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

Copilot (1.0.13)

Organize anything with Airtable, a modern database created for everyone. Airtable is a fast and flexible way to create tables to keep track of anything, from sales leads to vacation planning to inventory management.

Airtable

Potluck Mittal

Anytime a client created is created in Copilot, add a record in Airtable.

Copilot Client -> Airtable Record

“Anytime a client created is created in Copilot, add a record in Airtable.”

Trusted at companies large and small

This Zap works in 2 steps …

Anytime a client created is created in Copilot

Create record in Your App

This Zap uses the following 2 apps

Copilot (1.0.13)

Airtable

Copilot (1.0.13) + Airtable