Connect Copilot and Ignition to unlock the power of automation
- No credit card required
- Free forever for core features
- 14-day trial for premium features and apps
Set up your first integration
Quickly connect Copilot to Ignition with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Copilot with Ignition - no code necessary. See how you can get setup in minutes.
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 "Create Client" in Ignition.
You’re connected!
Zapier seamlessly connects Copilot and Ignition, 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.
- List App Installs
Lists the app installs in a workspace.
Try ItTriggerPolling - Client Created
Triggers when a new client is created.
Try ItTriggerInstant - List Clients
Lists the clients.
Try ItTriggerPolling - Company Created
Triggers when a company gets created in the Copilot for the first time
Try ItTriggerInstant
- Client Activated
Triggers when a client authenticates in the Copilot for the first time
Try ItTriggerInstant - Client Custom Fields Updated
Triggers only when a client user has updates to custom fields.
Try ItTriggerInstant - Client Updated
High-frequency trigger for each client user update.
Try ItTriggerInstant - Query param to filter placeholder companies
Try ItTriggerPolling
Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023
93%
Customers who say using Zapier has made them better at their job
25m
Customers have created over 25 million Zaps on the platform
6 mins
The average user takes less than 6 minutes to set up a Zap
Connect Copilot and Ignition 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
Create more impactful campaigns with automation
Provide world-class support with a little help from automation
Automate your way to actionable, up-to-date data
Resolve incidents faster with automation
Frequently Asked Questions about Copilot + Ignition integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Copilot and Ignition
What is the main purpose of integrating Copilot with Ignition?
The primary purpose of integrating Copilot with Ignition is to allow automated workflows by using triggers from one app to initiate actions in the other. This streamlines project management and improves efficiency.
How do triggers and actions work in the Copilot-Ignition integration?
In our integration, a trigger in either Copilot or Ignition can prompt a corresponding action in the other app. For instance, a completed task in Copilot could trigger an update in Ignition.
Can I customize which actions are triggered by specific events?
Yes, you can set up specific rules and conditions so that certain triggers only activate selected actions, allowing for customized workflow automation.
Are there limitations on the types of triggers I can use with this integration?
While most common triggers are supported, there might be restrictions based on specific functionalities within Ignition or Copilot that are not exposed through our integration.
Do both applications need to be open for the integration to work?
No, you don’t need both applications open. Once set up, our integration runs processes automatically in the background based on configured triggers and actions.
Is it possible to test my integrations before fully implementing them?
Yes, we provide testing capabilities so you can ensure that your configured integrations between Copilot and Ignition work as expected before deploying them live.
What should I do if an action doesn't trigger as expected after setup?
If an action fails to trigger, verify your configuration settings for any errors. Additionally, check logs for any communication issues between Copilot and Ignition that might have prevented successful execution.
