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Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier makes it easy to integrate Formsite with Copilot - no code necessary. See how you can get setup in minutes.

Select a trigger from Formsite

A trigger is an event that starts your Zap and runs the workflow. For example, with Formsite, a trigger could be "New Form Result."

A trigger is the event that kicks off your automated workflow.

Setup an action from Copilot

An action is what takes place after the automation is triggered. For example, with Copilot, the action could be "Create App Connection."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Formsite to Copilot

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.

Triggers and actions are the main components of every automated workflow.

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93%

Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your Formsite to Copilot integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

Illustration of AI enhancing Zapier workflows with automation and app integrations.

Connect Formsite and Copilot to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Integration categories

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

triggers, actions, or triggers and actions

- Form
  Required
Trigger
Instant
Try It
Client Activated
Triggers when a client authenticates in the Copilot for the first time
Trigger
Instant
Try It
Client Custom Fields Updated
Triggers only when a client user has updates to custom fields.
Trigger
Instant
Try It
Client Updated
High-frequency trigger for each client user update.
Trigger
Instant
Try It
- Query param to filter placeholder companies
Trigger
Polling
Try It
Contract Requested
Triggers when a contract is assigned to a client.
Trigger
Instant
Try It
- Custom Field ID
  Required
Trigger
Polling
Try It
File Deleted
Triggers when a file has been deleted within a file channel
Trigger
Instant
Try It
File Updated
Triggers when a file has been updated within a file channel
Trigger
Instant
Try It
Folder Deleted
Triggers when a folder gets deleted within a file channel
Trigger
Instant
Try It
- Form ID
  Required
Trigger
Instant
Try It
Internal User Deleted
Triggers when an internal user is deleted.
Trigger
Instant
Try It
Invoice Created
Triggers when an invoice is created
Trigger
Instant
Try It
List Invoices
Lists the invoices.
Trigger
Polling
Try It
Invoice Voided
Triggers when an invoice is voided
Trigger
Instant
Try It
Link Created
Triggers when a link gets created within a file channel
Trigger
Instant
Try It
Link Updated
Triggers when a link gets updated within a file channel
Trigger
Instant
Try It
Message Channel Deleted
Triggers when a message channel is deleted.
Trigger
Instant
Try It
- File Channel Id
  Required
- Limit
Trigger
Polling
Try It
Note Created
Triggers when a new note is created.
Trigger
Instant
Try It
- Entity Type
- The ID of the entity assigned to the note. E.g. ID of a client or company.
- Limit
Trigger
Polling
Try It
- Recipient ID
Trigger
Instant
Try It
List Payments
Lists the payments.
Trigger
Polling
Try It
Price Created
Triggers when a price is created
Trigger
Instant
Try It
Product Created
Triggers when a product is created
Trigger
Instant
Try It
Product Updated
Triggers when a product is updated
Trigger
Instant
Try It
- Custom Field ID
  Required
- The type of the App Connection
  Required
- The content of the App Connection
  Required
- The company id of the App Connection
- The client ids to be part of the App Connection
Action
Write
- Custom Field ID
  Required
- Given name
  Required
- Family Name
  Required
- The company id of the App Connection
- Send Invite?
Action
Write
- Name
  Required
- Custom Field ID
  Required
Action
Write
- Membership Type
- The ID of the membership entity. E.g. ID of a company or individual
- IDs of all members in the channel
Action
Write
- Channel ID
  Required
- Folder path
Action
Write
- Recipient type
- Note
- Amount (in cents)
- Description
- Quantity
  Required
- Note
- Product
- Note
- Price
- Days Until Due
  Required
- Tax Percentage
- Memo
- Accept Payment Via Credit Card
- Accept Payment Via Bank Transfer
Action
Write
- Membership Type
- The ID of the membership entity. E.g. ID of a company or individual
- IDs of all members in the channel
Action
Write
- Entity Type
- The ID of the entity assigned to the note. E.g. ID of a client or company.
- Title
  Required
- The content of the App Connection
  Required
Action
Write
- Custom Field ID
  Required
- ClientId
- The company id of the App Connection
Action
Search
- Custom Field ID
  Required
- Email
  Required
- The company id of the App Connection
Action
Search
- Custom Field ID
  Required
- Label
Action
Search
- Custom Field ID
  Required
Action
Search
- Custom Field ID
  Required
Action
Search
- Custom Field ID
  Required
Action
Search
- Custom Field ID
  Required
Action
Search
- Custom Field ID
  Required
- Email
  Required
- The company id of the App Connection
- Given name
  Required
- Family Name
  Required
- Send Invite?
Action
Search or write
- Custom Field ID
  Required
- Membership Type
- The ID of the membership entity. E.g. ID of a company or individual
- Member ID
- IDs of all members in the channel
Action
Search or write
- Custom Field ID
  Required
- Membership Type
- The ID of the membership entity. E.g. ID of a company or individual
- Member ID
- Limit
- IDs of all members in the channel
Action
Search or write

