Copilot + MachForm Integration

Connect Copilot to MachForm in 1 click

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1.
  • Copilot
    Payment is succeed in Copilot Instant
  • Copilot
    Client is created in Copilot Instant
  • Copilot
    Client is updated in Copilot Instant
  • Copilot
    Client is deleted in Copilot Instant
  • Copilot
    Client is activated in Copilot Instant
  • Copilot
    Client custom Field is updated in Copilot Instant
  • Copilot
    Company is created in Copilot Instant
  • Copilot
    Company is updated in Copilot Instant
  • Copilot
    Company is deleted in Copilot Instant
  • Copilot
    Contract is requested in Copilot Instant
  • Copilot
    Contract is signed in Copilot Instant
  • Copilot
    File is created in Copilot Instant
  • Copilot
    File is updated in Copilot Instant
  • Copilot
    File is deleted in Copilot Instant
  • Copilot
    Folder is created in Copilot Instant
  • Copilot
    Folder is updated in Copilot Instant
  • Copilot
    Folder is deleted in Copilot Instant
  • Copilot
    Form response is completed in Copilot Instant
  • Copilot
    Internal user is created in Copilot Instant
  • Copilot
    Internal user is deleted in Copilot Instant
  • Copilot
    Invoice is created in Copilot Instant
  • Copilot
    Invoice is updated in Copilot Instant
  • Copilot
    Invoice is deleted in Copilot Instant
  • Copilot
    Invoice is sent in Copilot Instant
  • Copilot
    Invoice is paid in Copilot Instant
  • Copilot
    Invoice is voided in Copilot Instant
  • Copilot
    Message channel is created in Copilot Instant
  • Copilot
    Message is sent in Copilot Instant
  • Copilot
    Note is created in Copilot Instant
  • Copilot
    Note is updated in Copilot Instant
  • Copilot
    Note is deleted in Copilot Instant
  • Copilot
    Notification is created in Copilot Instant
  • Copilot
    Price is created in Copilot Instant
  • Copilot
    Product is created in Copilot Instant
  • Copilot
    Product is updated in Copilot Instant
  • Copilot
    Task is created in Copilot Instant
  • Copilot
    Task is updated in Copilot Instant
  • Copilot
    Task is archived in Copilot Instant
  • Copilot
    Task is deleted in Copilot Instant
  • Copilot
    Task is completed in Copilot Instant
  • Copilot
    Payment is failed in Copilot Instant
  • Copilot
    Link is created in Copilot Instant
  • Copilot
    Link is updated in Copilot Instant
  • Copilot
    Link is deleted in Copilot Instant
  • Copilot
    Subscription is created in Copilot Instant
  • Copilot
    Subscription is canceled in Copilot Instant
  • MachForm
    Form is submitted in MachForm Instant
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2.

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Ready Workflows Ready Workflows   for Copilot + MachForm Integration

Just click on the workflow you want to automate

Most popular automationmost-popular-automations
MachForm + Copilot Integration

Create Copilot(Under review) task for new MachForm form submission

Automatically creating a Copilot(Under review) task for every new MachForm form submission not only eliminates the need for manual data entry, but it also ensures that each response is promptly followed up on.

By using this automation, you can rest assured that no form submission will fall through the cracks and that your Copilot(Under review) team is always on top of things. Plus, automatically creating tasks from new form responses frees up your time so that you can focus on more important things.

So go ahead and set up this automation today!
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Our team can create automations for you... At no extra cost!

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Automations

Top 10 Most Popular Copilot Automations from
Integrately Community

Just click on the workflow you want to automate

Trackabi logo
Copilot logo
Create Copilot(Under review) task for new Trackabi task
Workbooks CRM logo
Copilot logo
Create Copilot(Under review) task for new Workbooks CRM contact
Workbooks CRM logo
Copilot logo
Create Copilot(Under review) task for new Workbooks CRM task
Sharetribe logo
Copilot logo
Create Copilot(Under review) task for new Sharetribe contact
Zoho Expense logo
Copilot logo
Create Copilot(Under review) task for new Zoho Expense customer
Trackabi logo
Copilot logo
Create Copilot(Under review) task for new Trackabi task
Workbooks CRM logo
Copilot logo
Create Copilot(Under review) task for new Workbooks CRM contact
Workbooks CRM logo
Copilot logo
Create Copilot(Under review) task for new Workbooks CRM task
Sharetribe logo
Copilot logo
Create Copilot(Under review) task for new Sharetribe contact
Zoho Expense logo
Copilot logo
Create Copilot(Under review) task for new Zoho Expense customer
SmartEmailing logo
Copilot logo
Create Copilot(Under review) task for new Smart Emailing contact
SmartEmailing logo
Copilot logo
Create Copilot(Under review) task for updated Smart Emailing contact
MyGadgetRepairs logo
Copilot logo
Create Copilot(Under review) task for new MyGadgetRepairs task
MyGadgetRepairs logo
Copilot logo
Create Copilot(Under review) task for new MyGadgetRepairs contact
Activate
MyGadgetRepairs logo
Copilot logo
Create Copilot(Under review) task for new MyGadgetRepairs event
SmartEmailing logo
Copilot logo
Create Copilot(Under review) task for new Smart Emailing contact
SmartEmailing logo
Copilot logo
Create Copilot(Under review) task for updated Smart Emailing contact
MyGadgetRepairs logo
Copilot logo
Create Copilot(Under review) task for new MyGadgetRepairs task
MyGadgetRepairs logo
Copilot logo
Create Copilot(Under review) task for new MyGadgetRepairs contact
Activate
MyGadgetRepairs logo
Copilot logo
Create Copilot(Under review) task for new MyGadgetRepairs event
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2
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3
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Want to automate something else in your workflow?

You Can Also Connect Copilot or MachForm With 1400+ Other Apps

Copilot
Copilot
Copilot is a client portal platform for service businesses, offering tools for messaging, billing, e-signatures, file sharing, and custom apps—streamlining client management and collaboration.
MachForm
MachForm
MachForm is a responsive, browser-based form builder (self-hosted or cloud) with drag‑and‑drop design, conditional logic, multiple field types, electronic signatures, payment collection, reporting, and secure workflows.