Copilot + Ignition

Create new Ignition clients from newly created clients in Copilot

Stay organized and efficient by seamlessly streamlining your client onboarding process between the Copilot and Ignition apps. This automation activates when a new client is added in the Copilot app, immediately creating a corresponding client profile in Ignition. It simplifies your workflow, reduces manual data entry, and ensures consistency in your client profiles across both apps.

When this happens...
Client Created
Triggers when a new client is created.
TriggerInstant
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Create Client
Creates a new client.
ActionWrite

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Supported triggers and actions

What does this mean?

List App Installs
Lists the app installs in a workspace.
Trigger
Scheduled
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Client Created
Triggers when a new client is created.
Trigger
Instant
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List Clients
Lists the clients.
Trigger
Scheduled
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Company Created
Triggers when a company gets created in the Copilot for the first time
Trigger
Instant
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Contract Signed
Triggers when a contract is signed.
Trigger
Instant
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List Custom Fields
Lists all available custom fields.
Trigger
Scheduled
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File Created
Triggers when a file gets created within a file channel
Trigger
Instant
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- File Channel IdRequired
- Folder path
- Limit
Trigger
Scheduled
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Folder Created
Triggers when a folder gets created within a file channel
Trigger
Instant
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Folder Updated
Triggers when a folder gets updated within a file channel
Trigger
Instant
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- Limit
Trigger
Scheduled
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Link Deleted
Triggers when a link gets deleted within a file channel
Trigger
Instant
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Message Channel Created
Triggers when a new message channel is created.
Trigger
Instant
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- Membership Type
- The ID of the membership entity. E.g. ID of a company or individual
- Member ID
- Limit
Trigger
Scheduled
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Message Sent
Triggers when a message gets sent in any channels belonging to the portal
Trigger
Instant
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List Workspace
List the workspace associated with the portal
Trigger
Scheduled
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- EmailRequired
- Given nameRequired
- Family NameRequired
- Company ID
- Send Invite?
Action
Write
- NameRequired
- Icon Image URL
Action
Write
- Contract Template ID
- Recipient ID
Action
Write
- Channel IDRequired
- PathRequired
- File ContentRequired
Action
Write
- Recipient IDRequired
- Form IDRequired
Action
Write
- 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
Action
Write
- The ID of the App InstallRequired
- ClientId
- CompanyId
Action
Search
- The ID of the Company to get
- Name
Action
Search
- The 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
Action
Search
- The ID of the internal user to get
Action
Search
- The 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
Action
Search or write
- The ID of the Company to get
- NameRequired
- Icon Image URL
Action
Search or write
- The 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
Action
Search or write
Proposal Archived
Triggers when a proposal is archived. Does not work with Classic proposals.
Trigger
Instant
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Proposal Marked as Lost
Triggers when a proposal is marked as lost. Does not work with Classic proposals.
Trigger
Instant
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Proposal Revoked
Triggers when a proposal is revoked. Does not work with Classic proposals.
Trigger
Instant
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Classic Proposal State Changed
Triggers when a proposal's state changes. Only works with Classic proposals
Trigger
Instant
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- Client NameRequired
- Default Contact NameRequired
- Default Contact EmailRequired
- Default Contact Salutation
- Default Contact Addressee
- Default Contact Phone
- Default Contact Mobile
- Tags
- Notes
- Partner Email
- Manager Email
- Company Address Line
- Company Address City
- Company Address Region
- Company Address Post Code
- Company Address Country
- Company Postal Address Line
- Company Postal Address City
- Company Postal Address Region
- Company Postal Address Post Code
- Company Postal Address Country
Action
Write

Client Activated
Triggers when a client authenticates in the Copilot for the first time
Trigger
Instant
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Client Custom Fields Updated
Triggers only when a client user has updates to custom fields.
Trigger
Instant
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Client Updated
High-frequency trigger for each client user update.
Trigger
Instant
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List Companies
Lists the companies.
Trigger
Scheduled
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Contract Requested
Triggers when a contract is assigned to a client.
Trigger
Instant
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- Custom Field IDRequired
Trigger
Scheduled
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File Deleted
Triggers when a file has been deleted within a file channel
Trigger
Instant
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File Updated
Triggers when a file has been updated within a file channel
Trigger
Instant
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Folder Deleted
Triggers when a folder gets deleted within a file channel
Trigger
Instant
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- Form IDRequired
Trigger
Instant
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Link Created
Triggers when a link gets created within a file channel
Trigger
Instant
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Link Updated
Triggers when a link gets updated within a file channel
Trigger
Instant
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Message Channel Deleted
Triggers when a message channel is deleted.
Trigger
Instant
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- Channel ID
- Limit
Trigger
Scheduled
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- Recipient ID
Trigger
Instant
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- 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
Action
Write
- IDRequired
- Given name
- Family Name
- Company ID
Action
Write
- NameRequired
- Company IDRequired
Action
Write
- Membership Type
- The ID of the membership entity. E.g. ID of a company or individual
- IDs of all members in the channel
Action
Write
- Channel IDRequired
- PathRequired
Action
Write
- Channel IDRequired
- PathRequired
- Link urlRequired
Action
Write
- 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
Action
Write
- ID
- Email
- Company ID
Action
Search
- Custom Field IDRequired
- Label
Action
Search
- The ID of the Form to getRequired
Action
Search
- The 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
Action
Search
- ID
- EmailRequired
- Company ID
- Given nameRequired
- Family NameRequired
- Send Invite?
Action
Search or write
- The 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
Action
Search or write
Proposal Accepted
Triggers when a proposal is accepted.
Trigger
Instant
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Proposal Completed
Triggers when a proposal is completed. Does not work with Classic proposals.
Trigger
Instant
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Proposal Moved to Awaiting Acceptance
Triggers when a draft proposal is moved to awaiting acceptance. Does not work with Classic proposals.
Trigger
Instant
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Proposal Saved as Draft
Triggers when a proposal is moved to draft state. Does not work with Classic proposals.
Trigger
Instant
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Service Accepted by Client
Triggers for each service in an accepted proposal. As an example, if a client accepts a proposal containing three services, this will trigger three times - once for each of the services.
Trigger
Instant
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About Copilot

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

Learn more

Related categories

Project Management

About Ignition

Ignition makes it simple to engage clients, get paid and run your business on autopilot. From impressive online proposals to automated engagement letters and payments, we free you up to focus on what matters most.

Learn more Help

Related categories

Proposal & Invoice Management

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PRODUCTS

CAPABILITIES

By team

Copilot + Ignition

Create new Ignition clients from newly created clients in Copilot

List App Installs

Client Created

List Clients

Company Created

Contract Signed

List Custom Fields

File Created

List Files

Folder path

Limit

Folder Created

Folder Updated

List Internal Users

Limit

Link Deleted

Message Channel Created

List Message Channels

Membership Type

The ID of the membership entity. E.g. ID of a company or individual

Member ID

Limit

Message Sent

List Workspace

Create Client

EmailRequired

Given nameRequired

Family NameRequired

Company ID

Send Invite?

Create Company

NameRequired

Icon Image URL

Create Contract

Contract Template ID

Recipient ID

Create File

Channel IDRequired

PathRequired

File ContentRequired

Request Form Responses

Recipient IDRequired

Form IDRequired

Create Message Channel

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

Find App Connection

The ID of the App InstallRequired

ClientId

CompanyId

Find a Company

The ID of the Company to get

Name

Find a File Channel

The 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

Find an Internal User

The ID of the internal user to get

Find or Create AppConnection

The 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

Find or Create Company

The ID of the Company to get

NameRequired

Icon Image URL

Find or Create Message Channel

The 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