How to connect Formsite + Copilot
Zapier lets you send info between Formsite and Copilot automatically—no code required.
When this happens...
automatically do this!
- New Form ResultTriggers when a user submits a new form result.Trigger
- New RecordTriggers when a new record is created.Trigger
- Create RecordCreate a new record.Action
- Delete RecordDelete a recordAction
- Update RecordUpdate a record.Action
- Step 1: Authenticate Formsite and Copilot.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.