Copilot + involve.me
Create Copilot clients from new involve.me completed submissions
Effortlessly streamline your involve.me and Copilot workflow with this seamless automation. When a new completed submission occurs in involve.me, a client will be created in Copilot, ensuring that your client database stays up-to-date without any manual intervention. Say goodbye to time-consuming data entry and focus on growing your business with this efficient solution.
Effortlessly streamline your involve.me and Copilot workflow with this seamless automation. When a new completed submission occurs in involve.me, a client will be created in Copilot, ensuring that your client database stays up-to-date without any manual intervention. Say goodbye to time-consuming data entry and focus on growing your business with this efficient solution.
- When this happens...
- automatically do this!Create Client
Creates a new client.
- Free forever for core features
- 14 day trial for premium features & apps
involve.me ProjectRequired
Try ItClient Created
Triggers when a new client is created.
Try ItList Clients
Lists the clients.
Try ItCompany Created
Triggers when a company gets created in the Copilot for the first time
Try It
Client Activated
Triggers when a client authenticates in the Copilot for the first time
Try ItClient Custom Fields Updated
Triggers only when a client user has updates to custom fields.
Try ItClient Updated
High-frequency trigger for each client user update.
Try ItList Companies
Lists the companies.
Try It
