Client activates account
Trigger
Company size < 50
ConditionCompany size > 50
Condition
Assign SMB onboarding form
Action
Send meeting scheduling link
Action
Create lead in Salesforce
ActionSend clients a welcome message
Create a custom welcome message to clients the first time they log in to your client portal. Introduce your firm, welcome your clients in a professional way, and set expectations around response times.
Every service business is a technology company
Enable self-serve sign up and place a ‘Sign up’ button on your marketing website. Now let leads and clients seamlessly set up accounts self-serve and then guide them through a customized onboarding experience.
File storage sync
Back up data in an organized way by creating a secure and seamless connection with file storage solutions including Google Drive, Box, Dropbox, and others.
Sales CRM sync
If you’re using a separate sales CRM, set up automations to automatically invite clients to your client portal when a deal is closed, sync custom fields, and more.
Explore automations in action.
We created a demo portal where you can sign up as a client user and see automations in action. After you create an account you’ll receive an automatic welcome message, be assigned an onboarding form, and see folders automatically get created on the Files tab.
Welcome messages
Automatically greet clients with a customizable welcome message.
Explore the most popular automations.
There are unlimited ways to start saving time and money by automating your workflows. Here are some of the most popular automations.
Add new Copilot clients as Mailchimp subscribers
Utilize this automation to merge your client management with your email campaigns. It automatically enrolls new Copilot clients as Mailchimp subscribers, ensuring they immediately start receiving your newsletters and updates. This enhances your client engagement, and helps to build stronger, more efficient relationships.
Create Trello cards for new form submissions in Copilot
This automation helps you maintain a clear overview of client requests or feedback. By creating Trello cards for new form submissions in Copilot, each submission becomes a visible, actionable item. It ensures every client input is addressed, promoting productivity and enhancing client satisfaction through efficient response and task management.
Assign forms to newly activated Copilot clients
This automation is key for onboarding new clients. It automatically assigns forms to newly activated Copilot clients, ensuring immediate engagement and information gathering. It streamlines the process of understanding your clients' needs, enhancing your service delivery, and initiating communication right from the start.
Create clients in Copilot when new events are scheduled in Calendly
This automation streamlines your client onboarding process. By creating clients in Copilot when new events are scheduled in Calendly, you ensure an efficient transition from prospect to client. This automation reduces manual data entry, speeds up your workflow, and allows immediate commencement of client management activities.
Create Asana tasks from new form submissions in Copilot
This automation is ideal for optimizing your workflow. By creating Asana tasks from new form submissions in Copilot, you ensure no client request or feedback gets overlooked. It helps your team immediately prioritize and take action, increasing productivity, enhancing client satisfaction, and improving your response times.
Create records in Airtable for new Copilot clients
This automation aids in effective data management. By creating records in Airtable for new Copilot clients, you ensure consistent and organized record-keeping. It allows for easy tracking of client data, enhances accessibility, and eliminates the manual task of data entry. This can boost your productivity and allow for more efficient client management.
Update clients in Copilot from new Jotform submissions
This automation ensures your client data in Copilot is always current. By updating clients from new Jotform submissions, it automates the process of keeping client information accurate and up-to-date. This minimizes manual data entry errors, enhances data accuracy, and improves the efficiency of your client management system.
Update clients from new Copilot form submissions
This automation facilitates effective client management. By updating clients from new Copilot form submissions, you ensure that all client information stays current and accurate. It saves manual work, enhances data accuracy, and ensures prompt updates, leading to improved efficiency and better customer relationship management.
Send messages in Slack when new clients are created in Copilot
This automation helps maintain transparency and prompt communication within your team. By sending messages in Slack when new clients are created in Copilot, it ensures immediate team awareness of new clientele, encouraging prompt action and collaboration. This can result in improved client management, swift onboarding, and enhanced customer service.
Send channel messages in Slack when new form responses are submitted in Copilot
This automation ensures prompt attention to client feedback or inquiries. By sending channel messages in Slack when new form responses are submitted in Copilot, your team can respond swiftly to client needs. It enhances communication, boosts efficiency, and enables real-time updates, leading to improved customer service and satisfaction.
Send channel messages in Slack when new clients are activated in Copilot
This automation fosters team communication and awareness. By sending channel messages in Slack when new clients are activated in Copilot, your team is immediately notified about new clients, enabling a quick response. This improves team coordination, facilitates faster onboarding, and enhances your ability to deliver efficient and personalized service.
Assign forms to Copilot clients every month
This automation is beneficial for regularly updating client information or collecting feedback. By automatically assigning forms to Copilot clients every month, you ensure continuous engagement, timely data collection and consistent interaction. This can improve service delivery, customer satisfaction, and efficiency in your operations.
Add new Copilot clients as Mailchimp subscribers
Utilize this automation to merge your client management with your email campaigns. It automatically enrolls new Copilot clients as Mailchimp subscribers, ensuring they immediately start receiving your newsletters and updates. This enhances your client engagement, and helps to build stronger, more efficient relationships.
