Copilot Integrations

Project Management

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Webflow

Website Builders

HubSpot

Marketing Automation

Google Sheets

Google, Spreadsheets

Slack

Team Chat

Stripe

Payment Processing

Asana

Project Management

ClickUp

Project Management

Microsoft Excel

Microsoft, Spreadsheets

Gmail

Email, Google

Webflow

Website Builders

HubSpot

Marketing Automation

Google Sheets

Google, Spreadsheets

Slack

Team Chat

Stripe

Payment Processing

Asana

Project Management

Webflow

Website Builders

HubSpot

Marketing Automation

Google Sheets

Google, Spreadsheets

Slack

Team Chat

Stripe

Payment Processing

Asana

Project Management

ClickUp

Project Management

Microsoft Excel

Microsoft, Spreadsheets

Gmail

Email, Google

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Quickly automate Copilot integrations with Zapier's templates

Create clients in Copilot with new submissions in HubSpot
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HubSpot + Copilot
Create folders for newly activated Copilot clients
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Copilot
Assign forms when new clients are activated in Copilot
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Copilot
Create clients in Copilot when new events are scheduled in Calendly
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Calendly + Copilot
Create rows in Google Sheets for new Copilot clients
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Copilot + Google Sheets
Update Copilot clients with new or updated Google Sheets rows
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Google Sheets + Copilot
Create Copilot clients from new Invoiced invoices
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Invoiced + Copilot

Create clients in Copilot with new submissions in HubSpot

HubSpot + Copilot

Create folders for newly activated Copilot clients

Copilot

Assign forms when new clients are activated in Copilot

Copilot

Create clients in Copilot when new events are scheduled in Calendly

Calendly + Copilot

Create rows in Google Sheets for new Copilot clients

Copilot + Google Sheets

Update Copilot clients with new or updated Google Sheets rows

Google Sheets + Copilot

Create Copilot clients from new Invoiced invoices

Invoiced + Copilot

Supported triggers and actions

What does this mean?

Client Activated
Triggers when a client authenticates in the Copilot for the first time
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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File Created
Triggers when a file gets created within a file channel
Trigger
Instant
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Form Response Completed
Triggers when a form response has been completed by a recipient
Trigger
Instant
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- EmailRequired
  The client's email address
- Given nameRequired
- Family NameRequired
  The client's family name
- Company ID
  The ID of the company this client belongs to. When no ID is provided a placeholder company will be created and the ID will be returned in the client response object
- Send Invite?
  Set to true to send an account invite to the client
Action
Write
- NameRequired
  The name of the company
- Avatar Image URL
  A publicly accessible url to use for the avatar image
Action
Write

- Channel IDRequired
  ID of the channel where this folder will be created. Use the "Find a File Channel in Copilot" action before this step to find the Channel ID.
- PathRequired
  The relative location from the channel root for this folder. This is a / delimited string where each separated value represents a folder name. The last separated value is the name of the folder to create.
Action
Write
- Channel IDRequired
  ID of the channel where this file will be created. Use the "Find a File Channel in Copilot" action before this step to find the Channel ID.
- PathRequired
  The relative location from the channel root for this link. This is a / delimited string where each separated value represents a folder name. The last separated value is the name of the link to create.
- Link urlRequired
  The link url
Action
Write
- Name
  Find a company using a name
Action
Search
- ID
  Find a client using their ID
- EmailRequired
  The client's email address
- Company ID
  The ID of the company this client belongs to. When no ID is provided a placeholder company will be created and the ID will be returned in the client response object
- Given nameRequired
- Family NameRequired
  The client's family name
- Send Invite?
  Set to true to send an account invite to the client
Action
Search or write

Client Created
Triggers when a new client is created.
Trigger
Instant
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Client Updated
Triggers when a client user is updated.
Trigger
Instant
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List Companies
Lists the companies.
Trigger
Scheduled
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Folder Created
Triggers when a folder gets created within a file channel
Trigger
Instant
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Link Created
Triggers when a link gets created within a file channel
Trigger
Instant
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- IDRequired
  The id of the client that is being updated
- Given nameRequired
- Family NameRequired
  The client's family name
- Company ID
  The ID of the company this client belongs to. When no ID is provided a placeholder company will be created and the ID will be returned in the client response object
Action
Write
- Channel IDRequired
  ID of the channel where this file will be created. Use the "Find a File Channel in Copilot" action before this step to find the Channel ID.
- PathRequired
  The relative location from the channel root for this file. This is a / delimited string where each separated value represents a folder name. The last separated value is the name of the file to create.
- File ContentRequired
  The file data you wish to upload to the files channel.
Action
Write
- Recipient IDRequired
- Form IDRequired
Action
Write
- ID
  Find a client using their ID
- Email
  Find a client using their email
- Company ID
  Find a client within a given company.
Action
Search
- Group TypeRequired
  Find a file channel for this group type
- Member IDRequired
  Find a file channel that has this member ID
Action
Search
- NameRequired
  The name of the company
- Avatar Image URL
  A publicly accessible url to use for the avatar image
Action
Search or write

About Copilot

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

Related categories

Project Management

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Popular Copilot Integrations