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Copilot
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Copilot
1. Choose trigger event
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ChatGPT (OpenAI)
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ChatGPT (OpenAI)
2. Choose action
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1. Select the event
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Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "List App Installs" from Copilot.

Add your action

An action happens after the trigger—such as "Analyze Images" in ChatGPT (OpenAI).

You’re connected!

Zapier seamlessly connects Copilot and ChatGPT (OpenAI), automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

  • Copilot triggers, actions, and search
    List App Installs

    Lists the app installs in a workspace.

    Trigger
    Polling
    Try It
  • Copilot triggers, actions, and search
    Company Created

    Triggers when a company gets created in the Copilot for the first time

    Trigger
    Instant
    Try It
  • 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
    • Query param to filter placeholder companies
    Trigger
    Polling
    Try It

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Connect Copilot and ChatGPT (OpenAI) to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
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Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.
An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.
An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.
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Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.
An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Learn how to automate ChatGPT (OpenAI) on the Zapier blog

Make work flow with AI

Level up your Copilot to ChatGPT (OpenAI) integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
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Frequently Asked Questions about Copilot + ChatGPT (OpenAI) integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Copilot and ChatGPT (OpenAI)

How do I integrate Copilot with ChatGPT?

To integrate Copilot with ChatGPT, you need to set up a Zap using our platform. First, you'll select Copilot as the trigger application and choose the event that will initiate the workflow. Then, you select ChatGPT as the action app and map the necessary fields between them.

What are triggers and actions in the integration process?

Triggers are predefined events in Copilot that start an automation process—such as receiving a new message or reaching a milestone. Actions are tasks performed by ChatGPT once triggered, like generating a response or sending data elsewhere.

Can I customize triggers for different scenarios when integrating Copilot with ChatGPT?

Yes, our platform allows you to customize triggers based on specific conditions or events in Copilot. You can create multiple Zaps for different scenarios to adjust when ChatGPT should take action.

Is it possible to map fields from Copilot to ChatGPT during integration?

During integration setup, you can map fields from your triggers in Copilot directly to inputs needed by actions in ChatGPT. This ensures seamless data transfer and process execution.

What happens if my trigger event doesn't occur as expected?

If a trigger event doesn't occur as planned, we recommend reviewing your Zap configuration for errors or revisiting the criteria set for your trigger within Copilot. It's essential to ensure all conditions match your intended workflow!

Are there any limitations on actions when using ChatGPT with Copilot integration?

While most common actions are supported, some capabilities of ChatGPT might be limited depending on the complexity of requests or data input formats required by the app.

Can I test my integration between Copilot and ChatGPT before going live?

Yes, we highly recommend testing your Zaps after creation. Our platform provides tools to simulate trigger events so you can observe how actions execute within ChatGPT before enabling them live.

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About Copilot
Create a client portal to combine messaging, payments, and other modules to offer clients a branded, streamlined experience.
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About ChatGPT (OpenAI)
ChatGPT is an AI tool built by OpenAI that enables conversational automation.
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