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Copilot + Filter by Zapier

Send messages to clients in Copilot when new clients send Copilot messages

Are you looking for a way to automatically respond to messages from clients in Copilot? With this Zapier integration, you can streamline your messaging process and ensure your clients receive automated responses to their messages. Whenever a client user sends a message in Copilot, the Zap triggers and finds the corresponding message channel in Copilot based on the client ID. The Zap makes sure the message was sent from the client so that messages from internal users will not trigger this Zap. If the client exists, it sends your specified message to the client's message channel, simplifying your messaging workflow.

Are you looking for a way to automatically respond to messages from clients in Copilot? With this Zapier integration, you can streamline your messaging process and ensure your clients receive automated responses to their messages. Whenever a client user sends a message in Copilot, the Zap triggers and finds the corresponding message channel in Copilot based on the client ID. The Zap makes sure the message was sent from the client so that messages from internal users will not trigger this Zap. If the client exists, it sends your specified message to the client's message channel, simplifying your messaging workflow.

  1. When this happens...
    CopilotCopilot
    Message Sent

    Triggers when a message gets sent in any channels belonging to the portal

    TriggerInstant
  2. automatically do this...
    CopilotCopilot
    Find a Client

    Search for a client by ID, email, or company.

    ActionSearch
  3. then do this...
    Filter by ZapierFilter by Zapier
    Only continue if...

    Set up rules to specify when this Zap can continue running.

    ActionFilter
  4. 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
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About Filter by Zapier

Only allow a Zap to proceed when a certain condition is met. For example, if you're sending a text message when you receive a new email, you could use a Filter that only sends a text message when the email received is from a certain address.

Related categories