Create Trello cards for new form submissions in Copilot
This automation helps you maintain a clear overview of client requests or feedback. By creating Trello cards for new form submissions in Copilot, each submission becomes a visible, actionable item. It ensures every client input is addressed, promoting productivity and enhancing client satisfaction through efficient response and task management.
Assign forms to newly activated Copilot clients
This automation is key for onboarding new clients. It automatically assigns forms to newly activated Copilot clients, ensuring immediate engagement and information gathering. It streamlines the process of understanding your clients' needs, enhancing your service delivery, and initiating communication right from the start.
Create clients in Copilot when new events are scheduled in Calendly
This automation streamlines your client onboarding process. By creating clients in Copilot when new events are scheduled in Calendly, you ensure an efficient transition from prospect to client. This automation reduces manual data entry, speeds up your workflow, and allows immediate commencement of client management activities.
Create Asana tasks from new form submissions in Copilot
This automation is ideal for optimizing your workflow. By creating Asana tasks from new form submissions in Copilot, you ensure no client request or feedback gets overlooked. It helps your team immediately prioritize and take action, increasing productivity, enhancing client satisfaction, and improving your response times.
Create records in Airtable for new Copilot clients
This automation aids in effective data management. By creating records in Airtable for new Copilot clients, you ensure consistent and organized record-keeping. It allows for easy tracking of client data, enhances accessibility, and eliminates the manual task of data entry. This can boost your productivity and allow for more efficient client management.
Update clients in Copilot from new Jotform submissions
This automation ensures your client data in Copilot is always current. By updating clients from new Jotform submissions, it automates the process of keeping client information accurate and up-to-date. This minimizes manual data entry errors, enhances data accuracy, and improves the efficiency of your client management system.
Update clients from new Copilot form submissions
This automation facilitates effective client management. By updating clients from new Copilot form submissions, you ensure that all client information stays current and accurate. It saves manual work, enhances data accuracy, and ensures prompt updates, leading to improved efficiency and better customer relationship management.
Send messages in Slack when new clients are created in Copilot
This automation helps maintain transparency and prompt communication within your team. By sending messages in Slack when new clients are created in Copilot, it ensures immediate team awareness of new clientele, encouraging prompt action and collaboration. This can result in improved client management, swift onboarding, and enhanced customer service.
Send channel messages in Slack when new form responses are submitted in Copilot
This automation ensures prompt attention to client feedback or inquiries. By sending channel messages in Slack when new form responses are submitted in Copilot, your team can respond swiftly to client needs. It enhances communication, boosts efficiency, and enables real-time updates, leading to improved customer service and satisfaction.
Send channel messages in Slack when new clients are activated in Copilot
This automation fosters team communication and awareness. By sending channel messages in Slack when new clients are activated in Copilot, your team is immediately notified about new clients, enabling a quick response. This improves team coordination, facilitates faster onboarding, and enhances your ability to deliver efficient and personalized service.
Assign forms to Copilot clients every month
This automation is beneficial for regularly updating client information or collecting feedback. By automatically assigning forms to Copilot clients every month, you ensure continuous engagement, timely data collection and consistent interaction. This can improve service delivery, customer satisfaction, and efficiency in your operations.
Add new Copilot clients as Mailchimp subscribers
Utilize this automation to merge your client management with your email campaigns. It automatically enrolls new Copilot clients as Mailchimp subscribers, ensuring they immediately start receiving your newsletters and updates. This enhances your client engagement, and helps to build stronger, more efficient relationships.
Create Trello cards for new form submissions in Copilot
This automation helps you maintain a clear overview of client requests or feedback. By creating Trello cards for new form submissions in Copilot, each submission becomes a visible, actionable item. It ensures every client input is addressed, promoting productivity and enhancing client satisfaction through efficient response and task management.
Assign forms to newly activated Copilot clients
This automation is key for onboarding new clients. It automatically assigns forms to newly activated Copilot clients, ensuring immediate engagement and information gathering. It streamlines the process of understanding your clients' needs, enhancing your service delivery, and initiating communication right from the start.
Create clients in Copilot when new events are scheduled in Calendly
This automation streamlines your client onboarding process. By creating clients in Copilot when new events are scheduled in Calendly, you ensure an efficient transition from prospect to client. This automation reduces manual data entry, speeds up your workflow, and allows immediate commencement of client management activities.
Create Asana tasks from new form submissions in Copilot
This automation is ideal for optimizing your workflow. By creating Asana tasks from new form submissions in Copilot, you ensure no client request or feedback gets overlooked. It helps your team immediately prioritize and take action, increasing productivity, enhancing client satisfaction, and improving your response times.
Create records in Airtable for new Copilot clients
This automation aids in effective data management. By creating records in Airtable for new Copilot clients, you ensure consistent and organized record-keeping. It allows for easy tracking of client data, enhances accessibility, and eliminates the manual task of data entry. This can boost your productivity and allow for more efficient client management.
Update clients in Copilot from new Jotform submissions
This automation ensures your client data in Copilot is always current. By updating clients from new Jotform submissions, it automates the process of keeping client information accurate and up-to-date. This minimizes manual data entry errors, enhances data accuracy, and improves the efficiency of your client management system.
