Manage team projects effortlessly with Copilot and Boost.space integration.
Copilot is a customer success platform for tracking customer health and engagement. By integrating Copilot with Boost.space, businesses can centralize customer data, automate insights, and improve retention strategies. This integration ensures stronger client relationships and proactive customer success management.
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This application does not need additional settings. So you can make connection only by using your login credentials or by following the instructions in our documentation.
Copilot Modules (62)
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Watch Deleted Clients
Triggers when a client is deleted.
Watch Updated Clients
Triggers when a client is updated.
Watch Created Companies
Triggers when a company is created.
Watch Deleted Companies
Triggers when a company is deleted.
Watch Updated Companies
Triggers when a company is updated.
Watch Requested Contracts
Triggers when an internal user requests a contract signature from a client.
Watch Signed Contracts
Triggers when a contract is signed.
Watch Created Files
Triggers when a file is created.
Watch Created Folders
Triggers when a folder is created in the Files app.
Watch Completed Forms
Triggers when a form response is completed.
Watch Created Links
Triggers when a link is created in the Files app.
Watch Sent Messages
Triggers when a message is sent.
Watch Activated Clients
Triggers when a client is activated in Copilot.
Watch Created Clients
Triggers when a client is created in Copilot.
Watch Created Message Channels
Triggers when a message channel is created.
Watch Deleted Files
Triggers when a file is deleted.
Watch Deleted Folders
Triggers when a folder is deleted.
Watch Deleted Links
Triggers when a link is deleted from a file channel.
Watch Deleted Message Channels
Triggers when a message channel is deleted.
Watch Updated Client Custom Fields
Triggers when a client custom field is updated.
Watch Updated Files
Triggers when a file has been renamed or moved within a file channel.
Watch Updated Folders
Triggers when a folder is renamed or moved.
Watch Updated Links
Triggers when a link has been renamed or moved within a file channel.
Create a Client
Creates a client in Copilot.
Create a Company
Creates a new company.
Create a File
Creates a file in a specified file channel.
Create a File Channel
Creates a File Channel for a specified client or company.
Create a Folder
Creates a folder in the specified file channel.
Create a Link
Creates a link in the specified file channel.
Create a Message Channel
Creates a message channel for the specified client, company, or group.
Delete a Client
Deletes a specific client.
Delete a Company
Deletes a specific company.
Download a File
Downloads the contents of a file (under 4MB).
Retrieve Workspace
Retrieves workspace information based on the connected account's API key
Request a Form Response
Requests a Form Response from a client.
Retrieve a Client
Retrieves a specific client from Copilot.
Retrieve a Company
Retrieves a specific company from Copilot.
Retrieve a Contract
Retrieves a specific contract.
Retrieve a Contract Template
Retrieves a contract template.
Retrieve Custom Field Options
Retrieves an object containing all options for the specified multi-select field.
Retrieve a Download URL
Retrieves a download URL to download the contents of a file (of all sizes).
Retrieve a File
Retrieves the metadata for a specific file object (file, folder, or link).
Retrieve a File Channel
Retrieves a specific file channel.
Retrieve a Form
Retrieves a specific form.
Retrieve an Internal User
Retrieves a specific internal user.
Retrieve a Message Channel
Retrieves a specific message channel.
Send a Contract
Sends a contract to a specific client.
Send a Message
Sends a message to the specified message channel.
Make an API Call
Performs an arbitrary authorized API call.
Update a Client
Updates a client.
Update a Company
Updates a specific company
List Clients
Searches for clients.
List Companies
Searches for companies.
List Contracts
Searches for contracts.
List Contract Templates
Searches for contract templates.
List File Channels
Searches for file channels.
List Files
Lists all files in a specified channel.
List Form Responses
Lists all responses for a specific form.
List Forms
Lists all forms.
List Internal Users
Lists all internal users.
List Message Channels
Searches for message channels.
List Messages
Lists messages for a specific channel.
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