Connect Copilot and Copy AI integrations
Connect Copilot and Copy AI with any of your favorite apps in just a few clicks. Design, build, and automate anything for your work by integrating apps like Copilot and Copy AI to create visual automated workflows. Choose from thousands of ready-made apps or use our no-code toolkit to connect to apps not yet in our library.
Triggers when a client is activated in Copilot.
Triggers when a subscription is canceled.
Triggers when a form response is completed.
Triggers when a client is created in Copilot.
Triggers when a company is created.
Triggers when a file is created.
Triggers when a folder is created in the Files app.
Triggers when an internal user is created.
Triggers when an invoice is created.
Triggers when a link is created in the Files app.
Triggers when a message channel is created.
Triggers when a note is created.
Triggers when a price is created.
Triggers when a product is created.
Triggers when a subscription is created.
Triggers when a client is deleted.
Triggers when a company is deleted.
Triggers when a file is deleted.
Triggers when a folder is deleted.
Triggers when an internal user is deleted.
Triggers when an invoice is deleted.
Triggers when a link is deleted from a file channel.
Triggers when a message channel is deleted.
Triggers when a note is deleted.
Triggers when a payment fails.
Triggers when an invoice is paid.
Triggers when an internal user requests a contract signature from a client.
Triggers when a message is sent.
Triggers when a contract is signed.
Triggers when a payment is successful.
Triggers when a client custom field is updated.
Triggers when a client is updated.
Triggers when a company is updated.
Triggers when a file has been renamed or moved within a file channel.
Triggers when a folder is renamed or moved.
Triggers when a link has been renamed or moved within a file channel.
Triggers when a note is updated.
Triggers when a product name or status is updated. Prices added to products will not trigger this module, for this use the Price Created trigger.
Triggers when an invoice is voided.
Retrieves the result of a workflow run.
Performs an arbitrary authorized API Call.
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Create custom Copilot and Copy AI workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.
Cancels a specific subscription. Status must be 'active' or 'not started'.
Creates an app connection for a manual app install. One of Company ID or Client ID(s) must be present, specifying the client(s)/company who will receive the specified content.
Creates a client in Copilot.
Creates a new company.
Creates a file in a specified file channel.
Creates a File Channel for a specified client or company.
Creates a folder in the specified file channel.
Creates a link in the specified file channel.
Creates a message channel for the specified client, company, or group.
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