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Set up your first integration
Quickly connect Copilot to Gmail with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Copilot with Gmail - 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 "Add Label to Email" in Gmail.
You’re connected!
Zapier seamlessly connects Copilot and Gmail, 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
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Practical ways you can use Copilot and Gmail
Get notified of a client payment.
Stay updated on your financials. When a payment is successfully processed in Copilot, Zapier will trigger an email in Gmail to notify you. This ensures you're always in the loop on payments, reducing the time spent checking payment status manually.
Business OwnerAcknowledge customer contract signings.
Enhance customer communication by establishing acknowledgment for key actions. When a customer signs a contract in Copilot, Zapier will send them a confirmation email through Gmail. This keeps customers reassured and improves touchpoints.
Customer Support OpsReach out to a new lead via email.
Turn potential leads into opportunities. When a new client is created in Copilot, Zapier will automatically send out a welcome email via Gmail. This helps kickstart engagement with new contacts, ensuring timely outreach.
Marketing & Marketing OpsLearn how to automate Gmail on the Zapier blog
Frequently Asked Questions about Copilot + Gmail integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Copilot and Gmail
How do I connect Copilot with Gmail?
To connect Copilot with Gmail, you'll need to set up a new workflow using your integration platform. You'll authorize both services to access your data and configure the desired triggers and actions. For example, you can set a trigger for when a new email arrives in Gmail and an action for Copilot to analyze or summarize the content.
Can I have multiple conditions in one trigger?
Yes, it's possible to have multiple conditions within a single trigger when integrating Copilot with Gmail. You'll set these conditions as part of your trigger setup, specifying criteria such as subject lines or sender details in an incoming email.
What kind of actions can I automate between Gmail and Copilot?
You can automate various actions such as summarizing emails, creating draft responses, sorting emails into specific folders based on their content, or even sending automated follow-up emails via Copilot.
Do I need coding skills to integrate Copilot with Gmail?
No coding skills are required to integrate Copilot with Gmail. Our integration platform provides an intuitive interface where you can select triggers and actions using a visual editor.
How do I troubleshoot if the integration isn’t working properly?
If the integration isn't functioning correctly, first check that both Copilot and Gmail are properly authorized within our platform. Next, verify that your triggers and actions are correctly configured. If issues persist, consult our support resources or contact our support team for further assistance.
Is it possible to use this integration for email notifications only?
Yes, you can use the integration specifically for sending notifications by setting up a trigger in Gmail (e.g., a received email from a certain contact) and pairing it with an action in Copilot (e.g., generating notifications or alerts).
Can I customize how emails are processed by Copilot after integration?
Absolutely! You have the flexibility to define how emails should be processed by setting specific criteria during setup. Whether it's organizing them based on keywords or automatically generating summaries, you can customize actions according to your needs.
