Connect ClientSuccess to Copilot and automate any workflow
![ClientSuccess](https://zapier-images.imgix.net/storage/developer/7f1972604261095b78ef74be3a232992.png?auto=format&ixlib=react-9.8.1&q=50&fit=crop&h=30&w=30)
![ClientSuccess](https://zapier-images.imgix.net/storage/developer/7f1972604261095b78ef74be3a232992.png?auto=format&ixlib=react-9.8.1&q=50&fit=crop&h=60&w=60)
![Copilot](https://zapier-images.imgix.net/storage/services/a4ab15a98b89021b79f3b14fedcba9c5.png?auto=format&ixlib=react-9.8.1&q=50&fit=crop&h=30&w=30)
![Copilot](https://zapier-images.imgix.net/storage/services/a4ab15a98b89021b79f3b14fedcba9c5.png?auto=format&ixlib=react-9.8.1&q=50&fit=crop&h=60&w=60)
Top companies trust Zapier to automate work that solves their unique business problems—no coding required.
How Zapier works
Zapier makes it easy to integrate ClientSuccess with Copilot - no code necessary. See how you can get setup in minutes.
Select a trigger from ClientSuccess
![A trigger is the event that kicks off your automated workflow.](https://res.cloudinary.com/zapier-media/image/upload/q_auto,f_auto/v1703713159/App%20Directory/2S%20Page/First_content_row_mqocjq.png)
Setup an action from Copilot
![An action is the event that your automated workflow performs when triggered.](https://res.cloudinary.com/zapier-media/image/upload/q_auto,f_auto/v1703713241/App%20Directory/2S%20Page/Second_content_row_majysk.png)
That’s it! You just connected ClientSuccess to Copilot
![Triggers and actions are the main components of every automated workflow.](https://res.cloudinary.com/zapier-media/image/upload/q_auto,f_auto/v1703713241/App%20Directory/2S%20Page/Third_content_row_nghpr1.png)
Connect ClientSuccess and Copilot 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
![An illustration representing how to automate lead management with Zapier.](https://res.cloudinary.com/zapier-media/image/upload/q_auto,f_auto/v1703713466/App%20Directory/2S%20Page/First_option_apbx4e.png)
Connect ClientSuccess and Copilot to unlock the power of automation
With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.
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.
- New Client
Triggers when a new client is added.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - ClientRequired
- First NameRequired
- Last NameRequired
- Email AddressRequired
- Title
- Office Phone
- Mobile Phone
- LinkedIn URL
- Executive Sponsor?
- Advocate?
- Champion?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ClientRequired
- Interaction TypeRequired
- Contact ID
- Employee
- Note
- Subject
- Created Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ProductRequired
- ClientRequired
- Note
- AmountRequired
- QuantityRequired
- Start DateRequired
- End DateRequired
- Is Recurring?Required
- Auto Renew?Required
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Task UUIDRequired
- EmployeeRequired
- NameRequired
- Note
- Due Date
- Completed
- Start DateRequired
- Attributes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Client IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- External IDRequired
- NameRequired
- StatusRequired
- Success Cycle ID
- Assigned Employee
- Assigned Sales Rep Name
- Client as of
- Street Address
- City
- Zip Code
- State/Province
- Country
- LinkedIn URL
- Salesforce Account ID
- External ID
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- List App Installs
Lists the app installs in a workspace.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - Client Created
Triggers when a new client is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - List Clients
Lists the clients.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - Company Created
Triggers when a company gets created in the Copilot for the first time
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Contract Signed
Triggers when a contract is signed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - List Custom Fields
Lists all available custom fields.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - File Created
Triggers when a file gets created within a file channel
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - File Channel IdRequired
- Folder path
- Limit
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan- Folder Created
Triggers when a folder gets created within a file channel
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Folder Updated
Triggers when a folder gets updated within a file channel
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Link Deleted
Triggers when a link gets deleted within a file channel
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Message Channel Created
Triggers when a new message channel is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Membership Type
- The ID of the membership entity. E.g. ID of a company or individual
- Member ID
- Limit
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan- Message Sent
Triggers when a message gets sent in any channels belonging to the portal
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - List Workspace
List the workspace associated with the portal
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - Email AddressRequired
- Given nameRequired
- Family NameRequired
- The company id of the App Connection
- Send Invite?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- NameRequired
- Icon Image URL
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Contract Template ID
- Recipient ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Channel IDRequired
- Folder path
- File ContentRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Recipient IDRequired
- Form IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Membership Type
- The ID of the membership entity. E.g. ID of a company or individual
- IDs of all members in the channel
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Client IDRequired
- ClientId
- The company id of the App Connection
ActionThis is an event a Zap performs.SearchFind existing data in your app- Client IDRequired
- Email AddressRequired
- The company id of the App Connection
ActionThis is an event a Zap performs.SearchFind existing data in your app- Custom Field IDRequired
- Label
ActionThis is an event a Zap performs.SearchFind existing data in your app- Client IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Client IDRequired
- Membership Type
- The ID of the membership entity. E.g. ID of a company or individual
- Member ID
- Limit
ActionThis is an event a Zap performs.SearchFind existing data in your app- Client IDRequired
- Email AddressRequired
- The company id of the App Connection
- Given nameRequired
- Family NameRequired
- Send Invite?
