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                    Recommended workflows

                    Most popular automations

                    Overview copy-icon

                    Below you can find our most popular workflow automations, each of which you can set up with our API, Zapier, or Make.

                    Automation

                    Products involved

                    Type

                    Assign forms to newly activated Copilot clients

                    Internal automation

                    Forms

                    Update clients from new Copilot form submissions

                    Internal automation

                    Forms

                    Upload files to Google Drive when new files are uploaded to Copilot

                    Google Drive

                    File-sharing

                    Create Trello cards for new form submissions in Copilot

                    Trello

                    Forms

                    Create records in Airtable from new Copilot form submissions

                    Airtable

                    Forms

                    Send messages in Slack when new clients are created in Copilot

                    Slack

                    Notifications

                    Add new Copilot clients as Mailchimp subscribers

                    Mailchimp

                    Marketing automation

                    Explore all recommended automations in our automations directory.