Recommended workflows
Most popular automations
Overview 
Below, you can find our most popular workflow automations, each of which you can set up with our API, Zapier, or Make.
Popular Automations
Automation | Setup Instructions | Templates |
|---|---|---|
Assign forms to newly activated Copilot clients | ||
Update clients from new Copilot form submissions | ||
Upload files to Google Drive when new files are uploaded to Copilot | ||
Create Trello cards for new form submissions in Copilot | ||
Create records in Airtable from new Copilot form submissions | ||
Send messages in Slack when new clients are created in Copilot | ||
Add new Copilot clients as Mailchimp subscribers | ||
Create default folders for new clients in Copilot | ||
Upload files submitted to a Copilot Form to a Copilot File Channel | Not Available |
File Automations
Automation | Setup Instructions | Templates |
|---|---|---|
Create folders and files from Google Drive in Copilot company file channels when companies are created in Copilot | ||
Create folders and files from OneDrive in Copilot company file channels when companies are created in Copilot | ||
Create folders and files from Google Drive in Copilot client file channels when clients are created in Copilot | ||
Create folders and files from OneDrive in Copilot client file channels when clients are created in Copilot | ||
Upload files to Google Drive when new files are uploaded to Copilot | ||
Upload new Copilot files to Dropbox | ||
Upload new Copilot files to OneDrive | Coming Soon | |
Find or create folders and files in Google Drive when new files are uploaded for a client in Copilot | Not Available | |
Find or create folders and files in OneDrive when new files are uploaded for a client in Copilot | Not Available | |
Find or create folders and files in Google Drive when new files are uploaded for a company in Copilot | Not Available | |
Find or create folders and files in OneDrive when new files are uploaded for a company in Copilot | Not Available | |
Find folders and create files in Dropbox when new files are uploaded for clients in Copilot | Not Available | |
Find folders and create files in Dropbox when new files are uploaded for companies in Copilot | Not Available | |
Create folders and files in Dropbox when new files are uploaded for clients in Copilot | Not Available | |
Create folders and files in Dropbox when new files are uploaded for companies in Copilot | Not Available | |
Create default folders for new clients in Copilot |
Form Automations
Automation | Setup Instructions | Templates |
|---|---|---|
Assign forms to newly activated Copilot clients | ||
Update clients from new Copilot form submissions | ||
Assign forms to Copilot clients every month | ||
Create Trello cards for new form submissions in Copilot | ||
Update clients in Copilot from new Jotform submissions | ||
Create clients in Copilot from new Jotform submissions | ||
Create new spreadsheet rows in Google Sheets from new Copilot form submissions | ||
Create records in Airtable from new Copilot form submissions | ||
Create clients in Copilot from new Typeform entries | ||
Update clients in Copilot from new Typeform entries | Not Available |
Message Automations
Automation | Setup Instructions | Templates |
|---|---|---|
Send a message to a client in Copilot when a form response is submitted in Copilot | ||
Send channel messages in Slack when new clients are activated 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 | ||
Send a message automatically to a client in Copilot when a client sends a message in Copilot. | ||
Send a message to a client in Copilot after a contract is signed | ||
Send a message from a client in Copilot to Slack | Not Available | |
Send a message from an Internal User in Copilot to Slack | Not Available | |
Send a message each month to individual message channels | Not Available | |
Send a message each month to company message channels | Not Available |
CRM Automations
Automation | Setup Instructions | Templates |
|---|---|---|
Create records in Airtable for new Copilot clients | ||
Create clients in Copilot when new events are scheduled in Calendly | ||
Add new Copilot clients as Mailchimp subscribers | ||
Create clients in Copilot when Salesforce Opportunities are updated to Closed won | Not Available | |
Apply a tag when a client is created in Copilot | Not Available |
Contract Automations
Automation | Setup Instructions | Templates |
|---|---|---|
Send a contract in Copilot after a client is created | ||
Send a contract in Copilot after a form is completed in Copilot | ||
Upload signed contracts from Copilot to a client file channel | ||
Upload a signed contract from Copilot to a company file channel | ||
Upload newly signed Copilot contracts to Google Drive | ||
Update a client in Copilot when a contract is signed in Copilot | Not Available | |
Upload files to client file channels in Copilot when envelopes are sent or completed in Docusign | Not Available | |
Upload files to company file channels in Copilot when envelopes are sent or completed in Docusign | Not Available | |
Upload files to client file channels in Copilot when documents are completed in PandaDoc | Not Available | |
Upload files to company file channels in Copilot when documents are completed in PandaDoc | Not Available |
Explore all recommended automations in our automations directory.