Copilot + Schedule by Zapier

Assign forms to Copilot clients every month

Looking to streamline your monthly data collection process? With this integration, Zapier has you covered. Whenever a new month starts, Zapier will automatically request form responses from Copilot, ensuring you never miss valuable information. The Zap will fetch the responses from Copilot and consolidate them into a centralized location for easy access and analysis. Say goodbye to manual data gathering and enjoy a more efficient and organized workflow.

When this happens...
Every Month
Triggers every month, on the day(s) selected.
TriggerInstant
automatically do this!
Request Form Responses
Ask clients to fill out a form.
ActionWrite

Start free with email

Start free with Google

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

Supported triggers and actions

What does this mean?

- Frequency TypeRequired
- Interval
- Start DateRequired
- Time of DayRequired
Trigger
Instant
Try It
- Time Offset
- Trigger on weekends?
Trigger
Instant
Try It
- Day of the WeekRequired
- Time of DayRequired
Trigger
Instant
Try It
Client Activated
Triggers when a client authenticates in the Copilot for the first time
Trigger
Instant
Try It
Client Custom Fields Updated
Triggers only when a client user has updates to custom fields.
Trigger
Instant
Try It

Client Updated
High-frequency trigger for each client user update.
Trigger
Instant
Try It
List Companies
Lists the companies.
Trigger
Scheduled
Try It

Contract Requested
Triggers when a contract is assigned to a client.
Trigger
Instant
Try It
- Custom Field IDRequired
Trigger
Scheduled
Try It
File Deleted
Triggers when a file has been deleted within a file channel
Trigger
Instant
Try It
File Updated
Triggers when a file has been updated within a file channel
Trigger
Instant
Try It
Folder Deleted
Triggers when a folder gets deleted within a file channel
Trigger
Instant
Try It
- Form IDRequired
Trigger
Instant
Try It
Link Created
Triggers when a link gets created within a file channel
Trigger
Instant
Try It
Link Updated
Triggers when a link gets updated within a file channel
Trigger
Instant
Try It
Message Channel Deleted
Triggers when a message channel is deleted.
Trigger
Instant
Try It
- Channel ID
- Limit
Trigger
Scheduled
Try It
- Recipient ID
Trigger
Instant
Try It
- 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

- Time of DayRequired
- Trigger on weekends?
Trigger
Instant
Try It
- Day of the MonthRequired
- Time of DayRequired
Trigger
Instant
Try It
List App Installs
Lists the app installs in a workspace.
Trigger
Scheduled
Try It
Client Created
Triggers when a new client is created.
Trigger
Instant
Try It
List Clients
Lists the clients.
Trigger
Scheduled
Try It
Company Created
Triggers when a company gets created in the Copilot for the first time
Trigger
Instant
Try It
Contract Signed
Triggers when a contract is signed.
Trigger
Instant
Try It
List Custom Fields
Lists all available custom fields.
Trigger
Scheduled
Try It
File Created
Triggers when a file gets created within a file channel
Trigger
Instant
Try It
- File Channel IdRequired
- Folder path
- Limit
Trigger
Scheduled
Try It
Folder Created
Triggers when a folder gets created within a file channel
Trigger
Instant
Try It
Folder Updated
Triggers when a folder gets updated within a file channel
Trigger
Instant
Try It
- Limit
Trigger
Scheduled
Try It
Link Deleted
Triggers when a link gets deleted within a file channel
Trigger
Instant
Try It
Message Channel Created
Triggers when a new message channel is created.
Trigger
Instant
Try It
- Membership Type
- The ID of the membership entity. E.g. ID of a company or individual
- Member ID
- Limit
Trigger
Scheduled
Try It
Message Sent
Triggers when a message gets sent in any channels belonging to the portal
Trigger
Instant
Try It
List Workspace
List the workspace associated with the portal
Trigger
Scheduled
Try It
- 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

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 Schedule by Zapier

Schedule is a native Zapier app you can use for recurring tasks. Trigger an action every day of the month, every day of the week or every single day. You can also select the hour of the day. If you're a developer, this is similar to a crontab, cronjob or cron.

PRODUCTS

CAPABILITIES

By team

Copilot + Schedule by Zapier

Assign forms to Copilot clients every month

Custom Frequency

Interval

Start DateRequired

Time of DayRequired

Every Hour

Time Offset

Trigger on weekends?

Every Week

Day of the WeekRequired

Time of DayRequired

Client Activated

Client Custom Fields Updated

Client Updated

List Companies

Contract Requested

List Custom Field Options

Custom Field IDRequired

File Deleted

File Updated

Folder Deleted

Form Response Completed

Form IDRequired

Link Created

Link Updated

Message Channel Deleted

List Messages

Channel ID

Limit

Notification Created

Recipient ID

Create App Connection

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

Update Client

IDRequired

Given name

Family Name

Company ID

Update Company

NameRequired

Company IDRequired

Create File Channel

Membership Type

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

IDs of all members in the channel

Create Folder

Channel IDRequired

PathRequired

Create Link

Channel IDRequired

PathRequired

Link urlRequired

Send Message

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

Find a Client

ID

Email

Company ID

Find a Custom Field Option

Custom Field IDRequired

Label

Find a Form

The ID of the Form to getRequired

Find a Message Channel

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

Find or Create Client