Connect Weavely and Copilot to Build Intelligent Automations

Choose a Trigger

Weavely

When this happens...

Choose an Action

Copilot

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Form Submission

New Form Submission

Trigger fires on When someone opens or loads the form (before any submission).

New Client

New Client

Trigger whenever any new client is created.

Request a new Trigger for Weavely

Do thisActions

Action is the task that follows automatically within your Weavely integrations.

Generate Form

Generate Form

Generates a Weavely form from a prompt.

Get Form Fields

Get Form Fields

String input for the path parameter FORM_ID required by GET /v1/forms/FORM_ID/fields.

Create Client

Create Client

Creates a new client.

Create Company

Create Company

Create a new company.

Create Message Channel

Create Message Channel

Create a new message channel.

Create Link

Create Link

Creates a link in a specified files channel.

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Frequently Asked Questions

How do I start an integration between Weavely and Copilot?

To start, connect both your Weavely and Copilot accounts to viaSocket. Once connected, you can set up a workflow where an event in Weavely triggers actions in Copilot (or vice versa).

Can we customize how data from Weavely is recorded in Copilot?

Absolutely. You can customize how Weavely 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.

How often does the data sync between Weavely and Copilot?

The data sync between Weavely and Copilot typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Weavely to Copilot?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Weavely and Copilot?

Yes, you can set conditional logic to control the flow of data between Weavely 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.

Weavely

About Weavely

Weavely is an innovative AI-powered platform designed to enhance productivity and creativity through advanced artificial intelligence tools. It offers a suite of features that streamline workflows, automate tasks, and provide intelligent insights, making it an essential tool for businesses and individuals looking to leverage AI technology.

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Copilot

About Copilot

Create a client portal to combine messaging, payments, and other modules to offer clients a branded, streamlined experience.

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