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Connect SendJim to Copilot and automate any workflow

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CopilotCopilot
2. Choose an Action
The event an automation performs after it's triggered
Endless possibilities

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Zapier makes it easy to integrate SendJim with Copilot - no code necessary. See how you can get setup in minutes.

Select a trigger from SendJim

A trigger is an event that starts your Zap and runs the workflow."
A trigger is the event that kicks off your automated workflow.

Setup an action from Copilot

An action is what takes place after the automation is triggered. For example, with Copilot, the action could be "Create App Connection."
An action is the event that your automated workflow performs when triggered.

That’s it! You just connected SendJim to Copilot

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Triggers and actions are the main components of every automated workflow.

Connect SendJim 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.

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An illustration representing how to automate lead management with Zapier.

Connect SendJim 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.

Choose a Trigger
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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.

    • FirstName
    • LastName
    • StreetAddress
      Required
    • City
      Required
    • State
      Required
    • PostalCode
      Required
    • PhoneNumber
    • Email
    • Tags
    Action
    Write
    • FirstName
    • LastName
    • StreetAddress
      Required
    • City
      Required
    • State
      Required
    • PostalCode
      Required
    • PhoneNumber
    • Email
    • QuickSend
      Required
    Action
    Write
  • Copilot triggers, actions, and search
    Client Activated

    Triggers when a client authenticates in the Copilot for the first time

    Trigger
    Instant
    Try It
  • Copilot triggers, actions, and search
    Client Custom Fields Updated

    Triggers only when a client user has updates to custom fields.

    Trigger
    Instant
    Try It
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About SendJim
SendJim is a way to quickly send custom gifts, postcards, and more to your customers.
Learn moreHelp
Related categories
  • Marketing
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About Copilot
Create a client portal to combine messaging, payments, and other modules to offer clients a branded, streamlined experience.
Related categories

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