Copilot + Zapier Tables

Create records in Zapier Tables when new clients are created in Copilot

Streamline your client management process with this efficient workflow. When a new client is added in the Copilot app, a corresponding record is instantly created in the Zapier Tables app. This allows for a seamless data transfer between the two platforms, keeping your client information neatly organized and readily accessible. This automation not only saves time but also ensures data consistency, making client onboarding a breeze.

Streamline your client management process with this efficient workflow. When a new client is added in the Copilot app, a corresponding record is instantly created in the Zapier Tables app. This allows for a seamless data transfer between the two platforms, keeping your client information neatly organized and readily accessible. This automation not only saves time but also ensures data consistency, making client onboarding a breeze.

  1. When this happens...
    CopilotCopilot
    Client Created

    Triggers when a new client is created.

    TriggerInstant
  2. automatically do this!
    Zapier TablesZapier Tables
    Create Record

    Creates a new record on a table.

    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
zapier-tables logo
zapier-tables logo

About Zapier Tables

Zapier Tables is a no-code database built for automation.
Learn more

Related categories

  • Databases
  • Spreadsheets
  • Zapier