
Create Post
Create a new post on Vista Social
Create Comment
Create a comment for a given post.
Find Post
Retrieve the details of selected post.
Find Group
Retrieve the details of group by its name.
List Comments
Retrieve all the comments of a specific post.
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Frequently Asked Questions
To start, connect both your Vista Social and Copilot accounts to viaSocket. Once connected, you can set up a workflow where an event in Vista Social triggers actions in Copilot (or vice versa).
Absolutely. You can customize how Vista Social 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 Vista Social 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 Vista Social 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 Vista Social
Vista Social is an all-in-one social media management platform for brands and agencies
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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