Copilot + Webflow

Create new Copilot clients from new Webflow form submissions

Elevate your client management strategy with this efficient workflow. Whenever a new form is submitted in Webflow, a corresponding client profile is created in Copilot. This process not only minimizes potential inaccuracies caused by manual data entry but also promptly updates client details in Copilot. Enjoy the dual benefits of substantial time efficiency and enhanced productivity in managing your client data.

When this happens...
Form Submission
Triggers when a new form submission occurs.
TriggerInstant
automatically do this!
Create Client
Creates a new client.
ActionWrite

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Supported triggers and actions

What does this mean?

- Site NameRequired
- Form NameRequired
Trigger
Instant
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- SiteRequired
Trigger
Instant
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- Site
- CollectionRequired
Action
Write
- SiteRequired
- OrderRequired
- Reason
Action
Write
- Site
- CollectionRequired
- ItemRequired
Action
Write

- SiteRequired
- OrderRequired
- Comment
- Shipping Provider
- Shipping Tracking
Action
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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- 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
- 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
- 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

- SiteRequired
Trigger
Instant
Try It
- Site
- CollectionRequired
Action
Write
- SiteRequired
- OrderRequired
Action
Write
- SiteRequired
- OrderRequired
Action
Write
- Site
- CollectionRequired
- ItemRequired
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
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
Try It
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
Try It
- 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
- 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
- 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

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 Webflow

Design and build professional websites with a CMS from scratch online with Webflow.

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By team

Copilot + Webflow

Create new Copilot clients from new Webflow form submissions

Form Submission

Form NameRequired

Updated Order

SiteRequired

Create Live Item

Site

CollectionRequired

Refund Order

SiteRequired

OrderRequired

Reason

Update Item

Site

CollectionRequired

ItemRequired

Update Order

SiteRequired

OrderRequired

Comment

Shipping Provider

Shipping Tracking

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 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 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