Copilot
Assign forms to newly activated Copilot clients
Are you tired of manually handling client activations and processing form responses? With the help of this Zapier automation, you can streamline your workflow effortlessly. Once a client is activated in Copilot (step 1), this integration automatically assigns them to a form using Copilot's Request Form feature (step 2). Say goodbye to time-consuming data entry and focus on providing exceptional client experiences.
Are you tired of manually handling client activations and processing form responses? With the help of this Zapier automation, you can streamline your workflow effortlessly. Once a client is activated in Copilot (step 1), this integration automatically assigns them to a form using Copilot's Request Form feature (step 2). Say goodbye to time-consuming data entry and focus on providing exceptional client experiences.
- When this happens...
Client ActivatedTriggers when a client authenticates in the Copilot for the first time
TriggerInstantThis event starts a Zap instantly. - automatically do this!Request Form Responses
Ask clients to fill out a form.
ActionWriteCreate a new record or update an existing record in your app.
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List App Installs
Lists the app installs in a workspace.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planClient Created
Triggers when a new client is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.List Clients
Lists the clients.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planCompany Created
Triggers when a company gets created in the Copilot for the first time
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Contract Signed
Triggers when a contract is signed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.List Custom Fields
Lists all available custom fields.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planFile Created
Triggers when a file gets created within a file channel
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.File Channel IdRequired
Folder path
Limit
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planFolder Created
Triggers when a folder gets created within a file channel
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Folder Updated
Triggers when a folder gets updated within a file channel
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Internal User Created
Triggers when a new internal user is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Invoice Deleted
Triggers when an invoice is deleted
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Invoice Paid
Triggers when an invoice is paid
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Invoice Updated
Triggers when an invoice is updated
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.List Invoice Templates
Lists the invoice templates.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planLink Deleted
Triggers when a link gets deleted within a file channel
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Message Channel Created
Triggers when a new message channel is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Membership Type
The ID of the membership entity. E.g. ID of a company or individual
Member ID
Limit
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planMessage Sent
Triggers when a message gets sent in any channels belonging to the portal
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Note Deleted
Triggers when a note is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Note Updated
Triggers when a note is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Payment Failed
Triggers when a payment is failed for an invoice
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Payment Succeeded
Triggers when a payment is successful for an invoice
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.List Prices
Lists the prices.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planList Products
Lists the products.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planSubscription Canceled
Triggers when an subscription is canceled
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.List Subscriptions
Lists the subscriptions.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planList Workspace
List the workspace associated with the portal
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planEmailRequired
Given nameRequired
Family NameRequired
Company ID
Send Invite?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Icon Image URL
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contract Template ID
Recipient ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Channel IDRequired
PathRequired
File ContentRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Recipient IDRequired
Form IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Channel IDRequired
PathRequired
Link urlRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.The text content of the messageRequired
The Id of the target message channelRequired
(Optional) The Id of the client who is the author of the message
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
ContentRequired
Note IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Recipient type
Prompt
Amount (in cents)
Description
QuantityRequired
Prompt Product
Product
Price Prompt
Price
Days Until DueRequired
Tax Percentage
Memo
Accept Payment Via Credit Card
Accept Payment Via Bank Transfer
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appThe ID of the Company to get
Name
ActionThis is an event a Zap performs.SearchFind existing data in your appThe ID of the file channel to get
Membership Type
The ID of the membership entity. E.g. ID of a company or individual
Member ID
ActionThis is an event a Zap performs.SearchFind existing data in your appThe ID of the Form to getRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appThe ID of the message channel to get
Membership Type
The ID of the membership entity. E.g. ID of a company or individual
Member ID
Limit
ActionThis is an event a Zap performs.SearchFind existing data in your appThe ID of the Price to getRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appThe ID of the Subscription to getRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appID
EmailRequired
Company ID
Given nameRequired
Family NameRequired
Send Invite?
