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How Zapier works
Zapier makes it easy to integrate Copilot with Google Chat - 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 Message" in Google Chat.
You’re connected!
Zapier seamlessly connects Copilot and Google Chat, 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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Connect Copilot and Google Chat 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
Learn how to automate Google Chat on the Zapier blog
Frequently Asked Questions about Copilot + Google Chat integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Copilot and Google Chat
How do I integrate Copilot with Google Chat?
To integrate Copilot with Google Chat, you can use Zapier to create automated workflows called Zaps. You need to set up triggers and actions in Copilot that correspond with notifications or messages you want to send via Google Chat.
What are the common triggers available in Copilot for integration?
Common triggers include task creation, comment addition, status updates, and file uploads. Each action in Copilot corresponding to these activities can trigger a notification or message in Google Chat.
Can we send customized messages from Copilot to Google Chat?
Yes, you can customize the message format by using variables from Copilot data and tailoring how and when they're sent to Google Chat based on specified triggers.
Is it possible to receive notifications in specific Google Chat rooms?
Absolutely. During setup, specify which room should receive notifications by configuring the appropriate action for your Zap. This ensures all relevant updates from Copilot are sent to desired chat rooms.
How do we handle errors during integration between Copilot and Google Chat?
We recommend checking Zapier's task history for error logs related to your Zaps involving Copilot and Google Chat. This will help identify the root cause of issues during automation tasks.
Do I need any special permissions in Google Chat or Copilot for integration?
Yes, ensure you have admin permissions or the necessary access rights on both platforms. Permissions allow proper authorization of actions and triggering of workflows between the apps.
How do I modify an existing integration between Copilot and Google Chat?
You can edit a Zap at any time by going into your Zapier dashboard. Here, you'll be able to update triggers, actions, or messaging formats as requirements change within your teams or projects.