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Client IDRequired
- Membership Type
- The ID of the membership entity. E.g. ID of a company or individual
- Member ID
- IDs of all members in the channel
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
- New User
Triggers when a new user/employee is added to your organization.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - NameRequired
- StatusRequired
- Success Cycle ID
- Assigned Employee
- Assigned Sales Rep Name
- Client as of
- Street Address
- City
- Zip Code
- State/Province
- Country
- LinkedIn URL
- Salesforce Account ID
- External ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ClientRequired
- NameRequired
- Description
- Note
- Booking Date
- Close Lost Date
- Probability
- Currency
- Assigned ARR
- Assigned MRR
- Terminated Date
- Terminated Effective Date
- External ID
- Auto Renewal
- Booked By Employee ID
- Closed Lost By Employee ID
- Terminated Lost By Employee ID
- Type Value
- Stage ValueRequired
- Forecast Type Value
- Tenant Product IDRequired
- Line Number
- Product Code
- Description
- QuantityRequired
- TotalRequired
- Recurring
- Termination Start Date
- Termination End Date
- Assigned ARR
- Assigned MRR
- External ID
- Billing Frequency
- Modified Time
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ClientRequired
- Risk LevelRequired
- Employee
- Note
- Created Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ClientRequired
- EmployeeRequired
- NameRequired
- Note
- Due Date
- Start DateRequired
- Attributes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- External IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Email AddressRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Email AddressRequired
- ClientRequired
- First NameRequired
- Last NameRequired
- Title
- Office Phone
- Mobile Phone
- LinkedIn URL
- Executive Sponsor?
- Advocate?
- Champion?
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Client Activated
Triggers when a client authenticates in the Copilot for the first time
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Client Custom Fields Updated
Triggers only when a client user has updates to custom fields.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Client Updated
High-frequency trigger for each client user update.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - List Companies
Lists the companies.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - Contract Requested
Triggers when a contract is assigned to a client.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - File Deleted
Triggers when a file has been deleted within a file channel
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - File Updated
Triggers when a file has been updated within a file channel
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Folder Deleted
Triggers when a folder gets deleted within a file channel
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Link Created
Triggers when a link gets created within a file channel
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Link Updated
Triggers when a link gets updated within a file channel
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Message Channel Deleted
Triggers when a message channel is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - File Channel IdRequired
- Limit
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan- Client IDRequired
- The type of the App ConnectionRequired
- The content of the App ConnectionRequired
- The company id of the App Connection
- The client ids to be part of the App Connection
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Client IDRequired
- Given nameRequired
- Family NameRequired
- The company id of the App Connection
- Send Invite?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- NameRequired
- Client IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Membership Type
- The ID of the membership entity. E.g. ID of a company or individual
- IDs of all members in the channel
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Channel IDRequired
- Folder path
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Channel IDRequired
- Folder path
- Link urlRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- The text content of the messageRequired
- File Channel IdRequired
- (Optional) The Id of the client who is the author of the message
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Client IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Client IDRequired
- NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Client IDRequired
- Membership Type
- The ID of the membership entity. E.g. ID of a company or individual
- Member ID
ActionThis is an event a Zap performs.SearchFind existing data in your app- Client IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Client IDRequired
- ClientId
- The company id of the App Connection
- The type of the App ConnectionRequired
- The content of the App ConnectionRequired
- The client ids to be part of the App Connection
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Client IDRequired
- NameRequired
- Icon Image URL
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Client IDRequired
- Membership Type
- The ID of the membership entity. E.g. ID of a company or individual
- Member ID
- Limit
- IDs of all members in the channel
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found