Copilot
Create new clients and request form responses in Copilot for effective management
When a new client is created in the Copilot app, this workflow springs into action, gathering all necessary data right away. This seamless process ensures all crucial client details are captured instantly in the Client Created event in Copilot. This not only enhances your client onboarding experience, but also helps maintain up-to-date records, doing away with manual data entry. This is a must-have setup for those who value efficiency and accuracy in client data management.
When a new client is created in the Copilot app, this workflow springs into action, gathering all necessary data right away. This seamless process ensures all crucial client details are captured instantly in the Client Created event in Copilot. This not only enhances your client onboarding experience, but also helps maintain up-to-date records, doing away with manual data entry. This is a must-have setup for those who value efficiency and accuracy in client data management.
- When this happens...
Client CreatedTriggers when a new client is created.
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 ZapScheduledZapier 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 ZapScheduledZapier 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 ZapScheduledZapier 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 ZapScheduledZapier 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.Link 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 ZapScheduledZapier 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.List Workspace
List the workspace associated with the portal
Try ItTriggerThis is the start of your ZapScheduledZapier 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.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.The ID of the App InstallRequired
ClientId
CompanyId
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 internal user to get
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 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 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.List Companies
Lists the companies.
Try ItTriggerThis is the start of your ZapScheduledZapier 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.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.The 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
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.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.ID
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 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 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 found
About Copilot
Create a client portal to combine messaging, payments, and other modules to offer clients a branded, streamlined experience.
Related categories
Related Zap Templates
- Assign forms to newly activated Copilot clients
- Assign forms when new clients are activated in Copilot
- Create folders for new Copilot clients
- Upload new Copilot files to Dropbox
- Create clients in Copilot when new events are scheduled in Calendly
- Create files and folders from new Copilot clients using Google Drive files
- Send new Copilot messages to Slack channels directly
- Send messages in Slack when new clients are created in Copilot
- Add new Copilot clients as Mailchimp subscribers
- Send channel messages in Slack when new clients are activated in Copilot
- Add newly signed Copilot contracts to a company file channel
- Create new Copilot clients from new Typeform entries
- Send channel messages in Slack when new form responses are submitted in Copilot
- Create clients in Copilot with new submissions in HubSpot
- Create a default folder structure in Copilot for a new Typeform entry
- Add new Copilot clients to Google Sheets rows
- Create new Airtable records for newly created Copilot clients
- Add rows in Microsoft Excel for new client activations in Copilot
- Send new Copilot form responses as channel messages in Slack
- Create rows in Google Sheets for new Copilot clients
- Create new Copilot clients from new Paperform submissions
- Create Copilot clients for new Microsoft Outlook calendar events
- Create form responses in Copilot for new activated clients
- Update Copilot clients with new or updated Google Sheets rows
- Create Copilot clients from new Invoiced invoices
- Send Slack channel messages for newly activated Copilot clients
- Create clients in Copilot from new Gravity Forms submissions
- Create Copilot form responses from new PandaDoc sent documents
- Create form responses in Copilot for new LeadCenter.AI lead matches
- Assign forms to Copilot clients every month
- Create Trello cards for new form submissions in Copilot
- Find and update clients in Copilot from new Jotform submissions
- Create records in Airtable for new Copilot clients
- Create Copilot clients from new Google Docs documents
- Update clients from new Copilot form submissions
- Create folders and files from Google Drive in Copilot company file channels for new Copilot companies
- Create new Copilot clients from Leadpages form submissions
- Create clients in Copilot from new entries in Formidable Forms
- Create Copilot clients from new Squarespace form submissions
- Create new Copilot clients from Interact leads
- Create Copilot clients from new GoCanvas submissions
- Create Copilot clients from new involve.me completed submissions
- Create new Copilot clients from new Qualtrics survey responses
- Send messages to clients for new form responses in Copilot
- Send messages to clients in Copilot when new clients send Copilot messages
- Send Email by Zapier when new messages are sent in Copilot
- Send chat messages in Microsoft Teams when new clients are activated in Copilot
- Create new Copilot companies from new Karbon organization contacts
- List new clients in Copilot and create corresponding spreadsheet rows in Google Sheets
- 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 outbound emails in Email by Zapier when new form responses are completed in Copilot
- 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
- Create new rows in Google BigQuery when new files are created in Copilot
- Create new Copilot clients from completed PandaDoc documents
- Send new Copilot messages to Microsoft Teams channels
- Create Copilot clients from new ActiveCampaign contacts added to list
- Create new users in Zapier Interfaces when new clients are created in Copilot
