Create integrations between CoPilot AI and Copilot to automate any workflow
1. Choose a Trigger
An event that starts an automation
2. Choose an Action
The event an automation performs after it's triggered
Endless possibilities
Zapier lets you build automated workflows between two or more apps—no code necessary. These workflows are called Zaps, and this is how they work.
With Zapier's 6,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.
Choose a Trigger
Start here
Start here
Choose an Action
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- New Lead Connected
Triggers when a new lead has connected with you.
Try It - Meeting Booked
Triggers when a contact is marked as meeting booked
Try It - Client Activated
Triggers when a client authenticates in the Copilot for the first time
Try It - Client Custom Fields Updated
Triggers only when a client user has updates to custom fields.
Try It
Related categories
Related categories