Copilot SaaS Management Enhanced | Boost.space
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Integration & MCP for Copilot

Integrate and automate your Copilot workflows across 2,399 tools. Take full control—use your favorite LLM to orchestrate Copilot and make your data and tools truly work for you, not the other way around.

Integrate Copilot with 2,398 other apps
Process Management

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.
Connection status - Active 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.
Centralize data in Boost.space with Copilot integration Centralize data using ActiveCampaign integration, WooCommerce integration, Asana integration, Slack integration, Copilot integration, Copilot integration and 1800+ more! And 2,399 other apps
Copilot Modules (115)

Get a head start with our Copilot integration templates or create your own

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 internal users

Triggers when an internal user is created.

Watch deleted internal users

Triggers when an internal user is deleted.

Watch created invoices

Triggers when an invoice is created.

Watch deleted invoices

Triggers when an invoice is deleted.

Watch paid invoices

Triggers when an invoice is paid.

Watch sent invoices

Triggers when an invoice is sent.

Watch updated invoices

Triggers when an invoice is updated.

Watch voided invoices

Triggers when an invoice is voided.

Watch created links

Triggers when a link is created in the Files app.

Watch sent messages

Triggers when a message is sent.

Watch failed payments

Triggers when a payment fails.

Watch successful payments

Triggers when a payment is successful.

Watch created prices

Triggers when a price is created.

Watch created products

Triggers when a product is created.

Watch updated products

Triggers when a product name or status is updated. Prices added to products will not trigger this module, for this use the Price Created trigger.

Watch canceled subscriptions

Triggers when a subscription is canceled.

Watch created subscriptions

Triggers when a subscription is created.

Watch archived tasks

Triggers when a task is archived.

Watch completed tasks

Triggers when a task is completed.

Watch created tasks

Triggers when a task is created.

Watch deleted tasks

Triggers when a task is deleted.

Watch updated tasks

Triggers when a task is updated.

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 created notes

Triggers when a note is created.

Watch deleted notes

Triggers when a note is deleted.

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.

Watch updated notes

Triggers when a note is updated.

Cancel a subscription

Cancels a specific subscription. Status must be 'active' or 'not started'.

Create app connection

Creates an app connection for a manual app install. One of Company ID or Client ID(s) must be present, specifying the client(s)/company who will receive the specified content.

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 an invoice

Creates an invoice for a specified client or company in a workspace.

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.

Create a note

Creates a note for a client or company.

Create a subscription

Creates a subscription for a specific client or company.

Create a task

Creates a task in a workspace.

Delete a client

Deletes a specific client.

Delete a company

Deletes a specific company.

Delete a file

Deletes a specific file, folder, or link. Folders must be empty to be deleted.

Delete a note

Delete a specific note.

Delete a task

Deletes a specific task from a workspace.

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 an invoice

Retrieves an invoice by its unique ID.

Retrieve a message channel

Retrieves a specific message channel.

Retrieve a note

Retrieves a client or company note by ID.

Retrieve a price

Retrieves a specific price.

Retrieve a product

Retrieves a specific product in a workspace by ID.

Retrieve a subscription

Retrieves a subscription by ID.

Retrieve a task

Retrieves a specific task from a workspace.

Retrieve a task template

Retrieves a specific task template from a workspace.

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

Update a note

Updates a specific note.

Update a task

Updates a task in a workspace.

List app connections

Lists all app connections for the specified manual app install within the workspace.

List app installs

Lists all app installs within the workspace.

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 invoices

Lists all invoices for a workspace.

List invoice templates

Lists invoice templates for a workspace.

List message channels

Searches for message channels.

List messages

Lists messages for a specific channel.

List notes

Lists all notes for a client or company.

List payments

Lists the payments in a workspace.

List prices

Lists the prices for products in a workspace.

List products

Lists all products in a workspace.

List subscriptions

Lists all subscriptions for a workspace.

List subscription templates

Lists all subscription templates for a workspace.

List tasks

Lists tasks in a workspace.

List task templates

Lists all task templates in a workspace.
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