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

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    • 0 step |
    • 2 minutes
    Go to Zapier and create a new Zap
    Click here.
    Click the "Schedule" trigger from Zapier
    Click the "*EventRequired" field.
    Click "Every Month"
    Click "Continue"
    Click "Choose..."
    Select the day of the month you wish to request the form
    Click "Choose..."
    Select the time of day you wish to request the form
    Click "Continue"
    Click "Test trigger"
    Click "Continue with selected record"
    A new modal will appear to allow you to select the next action. Type "copilot"
    Click "Copilot"
    Click the "*EventRequired" field.
    Click "Request Form Responses"
    Click "Continue"
    Click "Choose" to select your Copilot account, or connect a new one
    Click "Continue"
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