Copilot + Zapier Interfaces

Create new users in Zapier Interfaces when new clients are created in Copilot

Easily streamline your workflow with this seamless integration between the Copilot app and Zapier Interfaces. When a new client is added in Copilot, a user profile will be instantly created in Zapier Interfaces. No more manual data entry, giving you more time to focus on client relationships and grow your business. This automation offers an efficient solution to ensure all your platforms are always up-to-date.

When this happens...
Client Created
Triggers when a new client is created.
TriggerInstant
automatically do this!
Create User
Creates a new user.
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
- InterfaceRequired
Trigger
Instant
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- InterfaceRequired
Trigger
Instant
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- InterfaceRequired
- NameRequired
- Email AddressRequired
Action
Write
- InterfaceRequired
- Email AddressRequired
Action
Search
- InterfaceRequired
- Email AddressRequired
- NameRequired
Action
Search or 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
- InterfaceRequired
- PageRequired
- Block Type
Trigger
Instant
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- InterfaceRequired
- PageRequired
- FormRequired
Trigger
Instant
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Interface Created
Triggers when a new Interface is created.
Trigger
Instant
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- InterfaceRequired
- Email AddressRequired
Action
Write
- InterfaceRequired
Action
Search

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 Zapier Interfaces

Instantly build dynamic interfaces that connect to Zaps and a data source (like Tables). Interfaces gives you a drag-and-drop way to build visual workflows for any business process, without writing code.

Learn more Help

Related categories

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

PRODUCTS

CAPABILITIES

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Copilot + Zapier Interfaces

Create new users in Zapier Interfaces when new clients are created 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