Copilot Integrations

Do more with Copilot integrations

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Quickly automate Copilot integrations with Zapier's templates

Assign forms to newly activated Copilot clients
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Copilot
Create folders in Copilot file channels when new clients are created in Copilot
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Copilot
Send messages in Slack when new clients are created in Copilot
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Copilot + Slack
Send channel messages in Slack when new form responses are submitted in Copilot
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Copilot + Slack

Add new Copilot clients as Mailchimp subscribers
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Copilot + Mailchimp

Create folders for new Copilot clients
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Copilot

Assign forms to newly activated Copilot clients

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Copilot

Create folders in Copilot file channels when new clients are created in Copilot

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Copilot

Send messages in Slack when new clients are created in Copilot

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Copilot + Slack

Send channel messages in Slack when new form responses are submitted in Copilot

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Copilot + Slack

Add new Copilot clients as Mailchimp subscribers

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Copilot + Mailchimp

Create folders for new Copilot clients

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Copilot

Supported triggers and actions

List App Installs
Lists the app installs in a workspace.
Trigger
Scheduled
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Client Created
Triggers when a new client is created.
Trigger
Instant
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List Clients
Lists the clients.
Trigger
Scheduled
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Company Created
Triggers when a company gets created in the Copilot for the first time
Trigger
Instant
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Contract Signed
Triggers when a contract is signed.
Trigger
Instant
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List Custom Fields
Lists all available custom fields.
Trigger
Scheduled
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File Created
Triggers when a file gets created within a file channel
Trigger
Instant
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- File Channel IdRequired
- Folder path
- Limit
Trigger
Scheduled
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Folder Created
Triggers when a folder gets created within a file channel
Trigger
Instant
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Folder Updated
Triggers when a folder gets updated within a file channel
Trigger
Instant
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Internal User Created
Triggers when a new internal user is created.
Trigger
Instant
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- Limit
Trigger
Scheduled
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Link Created
Triggers when a link gets created within a file channel
Trigger
Instant
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Link Updated
Triggers when a link gets updated within a file channel
Trigger
Instant
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Message Channel Deleted
Triggers when a message channel is deleted.
Trigger
Instant
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- Channel ID
- Limit
Trigger
Scheduled
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- Recipient ID
Trigger
Instant
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- The ID of the App InstallRequired
- 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
Action
Write
- IDRequired
- Given name
- Family Name
- Company ID
- Send Invite?
Action
Write
- NameRequired
- Company IDRequired
Action
Write
- Membership Type
- The ID of the membership entity. E.g. ID of a company or individual
- IDs of all members in the channel
Action
Write
- Channel IDRequired
- PathRequired
Action
Write
- Channel IDRequired
- PathRequired
- Link urlRequired
Action
Write
- The text content of the messageRequired
- The Id of the target message channelRequired
- (Optional) The Id of the client who is the author of the message
Action
Write
- IDRequired
Action
Search
- The ID of the Company to get
- Name
Action
Search
- The ID of the file channel to get
- Membership Type
- The ID of the membership entity. E.g. ID of a company or individual
- Member ID
Action
Search
- The ID of the internal user to get
Action
Search
- The ID of the App InstallRequired
- 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
Action
Search or write
- The ID of the Company to get
- NameRequired
- Icon Image URL
Action
Search or write
- The ID of the message channel to get
- Membership TypeRequired
- Entity ID - ID of the membership entity, e.g., ID of a company or individual client user
- Member ID
- Limit
- Member IDs - IDs of client members to be added to this channel
Action
Search or write

Client Activated
Triggers when a client authenticates in the Copilot for the first time
Trigger
Instant
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Client Custom Fields Updated
Triggers only when a client user has updates to custom fields.
Trigger
Instant
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Client Updated
High-frequency trigger for each client user update.
Trigger
Instant
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- Query param to filter placeholder companies
Trigger
Scheduled
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Contract Requested
Triggers when a contract is assigned to a client.
Trigger
Instant
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- Custom Field IDRequired
Trigger
Scheduled
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File Deleted
Triggers when a file has been deleted within a file channel
Trigger
Instant
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File Updated
Triggers when a file has been updated within a file channel
Trigger
Instant
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Folder Deleted
Triggers when a folder gets deleted within a file channel
Trigger
Instant
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- Form IDRequired
Trigger
Instant
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Internal User Deleted
Triggers when an internal user is deleted.
Trigger
Instant
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Invoice Paid
Triggers when an invoice is paid
Trigger
Instant
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Link Deleted
Triggers when a link gets deleted within a file channel
Trigger
Instant
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Message Channel Created
Triggers when a new message channel is created.
Trigger
Instant
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- Membership Type
- The ID of the membership entity. E.g. ID of a company or individual
- Member ID
- Limit
Trigger
Scheduled
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Message Sent
Triggers when a message gets sent in any channels belonging to the portal
Trigger
Instant
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List Workspace
List the workspace associated with the portal
Trigger
Scheduled
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- EmailRequired
- Given nameRequired
- Family NameRequired
- Company ID
- Send Invite?
Action
Write
- NameRequired
- Icon Image URL
Action
Write
- Contract Template ID
- Recipient ID
Action
Write
- Channel IDRequired
- PathRequired
- File ContentRequired
Action
Write
- Recipient IDRequired
- Form IDRequired
Action
Write
- Membership TypeRequired
- Entity ID - ID of the membership entity, e.g., ID of a company or individual client user
- Member IDs - IDs of client members to be added to this channel
Action
Write
- The ID of the App InstallRequired
- ClientId
- CompanyId
Action
Search
- ID
- Email
- Company ID
Action
Search
- Custom Field IDRequired
- Label
Action
Search
- The ID of the Form to getRequired
Action
Search
- The ID of the message channel to get
- Membership Type
- The ID of the membership entity. E.g. ID of a company or individual
- Member ID
- Limit
Action
Search
- ID
- EmailRequired
- Company ID
- Given nameRequired
- Family NameRequired
- Send Invite?
Action
Search or write
- The ID of the file channel to get
- 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
Action
Search or write

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

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Jotform

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monday.com

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Typeform

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ClickUp

Jotform

Google Drive

Asana

monday.com

HubSpot

Airtable

Jotform

Google Drive

Asana

monday.com

HubSpot

Airtable

Typeform

Amazon Alexa

ClickUp

Join millions worldwide who automate their work using Zapier

Assign forms to newly activated Copilot clients

Create folders in Copilot file channels when new clients are created in Copilot

Send messages in Slack when new clients are created in Copilot

Send channel messages in Slack when new form responses are submitted in Copilot

Add new Copilot clients as Mailchimp subscribers

Create folders for new Copilot clients

Assign forms to newly activated Copilot clients

Create folders in Copilot file channels when new clients are created in Copilot

Send messages in Slack when new clients are created in Copilot

Send channel messages in Slack when new form responses are submitted in Copilot

Add new Copilot clients as Mailchimp subscribers

Create folders for new Copilot clients

List App Installs

Client Created

List Clients

Company Created

Contract Signed

List Custom Fields

File Created

List Files

Folder Created

Folder Updated

Internal User Created

List Internal Users

Link Created

Link Updated

Message Channel Deleted

List Messages

Notification Created

Create App Connection

Update Client

Update Company

Create File Channel

Create Folder

Create Link

Send Message

Find an App Install

Find a Company

Find a File Channel

Find an Internal User

Find or Create AppConnection

Find or Create Company

Find or Create Message Channel

Client Activated

Client Custom Fields Updated

Client Updated

List Companies

Contract Requested

List Custom Field Options

File Deleted

File Updated

Folder Deleted

Form Response Completed