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.
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 MonthTriggers every month, on the day(s) selected.
TriggerInstantThis event starts a Zap instantly. - automatically do this!
Request Form ResponsesAsk clients to fill out a form.
ActionWriteCreate a new record or update an existing record in your app.
- Free forever for core features
- 14 day trial for premium features & apps
Frequency TypeRequired
Interval
Start DateRequired
Time of DayRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Time Offset
Trigger on weekends?
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Day of the WeekRequired
Time of DayRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
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.Query param to filter placeholder companies
Try ItTriggerThis is the start of your ZapPollingZapier 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.Internal User Deleted
Triggers when an internal user is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Invoice Created
Triggers when an invoice is created
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.List Invoices
Lists the invoices.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planInvoice Sent
Triggers when an invoice is sent
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Invoice Voided
Triggers when an invoice is voided
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.Note Created
Triggers when a new note is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Entity Type
The ID of the entity assigned to the note. E.g. ID of a client or company.
Limit
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planList Payments
Lists the payments.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planPrice Created
Triggers when a price is created
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Product Created
Triggers when a product is created
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Product Updated
Triggers when a product is updated
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Subscription Created
Triggers when an subscription is created
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.List Subscription Templates
Lists the subscription templates.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planThe 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
Send Invite?
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.Recipient type
Note
Amount (in cents)
Description
QuantityRequired
Note
Product
Note
Price
Days Until DueRequired
Tax Percentage
Memo
Accept Payment Via Credit Card
Accept Payment Via Bank Transfer
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.Entity TypeRequired
ID of the entity, e.g., ID of a company or client.Required
TitleRequired
Content
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Subscription
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 appID
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 file to getRequired
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 note to retrieve.
ActionThis is an event a Zap performs.SearchFind existing data in your appThe ID of the Product to getRequired
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 file to getRequired
Channel IDRequired
PathRequired
File ContentRequired
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 note to retrieve.
Entity TypeRequired
ID of the entity, e.g., ID of a company or client.Required
TitleRequired
Content
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
Time of DayRequired
Trigger on weekends?
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Day of the MonthRequired
Time of DayRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.List App Installs
Lists the app installs in a workspace.
Try ItTriggerThis is the start of your ZapPollingZapier 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 ZapPollingZapier 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 ZapPollingZapier 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 ZapPollingZapier 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.Internal User Created
Triggers when a new internal user is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Invoice Deleted
Triggers when an invoice is deleted
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Invoice Paid
Triggers when an invoice is paid
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Invoice Updated
Triggers when an invoice is updated
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.List Invoice Templates
Lists the invoice templates.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planLink 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 ZapPollingZapier 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.Note Deleted
Triggers when a note is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Note Updated
Triggers when a note is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Payment Failed
Triggers when a payment is failed for an invoice
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Payment Succeeded
Triggers when a payment is successful for an invoice
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.List Prices
Lists the prices.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planList Products
Lists the products.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planSubscription Canceled
Triggers when an subscription is canceled
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.List Subscriptions
Lists the subscriptions.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planList Workspace
List the workspace associated with the portal
Try ItTriggerThis is the start of your ZapPollingZapier 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.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.TitleRequired
ContentRequired
Note IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Recipient type
Prompt
Amount (in cents)
Description
QuantityRequired
Prompt Product
Product
Price Prompt
Price
Days Until DueRequired
Tax Percentage
Memo
Accept Payment Via Credit Card
Accept Payment Via Bank Transfer
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IDRequired
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 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 appThe ID of the Price to getRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appThe ID of the Subscription to getRequired
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 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 foundThe ID of the Subscription to getRequired
Recipient type
Prompt
Amount (in cents)
Description
QuantityRequired
Prompt Product
Product
Price Prompt
Price
Days Until DueRequired
Tax Percentage
Memo
Accept Payment Via Credit Card
Accept Payment Via Bank Transfer
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
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