How to set up a Zap to send Copilot forms every month to a client or clients | Scribe

    How to set up a Zap to send Copilot forms every month to a client or clients

    1
    Go to Zapier and create a new Zap
    2
    Click here.
    3
    Click the "Schedule" trigger from Zapier
    4
    Click the "*EventRequired" field.
    5
    Click "Every Month"
    6
    Click "Continue"
    7
    Click "Choose..."
    8
    Select the day of the month you wish to request the form
    9
    Click "Choose..."
    10
    Select the time of day you wish to request the form
    11
    Click "Continue"
    12
    Click "Test trigger"
    13
    Click "Continue with selected record"
    14
    A new modal will appear to allow you to select the next action. Type "copilot"
    15
    Click "Copilot"
    16
    Click the "*EventRequired" field.
    17
    Click "Request Form Responses"
    18
    Click "Continue"
    19
    Click "Choose" to select your Copilot account, or connect a new one
    20
    Click "Continue"