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Copilot + Slack

Send channel messages in Slack when new clients are activated in Copilot

Are you looking for a way to streamline your communication when a new client becomes activated in Copilot Look no further! With this Zapier integration, when a new client is activated in Copilot, a channel message will be sent in Slack, ensuring that your team stays informed in real-time. Stay connected and keep everyone in the loop effortlessly with this powerful automation.

Are you looking for a way to streamline your communication when a new client becomes activated in Copilot Look no further! With this Zapier integration, when a new client is activated in Copilot, a channel message will be sent in Slack, ensuring that your team stays informed in real-time. Stay connected and keep everyone in the loop effortlessly with this powerful automation.

  1. When this happens...
    CopilotCopilot
    Client Activated

    Triggers when a client authenticates in the Copilot for the first time

    TriggerInstant
  2. automatically do this!
    SlackSlack
    Send Channel Message

    Triggers when a new message is posted to a specific #channel you choose.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Copilot triggers, actions, and search

    Client Activated

    Triggers when a client authenticates in the Copilot for the first time

    Trigger
    Instant
    Try It
  • Copilot triggers, actions, and search

    Client Custom Fields Updated

    Triggers only when a client user has updates to custom fields.

    Trigger
    Instant
    Try It
  • Copilot triggers, actions, and search

    Client Updated

    High-frequency trigger for each client user update.

    Trigger
    Instant
    Try It
copilot logo

About Copilot

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

Related categories

  • Project Management
slack logo

About Slack

Slack is a platform for team communication: everything in one place, instantly searchable, available wherever you go. Offering instant messaging, document sharing and knowledge search for modern teams.

Related categories

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