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundThe ID of the file channel to get
Membership Type
The ID of the membership entity. E.g. ID of a company or individual
Member ID
IDs of all members in the channel
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundThe ID of the message channel to get
Membership TypeRequired
Entity ID - ID of the membership entity, e.g., ID of a company or individual client user
Member ID
Limit
Member IDs - IDs of client members to be added to this channel
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundThe ID of the Subscription to getRequired
Recipient type
Prompt
Amount (in cents)
Description
QuantityRequired
Prompt Product
Product
Price Prompt
Price
Days Until DueRequired
Tax Percentage
Memo
Accept Payment Via Credit Card
Accept Payment Via Bank Transfer
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
Client Activated
Triggers when a client authenticates in the Copilot for the first time
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Client Custom Fields Updated
Triggers only when a client user has updates to custom fields.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Client Updated
High-frequency trigger for each client user update.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Query param to filter placeholder companies
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planContract Requested
Triggers when a contract is assigned to a client.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.File Deleted
Triggers when a file has been deleted within a file channel
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.File Updated
Triggers when a file has been updated within a file channel
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Folder Deleted
Triggers when a folder gets deleted within a file channel
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Internal User Deleted
Triggers when an internal user is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Invoice Created
Triggers when an invoice is created
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.List Invoices
Lists the invoices.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planInvoice Sent
Triggers when an invoice is sent
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Invoice Voided
Triggers when an invoice is voided
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Link Created
Triggers when a link gets created within a file channel
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Link Updated
Triggers when a link gets updated within a file channel
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Message Channel Deleted
Triggers when a message channel is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Note Created
Triggers when a new note is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Entity Type
The ID of the entity assigned to the note. E.g. ID of a client or company.
Limit
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planList Payments
Lists the payments.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planPrice Created
Triggers when a price is created
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Product Created
Triggers when a product is created
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Product Updated
Triggers when a product is updated
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Subscription Created
Triggers when an subscription is created
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.List Subscription Templates
Lists the subscription templates.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planThe ID of the App InstallRequired
The type of the App ConnectionRequired
The content of the App ConnectionRequired
The company id of the App Connection
The client ids to be part of the App Connection
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IDRequired
Given name
Family Name
Company ID
Send Invite?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Company IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Membership Type
The ID of the membership entity. E.g. ID of a company or individual
IDs of all members in the channel
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Channel IDRequired
PathRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Recipient type
Note
Amount (in cents)
Description
QuantityRequired
Note
Product
Note
Price
Days Until DueRequired
Tax Percentage
Memo
Accept Payment Via Credit Card
Accept Payment Via Bank Transfer
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Membership TypeRequired
Entity ID - ID of the membership entity, e.g., ID of a company or individual client user
Member IDs - IDs of client members to be added to this channel
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Entity TypeRequired
ID of the entity, e.g., ID of a company or client.Required
TitleRequired
Content
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Subscription
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.The ID of the App InstallRequired
ClientId
CompanyId
ActionThis is an event a Zap performs.SearchFind existing data in your appID
Email
Company ID
ActionThis is an event a Zap performs.SearchFind existing data in your appCustom Field IDRequired
Label
ActionThis is an event a Zap performs.SearchFind existing data in your appThe ID of the file to getRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appThe ID of the internal user to get
ActionThis is an event a Zap performs.SearchFind existing data in your appThe ID of the note to retrieve.
ActionThis is an event a Zap performs.SearchFind existing data in your appThe ID of the Product to getRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appThe ID of the App InstallRequired
ClientId
The company id of the App Connection
The type of the App ConnectionRequired
The content of the App ConnectionRequired
The client ids to be part of the App Connection
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundThe ID of the Company to get
NameRequired
Icon Image URL
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundThe ID of the file to getRequired
Channel IDRequired
PathRequired
File ContentRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundThe ID of the note to retrieve.