- Send messages in Copilot when pipeline stages are updated in LeadConnector
- Create new HubSpot contacts from completed Copilot form responses
- Create new clients in Copilot from new FreshBooks clients
- Send emails in Gmail for every completed form response in Copilot
- Create Google Sheets rows from new Copilot form responses
- Update Copilot clients when DocuSign envelope statuses change
- Create new items in monday.com for every completed form response in Copilot
- Create new Copilot clients from new Google Sheets rows
- Upload new Copilot files to Microsoft SharePoint effortlessly
- Increase counter in Databox when new files are created in Copilot
- Create Copilot clients from updated HubSpot contact properties
- Create new Copilot folders for every new task in Asana projects
- Update and assign forms in Jotform when client custom fields are updated in Copilot
- Send emails in Gmail when new clients are created in Copilot
- Create new folders in ClickUp for newly created companies in Copilot
- Manage new Copilot form responses by creating or updating records in Airtable
- Create new Copilot clients when new tags are added to contacts in Follow Up Boss
- Create new Ignition clients from newly created clients in Copilot
- Create new Copilot clients from new deals in Bigin by Zoho CRM
- Create Gmail labels for new companies created in Copilot
- Activate new clients in Copilot and send messages instantly
- Send channel messages in Slack when new contracts are signed in Copilot
- Send channel messages in Slack when new clients are activated in Copilot
- Create new Copilot clients from new Jotform submissions
- Create new records in Airtable when new clients are created in Copilot
- Create new Copilot clients from new Calendly invitees
- Create new contracts in Copilot when new clients are added in the same app
- Activate new clients and manage request form responses in Copilot
- Create new file channels in Copilot when contracts are signed in Copilot
- Send email in Microsoft Outlook for new clients created in Copilot
- Create new Airtable records from completed Copilot form responses
- Start new ClickUp lists for each newly created client in Copilot
- Send emails in Gmail when new clients are created in Copilot
- Create new items in monday.com when form responses are completed in Copilot
- Capture new Copilot form responses into Google Sheets spreadsheets
- Create new Copilot clients from new QuickBooks Online accounts
Related Zap Templates
- Assign forms to newly activated Copilot clients
- Upload new Copilot files to Dropbox
- Send new Copilot messages to Slack channels directly
- Send channel messages in Slack when new clients are activated in Copilot
- Send channel messages in Slack when new form responses are submitted in Copilot
- Add new Copilot clients to Google Sheets rows
- Send new Copilot form responses as channel messages in Slack
- Create Copilot clients for new Microsoft Outlook calendar events
- Create Copilot clients from new Invoiced invoices
- Create Copilot form responses from new PandaDoc sent documents
- Create Trello cards for new form submissions in Copilot
- Create Copilot clients from new Google Docs documents
- 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 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
- 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
- Update and assign forms in Jotform when client custom fields are updated 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 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
- Create new items in monday.com when form responses are completed in Copilot
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- Assign forms when new clients are activated in Copilot
- Create clients in Copilot when new events are scheduled in Calendly
- Send messages in Slack when new clients are created in Copilot
- Add newly signed Copilot contracts to a company file channel
- Create clients in Copilot with new submissions in HubSpot
- Create new Airtable records for newly created Copilot clients
- Create rows in Google Sheets for new Copilot clients
- Create form responses in Copilot for new activated clients
- Send Slack channel messages for newly activated Copilot clients
- Create form responses in Copilot for new LeadCenter.AI lead matches
- Find and update clients in Copilot from new Jotform submissions
- Update clients from new Copilot form submissions
- Create clients in Copilot from new entries in Formidable Forms
- Create Copilot clients from new GoCanvas submissions
- Send messages to clients for new form responses in Copilot
- 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
- 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 Copilot clients from updated HubSpot contact properties
- Send emails in Gmail when new clients are created in Copilot
- 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 Copilot clients from new Calendly invitees
- Create new file channels in Copilot when contracts are signed in Copilot
- Start new ClickUp lists for each newly created client in Copilot
- Capture new Copilot form responses into Google Sheets spreadsheets
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- Create folders for new Copilot clients
- Create files and folders from new Copilot clients using Google Drive files
- Add new Copilot clients as Mailchimp subscribers
- Create new Copilot clients from new Typeform entries
- Create a default folder structure in Copilot for a new Typeform entry
- Add rows in Microsoft Excel for new client activations in Copilot
- Create new Copilot clients from new Paperform submissions
- Update Copilot clients with new or updated Google Sheets rows
- Create clients in Copilot from new Gravity Forms submissions
- Assign forms to Copilot clients every month
- Create records in Airtable for new Copilot clients
- Create folders and files from Google Drive in Copilot company file channels for new Copilot companies
- Create Copilot clients from new Squarespace form submissions
- Create Copilot clients from new involve.me completed 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 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 new Copilot folders for every new task in Asana projects
- 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 Copilot clients from new Jotform submissions
- 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
- Send emails in Gmail when new clients are created in Copilot
- Create new Copilot clients from new QuickBooks Online accounts