How to set up a Zap to send Copilot forms every month to a client or clients
Allene Norton
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27 steps
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2 minutes
Zapier
1
Go to Zapier and create a new Zap
2
Click here.
3
Click the "Schedule" trigger from Zapier
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Click the "*EventRequired" field.
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Click "Every Month"
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Click "Continue"
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Click "Choose..."
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Select the day of the month you wish to request the form
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Click "Choose..."
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Select the time of day you wish to request the form
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Click "Continue"
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Click "Test trigger"
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Click "Continue with selected record"
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A new modal will appear to allow you to select the next action. Type "copilot"
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Click "Copilot"
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Click the "*EventRequired" field.
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Click "Request Form Responses"
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Click "Continue"
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Click "Choose" to select your Copilot account, or connect a new one
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Click "Continue"