Copilot Integrations

Project Management

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Webflow

Website Builders

HubSpot

Marketing Automation

Google Sheets

Google, Spreadsheets

Slack

Team Chat

Asana

Project Management

ClickUp

Project Management

Microsoft Excel

Microsoft, Spreadsheets

Gmail

Email, Google

DocuSign

Signatures

Webflow

Website Builders

HubSpot

Marketing Automation

Google Sheets

Google, Spreadsheets

Slack

Team Chat

Asana

Project Management

ClickUp

Project Management

Webflow

Website Builders

HubSpot

Marketing Automation

Google Sheets

Google, Spreadsheets

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Popular ways to use Copilot workflows

Create clients in Copilot with new submissions in HubSpot
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HubSpot + Copilot
More details
When this happens
Step 1: New Form Submission
Then do this
Step 2: Create Client
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Create clients in Copilot with new submissions in HubSpot
Create clients in Copilot with new submissions in HubSpot
HubSpot + Copilot
Create folders for newly activated Copilot clients
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Copilot
More details
When this happens
Step 1: Client Activated
Then do this
Step 2: Find a File Channel
Then do this
Step 3: Create Folder
Then do this
Step 4: Create Folder
See Zap details Try it
Create folders for newly activated Copilot clients
Create folders for newly activated Copilot clients
Copilot
Add new Copilot clients to Google Sheets rows
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Copilot + Google Sheets
More details
When this happens
Step 1: Client Created
Then do this
Step 2: Create Spreadsheet Row
See Zap details Try it
Add new Copilot clients to Google Sheets rows
Add new Copilot clients to Google Sheets rows
Copilot + Google Sheets

Supported triggers and actions

What does this mean?

Client Activated
Triggers when a client authenticates in the Portal for the first time
Trigger
Instant
Client Created
Triggers when a new client is created.
Trigger
Instant
List Clients
Lists the clients.
Trigger
Scheduled
Client Updated
Triggers when a client user is updated.
Trigger
Instant
Company Created
Triggers when a company gets created in the Portal for the first time
Trigger
Instant

List Companies
Lists the companies.
Trigger
Scheduled
Form Response Completed
Triggers when a form response has been completed by a recipient
Trigger
Instant

Create Client
Creates a new client.
Action
Write

Copilot
Update a client
Scheduled
Action
Copilot
Creates a new company.
Scheduled
Action
Copilot
Creates a folder in a specified file channel.
Scheduled
Action
Copilot
Asks a Recipient (a Client) to fill out a form. One recipient can be assigned one form.
Scheduled
Action
Copilot
Search for a client by ID, email, or company.
Scheduled
Action
Copilot
Search for a company by name.
Scheduled
Action
Copilot
Search for a file channel by group type and member.
Scheduled
Action
Copilot
Search for a client by ID, email, or company.
Scheduled
Action
Copilot
Search for a company by name.
Scheduled
Action

About Copilot

Create a client portal to combine messaging, payments, and other modules to offer clients a branded, streamlined experience.

Related categories

Project Management

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Popular Copilot Integrations