Entity TypeRequired
ID of the entity, e.g., ID of a company or client.Required
TitleRequired
Content
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
About Copilot
Related categories
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- Send Slack channel messages for newly activated Copilot clients
- Create folders for new Copilot clients
- Send messages to clients for new form responses in Copilot
- Send channel messages in Slack when new form responses are submitted in Copilot
- Add newly signed Copilot contracts to a company file channel
- Upload new Copilot files to Dropbox
- Create new Copilot clients from new WooCommerce orders
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- Assign forms when new clients are activated in Copilot
- Create new Copilot clients from new Jotform submissions
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- Create a default folder structure in Copilot for a new Typeform entry
- Add new Copilot clients to Google Sheets rows
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- Create Copilot clients from new Invoiced invoices
- Create clients in Copilot from new Gravity Forms submissions
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- Create form responses in Copilot for new LeadCenter.AI lead matches
- Assign forms to Copilot clients every month
- Create Asana tasks from new form submissions in Copilot
- Create Trello cards for new form submissions in Copilot
- Find and update clients in Copilot from new Jotform submissions
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- Create Copilot clients from new Google Docs documents
- Update clients from new Copilot form submissions
- Create new Copilot clients from Leadpages form submissions
- Create clients in Copilot from new entries in Formidable Forms
- Create Copilot clients from new Squarespace Forms form submissions
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- Send Email by Zapier when new messages are sent in Copilot
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- Create new rows in Google Sheets when new companies are created in Copilot
- Create new clients in Copilot when new automation rules trigger in Wix
- Create new rows in Google BigQuery when new clients are added in Copilot
- Create rows in Google BigQuery when new companies are created in Copilot
- Send new Copilot messages to Slack channels directly
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- Create Google Sheets rows from new Copilot files
- Manage new Copilot clients by creating subitems in monday.com
- Create new rows in Google Sheets when new clients are created in Copilot
- List new companies in Copilot and create corresponding rows in Google Sheets
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- Create new HubSpot contacts from completed Copilot form responses
- Create new clients in Copilot from new FreshBooks clients
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- Upload new Copilot files to Microsoft SharePoint effortlessly
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- Send channel messages in Slack when new contracts are signed in Copilot
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- Create new records in Airtable when new clients are created in Copilot
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- Send email in Microsoft Outlook for new clients created in Copilot
- Create new Airtable records from completed Copilot form responses
- Create new Copilot clients from new Typeform entries
- Start new ClickUp lists for each newly created client in Copilot
- Send emails in Gmail when new clients are created in Copilot
Related Zap Templates
- Create folders in Copilot file channels when new clients are created in Copilot
- Send Slack channel messages for newly activated Copilot clients
- Send channel messages in Slack when new form responses are submitted in Copilot
- Create new Copilot clients from new WooCommerce orders
- Create new Copilot clients from new Jotform submissions
- Add new Copilot clients to Google Sheets rows
- Add rows in Microsoft Excel for new client activations in Copilot
- Create new Copilot clients from new Paperform submissions
- Create form responses in Copilot for new activated clients
- Create clients in Copilot from new Gravity Forms submissions
- Assign forms to Copilot clients every month
- Find and update clients in Copilot from new Jotform submissions
- Update clients from new Copilot form submissions
- Create Copilot clients from new Squarespace Forms form submissions
- Create Copilot clients from new involve.me completed submissions
- Send Email by Zapier when new messages are sent in Copilot
- List new clients in Copilot and create corresponding spreadsheet rows in Google Sheets
- Create new rows in Google BigQuery when new clients are added in Copilot
- Send outbound emails in Email by Zapier when new form responses are completed in Copilot
- Create new rows in Google Sheets when new clients are created in Copilot
- Create new Copilot clients from completed PandaDoc documents
- Create new users in Zapier Interfaces when new clients are created in Copilot
