Copilot SaaS Management Enhanced | Boost.space
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Integrate Copilot with 2,097 other apps

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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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 more than 2000+ other apps...
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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