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Copilot

Project Management

Send messages to clients for new form responses in Copilot

Looking to send a message to clients in Copilot to confirm you've received their Copilot form submission? This Zapier integration is here to simplify your workflow. When a new form submission is received in Copilot, this automation will find a message channel in Copilot for the client, and then send a message in Copilot with the text of your choosing. Save time and eliminate manual messaging with this powerful integration.

Looking to send a message to clients in Copilot to confirm you've received their Copilot form submission? This Zapier integration is here to simplify your workflow. When a new form submission is received in Copilot, this automation will find a message channel in Copilot for the client, and then send a message in Copilot with the text of your choosing. Save time and eliminate manual messaging with this powerful integration.

  1. When this happens...
    CopilotCopilot
    Form Response Completed

    Triggers when a form response has been completed by a recipient

    TriggerInstant
  2. automatically do this...
    CopilotCopilot
    Find a Message Channel

    Search for a message channel by ID or by filters

    ActionSearch
  3. then do this!
    CopilotCopilot
    Send Message

    Create and send a message to a designated message channel.

    ActionWrite
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Supported triggers and actions

What does this mean?
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About Copilot

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

Related categories

  • Project Management