List App Installs
Lists the app installs in a workspace.
Trigger
Polling
Try It
Client Created
Triggers when a new client is created.
Trigger
Instant
Try It
List Clients
Lists the clients.
Trigger
Polling
Try It
Company Created
Triggers when a company gets created in the Copilot for the first time
Trigger
Instant
Try It
Contract Signed
Triggers when a contract is signed.
Trigger
Instant
Try It
List Custom Fields
Lists all available custom fields.
Trigger
Polling
Try It
File Created
Triggers when a file gets created within a file channel
Trigger
Instant
Try It
- File Channel Id
  Required
- Folder path
- Limit
Trigger
Polling
Try It
Folder Created
Triggers when a folder gets created within a file channel
Trigger
Instant
Try It
Folder Updated
Triggers when a folder gets updated within a file channel
Trigger
Instant
Try It
Internal User Created
Triggers when a new internal user is created.
Trigger
Instant
Try It
- Limit
Trigger
Polling
Try It
Invoice Deleted
Triggers when an invoice is deleted
Trigger
Instant
Try It
Invoice Paid
Triggers when an invoice is paid
Trigger
Instant
Try It
List Invoice Templates
Lists the invoice templates.
Trigger
Polling
Try It
Link Deleted
Triggers when a link gets deleted within a file channel
Trigger
Instant
Try It
Message Channel Created
Triggers when a new message channel is created.
Trigger
Instant
Try It
- Membership Type
- The ID of the membership entity. E.g. ID of a company or individual
- Member ID
- Limit
Trigger
Polling
Try It
Message Sent
Triggers when a message gets sent in any channels belonging to the portal
Trigger
Instant
Try It
Note Deleted
Triggers when a note is deleted.
Trigger
Instant
Try It
Note Updated
Triggers when a note is updated.
Trigger
Instant
Try It
Payment Failed
Triggers when a payment is failed for an invoice
Trigger
Instant
Try It
Payment Succeeded
Triggers when a payment is successful for an invoice
Trigger
Instant
Try It
List Prices
Lists the prices.
Trigger
Polling
Try It
List Products
Lists the products.
Trigger
Polling
Try It
List Workspace
List the workspace associated with the portal
Trigger
Polling
Try It
- Email
  Required
- Given name
  Required
- Family Name
  Required
- The company id of the App Connection
- Send Invite?
Action
Write
- Name
  Required
- Icon Image URL
Action
Write
- Contract Template ID
- Recipient ID
Action
Write
- Channel ID
  Required
- Folder path
- File Content
  Required
Action
Write
- Recipient ID
  Required
- Form ID
  Required
Action
Write
- Channel ID
  Required
- Folder path
- Link url
  Required
Action
Write
- The text content of the message
  Required
- File Channel Id
  Required
- (Optional) The Id of the client who is the author of the message
Action
Write
- Title
  Required
- The content of the App Connection
  Required
- Custom Field ID
  Required
Action
Write
- Custom Field ID
  Required
Action
Search
- Custom Field ID
  Required
- Name
  Required
Action
Search
- Custom Field ID
  Required
- Membership Type
- The ID of the membership entity. E.g. ID of a company or individual
- Member ID
Action
Search
- Custom Field ID
  Required
Action
Search
- Custom Field ID
  Required
- Membership Type
- The ID of the membership entity. E.g. ID of a company or individual
- Member ID
- Limit
Action
Search
- Custom Field ID
  Required
Action
Search
- Custom Field ID
  Required
- ClientId
- The company id of the App Connection
- The type of the App Connection
  Required
- The content of the App Connection
  Required
- The client ids to be part of the App Connection
Action
Search or write
- Custom Field ID
  Required
- Name
  Required
- Icon Image URL
Action
Search or write
- Custom Field ID
  Required
- Channel ID
  Required
- Folder path
- File Content
  Required
Action
Search or write
- Custom Field ID
  Required
- Entity Type
- The ID of the entity assigned to the note. E.g. ID of a client or company.
- Title
  Required
- The content of the App Connection
  Required
Action
Search or write

About Formsite

Formsite enables non-technical users to build professional quality web forms and surveys with no HTML or coding experience.

Learn moreLearn more

Related categories

Forms & Surveys

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About Copilot

Create a client portal to combine messaging, payments, and other modules to offer clients a branded, streamlined experience.

Learn moreLearn more

Related categories

Project Management

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