Copilot + Slack + Filter by Zapier

Forward new Copilot internal user messages to a Slack channel

Streamline internal communications within your organization with this effective automation. When an internal user sends a new message on Copilot, the system immediately locates the sender's profile within Copilot. The message is then automatically relayed to a specified Slack channel. This process ensures that internal communications are efficiently distributed among team members, fostering better collaboration and quicker responses to internal discussions.

Streamline internal communications within your organization with this effective automation. When an internal user sends a new message on Copilot, the system immediately locates the sender's profile within Copilot. The message is then automatically relayed to a specified Slack channel. This process ensures that internal communications are efficiently distributed among team members, fostering better collaboration and quicker responses to internal discussions.

  1. When this happens...
    CopilotCopilot
    Message Sent

    Triggers when a message gets sent in any channels belonging to the portal

    TriggerInstant
  2. automatically do this...
    CopilotCopilot
    Find an Internal User

    Search for an internal user by ID.

    ActionSearch
  3. then do this...
    Filter by ZapierFilter by Zapier
    Only continue if...

    Set up rules to specify when this Zap can continue running.

    ActionFilter
  4. then do this!
    SlackSlack
    Send Channel Message

    Triggers when a new message is posted to a specific #channel you choose.

    ActionWrite
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Supported triggers and actions

copilot logo
copilot logo

About Copilot

Create a client portal to combine messaging, payments, and other modules to offer clients a branded, streamlined experience.
Learn more

Related categories

  • Project Management
slack logo
slack logo

About Slack

Slack is a platform for team communication: everything in one place, instantly searchable, available wherever you go. Offering instant messaging, document sharing and knowledge search for modern teams.
Learn more

Related categories

  • Team Chat

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filter logo
filter logo

About Filter by Zapier

Only allow a Zap to proceed when a certain condition is met. For example, if you're sending a text message when you receive a new email, you could use a Filter that only sends a text message when the email received is from a certain address.
Learn more

Related categories

  • Developer Tools
  • Zapier