Copilot integrations
Use Nekton to connect Copilot with thousands of other services, and automate your day-to-day tasks. Describe what you want to automate in plain language, and Nekton AI will create automation for you.
Automate Copilot integrations with Nekton
Create automations that integrate Copilot with other services
Nekton AI can integrate Copilot with many online apps and tools.
Here are some popular integrations you can try to automate your Copilot workflows:
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.
Find or Create Client
Search for a client by ID, email, or company.
Update Client
Update a client
Create File
Creates a file in a specified files channel.
Request Form Responses
Ask clients to fill out a form.
Find a Client
Search for a client by ID, email, or company.
Find a Custom Field Option
Search for a custom field option by custom field ID and label.
Find a Forms
Search for a Form by ID or name.
Find or Create Company
Search for a company by ID or name.
Client Activated
Triggers when a client authenticates in the Copilot for the first time
List Clients
Lists the clients.
Company Created
Triggers when a company gets created in the Copilot for the first time
List Custom Fields
Lists all available custom fields.
About Copilot
Create a client portal to combine messaging, payments, and other modules to offer clients a branded, streamlined experience.