Update clients from new Copilot form submissions
This automation facilitates effective client management. By updating clients from new Copilot form submissions, you ensure that all client information stays current and accurate. It saves manual work, enhances data accuracy, and ensures prompt updates, leading to improved efficiency and better customer relationship management.
Send messages in Slack when new clients are created in Copilot
This automation helps maintain transparency and prompt communication within your team. By sending messages in Slack when new clients are created in Copilot, it ensures immediate team awareness of new clientele, encouraging prompt action and collaboration. This can result in improved client management, swift onboarding, and enhanced customer service.
Send channel messages in Slack when new form responses are submitted in Copilot
This automation ensures prompt attention to client feedback or inquiries. By sending channel messages in Slack when new form responses are submitted in Copilot, your team can respond swiftly to client needs. It enhances communication, boosts efficiency, and enables real-time updates, leading to improved customer service and satisfaction.
Send channel messages in Slack when new clients are activated in Copilot
This automation fosters team communication and awareness. By sending channel messages in Slack when new clients are activated in Copilot, your team is immediately notified about new clients, enabling a quick response. This improves team coordination, facilitates faster onboarding, and enhances your ability to deliver efficient and personalized service.
Assign forms to Copilot clients every month
This automation is beneficial for regularly updating client information or collecting feedback. By automatically assigning forms to Copilot clients every month, you ensure continuous engagement, timely data collection and consistent interaction. This can improve service delivery, customer satisfaction, and efficiency in your operations.
Add new Copilot clients as Mailchimp subscribers
Utilize this automation to merge your client management with your email campaigns. It automatically enrolls new Copilot clients as Mailchimp subscribers, ensuring they immediately start receiving your newsletters and updates. This enhances your client engagement, and helps to build stronger, more efficient relationships.
Create Trello cards for new form submissions in Copilot
This automation helps you maintain a clear overview of client requests or feedback. By creating Trello cards for new form submissions in Copilot, each submission becomes a visible, actionable item. It ensures every client input is addressed, promoting productivity and enhancing client satisfaction through efficient response and task management.
Assign forms to newly activated Copilot clients
This automation is key for onboarding new clients. It automatically assigns forms to newly activated Copilot clients, ensuring immediate engagement and information gathering. It streamlines the process of understanding your clients' needs, enhancing your service delivery, and initiating communication right from the start.
Create clients in Copilot when new events are scheduled in Calendly
This automation streamlines your client onboarding process. By creating clients in Copilot when new events are scheduled in Calendly, you ensure an efficient transition from prospect to client. This automation reduces manual data entry, speeds up your workflow, and allows immediate commencement of client management activities.
Create Asana tasks from new form submissions in Copilot
This automation is ideal for optimizing your workflow. By creating Asana tasks from new form submissions in Copilot, you ensure no client request or feedback gets overlooked. It helps your team immediately prioritize and take action, increasing productivity, enhancing client satisfaction, and improving your response times.
Create records in Airtable for new Copilot clients
This automation aids in effective data management. By creating records in Airtable for new Copilot clients, you ensure consistent and organized record-keeping. It allows for easy tracking of client data, enhances accessibility, and eliminates the manual task of data entry. This can boost your productivity and allow for more efficient client management.
Update clients in Copilot from new Jotform submissions
This automation ensures your client data in Copilot is always current. By updating clients from new Jotform submissions, it automates the process of keeping client information accurate and up-to-date. This minimizes manual data entry errors, enhances data accuracy, and improves the efficiency of your client management system.
Update clients from new Copilot form submissions
This automation facilitates effective client management. By updating clients from new Copilot form submissions, you ensure that all client information stays current and accurate. It saves manual work, enhances data accuracy, and ensures prompt updates, leading to improved efficiency and better customer relationship management.
Send messages in Slack when new clients are created in Copilot
This automation helps maintain transparency and prompt communication within your team. By sending messages in Slack when new clients are created in Copilot, it ensures immediate team awareness of new clientele, encouraging prompt action and collaboration. This can result in improved client management, swift onboarding, and enhanced customer service.
Send channel messages in Slack when new form responses are submitted in Copilot
This automation ensures prompt attention to client feedback or inquiries. By sending channel messages in Slack when new form responses are submitted in Copilot, your team can respond swiftly to client needs. It enhances communication, boosts efficiency, and enables real-time updates, leading to improved customer service and satisfaction.
Send channel messages in Slack when new clients are activated in Copilot
This automation fosters team communication and awareness. By sending channel messages in Slack when new clients are activated in Copilot, your team is immediately notified about new clients, enabling a quick response. This improves team coordination, facilitates faster onboarding, and enhances your ability to deliver efficient and personalized service.
Assign forms to Copilot clients every month
This automation is beneficial for regularly updating client information or collecting feedback. By automatically assigning forms to Copilot clients every month, you ensure continuous engagement, timely data collection and consistent interaction. This can improve service delivery, customer satisfaction, and efficiency in your operations.
Frequently Asked Questions
You can set up an automation with Zapier, Make, or with our API. Zapier and Make are two great no-code solutions and our API is best if you have developer resources and need full control.
