Save for Later
This guide was created with Scribe in
3 minutes.
Sign in and create your own!
How to automate sending a message to a client in Copilot when a Copilot form response is completed.
Allene Norton
|
0 step
|
3 minutes
Zapier
1
Go to Zapier and click "+ Create"
2
Click "Trigger"
Zoom Saved
3
Type "Copilot"
4
Click "Copilot"
Zoom Saved
5
Click "Choose an event".
Zoom Saved
6
Click "Form Response Completed"
Zoom Saved
7
Click "Continue"
Zoom Saved
8
Select the Copilot account you want to use for this Zap, or connect a new one. Then, click "Continue".
Zoom Saved
9
Click "Choose value…"
Zoom Saved
10
Select the form you want to use to trigger this automation.
Zoom Saved
11
Click "Continue"
Zoom Saved
12
Click "Test trigger"
Zoom Saved
13
Click "Continue with selected record"
Zoom Saved
14
Type "Copilot"
15
Click "Copilot"
Zoom Saved
16
Click "Choose an event".
Zoom Saved
17
Click "Find a Message Channel"
Zoom Saved
18
Click "Continue"
Zoom Saved
19
Click "Continue"
Zoom Saved
20
Click here.
Zoom Saved
Have something to say?
Create an account to leave messages for the author to see!
Create an account
Feedback
This Scribe is in tip-top shape!
Leave feedback if there are any issues with this Scribe