Copilot integration with Copilot
How to Assign forms when new clients are activated in Copilot
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Assign forms when new clients are activated in Copilot" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate Copilot integrations
Copilot actions
Nekton can use any feature that is available in Copilot API.
Using our advanced AI, you can easily create custom automations for Copilot.
Here are some typical actions you can do in your automated workflows.
Create Client
Creates a new client.
Create Company
Creates a new company.
Create Folder
Creates a folder in a specified file channel.
Create Link
Creates a link in a specified files channel.
Find a Company
Search for a company by ID or name.
Find a File Channel
Search for a file channel by ID or by membership type, membership entity and member. If ID is passed in, the other search criteria are ignored. If ID is not passed in then all other search criteria "AND" together to find a file channel.
About Copilot
Create a client portal to combine messaging, payments, and other modules to offer clients a branded, streamlined experience.