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Set up your first integration
Quickly connect Copilot to Slack with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Copilot with Slack - 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 Reminder" in Slack.
You’re connected!
Zapier seamlessly connects Copilot and Slack, 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 Slack
Notify team of new client activations
When a new client authenticates in the Copilot for the first time, Zapier sends a notification in Slack to keep your team informed. This automation improves visibility across the team, ensuring everyone is aware about onboarded clients in real-time.
Business OwnerGet notified of successful payments
When a payment is successful for a client invoice in Copilot, Zapier triggers a Slack notification to the marketing team. This automation helps track revenue events effortlessly and align marketing efforts.
Marketing & Marketing OpsShare contract signings with team
When a contract is signed in Copilot, Zapier sends a message in Slack with the details. This automation keeps the project team updated, streamlines communication, and prevents contracts from getting overlooked.
Project ManagementLearn how to automate Slack on the Zapier blog
Frequently Asked Questions about Copilot + Slack integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Copilot and Slack
How can I integrate Copilot with Slack?
You can integrate Copilot with Slack by using our platform to create custom workflows. These workflows can be triggered by specific events or actions, which will execute predefined tasks within Slack.
What triggers are available for the Copilot and Slack integration?
Our platform offers a variety of triggers for integrating Copilot with Slack, including new messages posted in a channel, reactions added to messages, and user-specific activities such as mentions.
Can I set up automatic notifications from Copilot to Slack?
Yes, you can configure automatic notifications from Copilot to be sent to your Slack channels. This is accomplished by setting up triggers that detect specific events in your applications and sending the notifications directly to selected channels or users in Slack.
Is it possible to customize the actions performed in Slack through this integration?
Absolutely! You can tailor actions within Slack based on triggers from your other apps. These actions might include sending direct messages, posting updates in channels, or modifying status indications in response to specific conditions met outside of Slack.
Do I need technical expertise to set up the integration between Copilot and Slack?
You do not need extensive technical expertise as our platform provides a user-friendly interface that guides you through setting up integrations. You'll find straightforward options for selecting triggers and defining actions without needing to write any code.
Can multiple users collaborate on managing integrations between Copilot and Slack?
Definitely. Our platform supports collaborative management of integrations, allowing team members to work together on creating, modifying, or monitoring workflows between Copilot and Slack.
How do I troubleshoot if an integration between Copilot and Slack is not working properly?
Should you encounter issues with your integration, we recommend checking the configuration settings initially. Ensure that all selected triggers and defined actions are correctly matched. Our support resources offer detailed guides and troubleshooting steps if further assistance is needed.