- Create new clients in Copilot from new FreshBooks clients
- Update Copilot clients when DocuSign envelope statuses change
- Upload new Copilot files to Microsoft SharePoint effortlessly
- Create Copilot clients from updated HubSpot contact properties
- Send emails in Gmail when new clients are created in Copilot
- Manage new Copilot form responses by creating or updating records in Airtable
- Create new Copilot clients from new deals in Bigin by Zoho CRM
- Send channel messages in Slack when new contracts are signed in Copilot
- Create new Copilot clients from new Calendly invitees
- Create new file channels in Copilot when contracts are signed in Copilot
- Create new Copilot clients from new Typeform entries
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- Add new Copilot clients as Mailchimp subscribers
- Create folders for new Copilot clients
- Add newly signed Copilot contracts to a company file channel
- Send channel messages in Slack when new clients are activated in Copilot
- Create clients in Copilot with new submissions in HubSpot
- Create clients in Copilot when new events are scheduled in Calendly
- Send new Copilot form responses as channel messages in Slack
- Create Copilot clients for new Microsoft Outlook calendar events
- Update Copilot clients with new or updated Google Sheets rows
- Create Copilot form responses from new PandaDoc sent documents
- Create Asana tasks from new form submissions in Copilot
- Create records in Airtable for new Copilot clients
- Create new Copilot clients from Leadpages form submissions
- Create new Copilot clients from Interact leads
- Create new Copilot clients from new Qualtrics survey responses
- Send chat messages in Microsoft Teams when new clients are activated in Copilot
- Create new rows in Google Sheets when new companies are created in Copilot
- Create rows in Google BigQuery when new companies are created in Copilot
- Create Google Sheets rows from new Copilot files
- List new companies in Copilot and create corresponding rows in Google Sheets
- Send new Copilot messages to Microsoft Teams channels
- Send messages in Copilot when pipeline stages are updated in LeadConnector
- Send emails in Gmail for every completed form response in Copilot
- Create new items in monday.com for every completed form response in Copilot
- Increase counter in Databox when new files are created in Copilot
- Create new Copilot folders for every new task in Asana projects
- Create clients in Copilot for every new contact in Xero
- Create new Copilot clients when new tags are added to contacts in Follow Up Boss
- Create Gmail labels for new companies created in Copilot
- Send channel messages in Slack when new clients are activated in Copilot
- Create new contracts in Copilot when new clients are added in the same app
- Send email in Microsoft Outlook for new clients created in Copilot
- Start new ClickUp lists for each newly created client in Copilot
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- Send messages in Slack when new clients are created in Copilot
- Send messages to clients for new form responses in Copilot
- Upload new Copilot files to Dropbox
- Assign forms when new clients are activated in Copilot
- Create a default folder structure in Copilot for a new Typeform entry
- Create new Airtable records for newly created Copilot clients
- Create rows in Google Sheets for new Copilot clients
- Send channel messages in Discord for new completed form responses in Copilot
- Create Copilot clients from new Invoiced invoices
- Create form responses in Copilot for new LeadCenter.AI lead matches
- Create Trello cards for new form submissions in Copilot
- Create Copilot clients from new Google Docs documents
- Create clients in Copilot from new entries in Formidable Forms
- Create Copilot clients from new GoCanvas submissions
- Send messages to clients in Copilot when new clients send Copilot messages
- Create new Copilot companies from new Karbon organization contacts
- Create new clients in Copilot when new automation rules trigger in Wix
- Send new Copilot messages to Slack channels directly
- Manage new Copilot clients by creating subitems in monday.com
- Create new rows in Google BigQuery when new files are created in Copilot
- Create Copilot clients from new ActiveCampaign contacts added to list
- Create new HubSpot contacts from completed Copilot form responses
- Create Google Sheets rows from new Copilot form responses
- Create new Copilot clients from new Google Sheets rows
- Create new clients and request form responses in Copilot for effective management
- Update and assign forms in Jotform when client custom fields are updated in Copilot
- Create new folders in ClickUp for newly created companies in Copilot
- Create new Ignition clients from newly created clients in Copilot
- Activate new clients in Copilot and send messages instantly
- Create new records in Airtable when new clients are created in Copilot
- Activate new clients and manage request form responses in Copilot
- Create new Airtable records from completed Copilot form responses
- Send emails in Gmail when new clients are created in Copilot