Copilot + Magnetite Integration

Connect Copilot to Magnetite in 1 click

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Use premium features free for 14 days.

Payment is succeed in Copilot Instant
Client is created in Copilot Instant
Client is updated in Copilot Instant
Client is deleted in Copilot Instant
Client is activated in Copilot Instant
Client custom Field is updated in Copilot Instant
Company is created in Copilot Instant
Company is updated in Copilot Instant
Company is deleted in Copilot Instant
Contract is requested in Copilot Instant
Contract is signed in Copilot Instant
File is created in Copilot Instant
File is updated in Copilot Instant
File is deleted in Copilot Instant
Folder is created in Copilot Instant
Folder is updated in Copilot Instant
Folder is deleted in Copilot Instant
Form response is completed in Copilot Instant
Internal user is created in Copilot Instant
Internal user is deleted in Copilot Instant
Invoice is created in Copilot Instant
Invoice is updated in Copilot Instant
Invoice is deleted in Copilot Instant
Invoice is sent in Copilot Instant
Invoice is paid in Copilot Instant
Invoice is voided in Copilot Instant
Message channel is created in Copilot Instant
Message is sent in Copilot Instant
Note is created in Copilot Instant
Note is updated in Copilot Instant
Note is deleted in Copilot Instant
Notification is created in Copilot Instant
Price is created in Copilot Instant
Product is created in Copilot Instant
Product is updated in Copilot Instant
Task is created in Copilot Instant
Task is updated in Copilot Instant
Task is archived in Copilot Instant
Task is deleted in Copilot Instant
Task is completed in Copilot Instant
Payment is failed in Copilot Instant
Link is created in Copilot Instant
Link is updated in Copilot Instant
Link is deleted in Copilot Instant
Subscription is created in Copilot Instant
Subscription is canceled in Copilot Instant
Lead is created in Magnetite Instant

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Ready Workflows for Copilot + Magnetite Integration

Just click on the workflow you want to automate

Create Copilot task for new Magnetite contact

Magnetite and Copilot are both powerful tools that, when used correctly, can help you become more productive.

When you create a contact in Magnetite, do you also create a task in Copilot? If not, you should! This will help ensure that you never forget to follow-up with a lead. Also, it can help to keep your team organized and on track.

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Top 10 Most Popular Copilot Automations from
Integrately Community

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Create Copilot(Under review) task for new Trackabi task

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Create Copilot(Under review) task for new Workbooks CRM contact

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Create Copilot(Under review) task for new Workbooks CRM task

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Create Copilot(Under review) task for new Sharetribe contact

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Create Copilot(Under review) task for new Zoho Expense customer

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Create Copilot(Under review) task for new Trackabi task

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Create Copilot(Under review) task for new Workbooks CRM contact

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Create Copilot(Under review) task for new Workbooks CRM task

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Create Copilot(Under review) task for new Sharetribe contact

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Create Copilot(Under review) task for new Zoho Expense customer

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Create Copilot(Under review) task for new Smart Emailing contact

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Create Copilot(Under review) task for updated Smart Emailing contact

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Create Copilot(Under review) task for new MyGadgetRepairs task

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Create Copilot(Under review) task for new MyGadgetRepairs contact

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Create Copilot(Under review) task for new MyGadgetRepairs event

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Create Copilot(Under review) task for new Smart Emailing contact

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Create Copilot(Under review) task for updated Smart Emailing contact

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Create Copilot(Under review) task for new MyGadgetRepairs task

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Create Copilot(Under review) task for new MyGadgetRepairs contact

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Create Copilot(Under review) task for new MyGadgetRepairs event

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Want to automate something else in your workflow?

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Copilot is a client portal platform for service businesses, offering tools for messaging, billing, e-signatures, file sharing, and custom apps—streamlining client management and collaboration.

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