Connect Docupilot to Copilot and automate any workflow
1. Choose a Trigger
An event that starts an automation
2. Choose an Action
The event an automation performs after it's triggered
Endless possibilities
How Zapier works
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Connect Docupilot and Copilot to unlock the power of automation
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Choose a Trigger
Start here![arrow pointing down](https://zapier-images.imgix.net/storage/files/9c1aabd458323126f32d71d501e91639.svg)
Start here![arrow pointing down](https://zapier-images.imgix.net/storage/files/9c1aabd458323126f32d71d501e91639.svg)
Choose an Action
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.
- DocumentRequired
- Provide Download URL Link?
- Client Activated
Triggers when a client authenticates in the Copilot for the first time
Try It - Client Custom Fields Updated
Triggers only when a client user has updates to custom fields.
Try It - Client Updated
High-frequency trigger for each client user update.
Try It
Related categories
Related categories