Copilot and RowShare

Easily integrate Copilot and RowShare without any code.

Copilot

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

RowShare

Automate data collection with customizable tables and forms. Ensure each team member sees only what they need.

Check out our other integrations

How the Integration Works

RowShare integrates with Copilot through Zapier, and possibly also Power Automate and Workato. These platforms operate on the concept of Triggers (when this happens) and Actions (do that).

When this happens in RowShare

Automatically do that in Copilot

Or the other way round:

When this happens in Copilot

Automatically do that in RowShare

Copilot Triggers and Actions

Below is a list of triggers and actions available on Copilot via Zapier at the time of publication. Keep in mind that additional options may now be available on Zapier, Power Automate, or Workato to further streamline your workflows.

Triggers

List Workspace

List the workspace associated with the portal

Message Sent

Triggers when a message gets sent in any channels belonging to the portal

List Message Channels

Lists the message channels.

Message Channel Created

Triggers when a new message channel is created.

Internal User Deleted

Triggers when an internal user is deleted.

and 5 more triggers

Copilot doesn't offer (yet) any Trigger on Zapier.

Actions

Find or Create File Channel

Search for a file channel by ID or by membership type, membership entity and member. If ID is passed in, the other search criteria are ignored. If ID is not passed in then all other search criteria "AND" together to find a file channel.

Find or Create Client

Search for a client by ID, email, or company.

Find a Message Channel

Search for a message channel by ID or by filters

Find a Form

Search for a Form by ID.

Find a Custom Field Option

Search for a custom field option by custom field ID and label.

and 5 more actions

Copilot doesn't offer (yet) any Action on Zapier.

RowShare Triggers and Actions

Below is a list of triggers and actions available on RowShare via Zapier, Power Automate and Workato.

Triggers

New or Updated Row

Triggers when a row is created or updated in a specific table.

Column Changed

Triggers when a value has changed in a specific column.

New Row

Triggers when a new row is created in a specific table.

Row Status Changed

Triggers when the status of a row changes in a specific table. Row statuses : Active, Deleted, Archived, Locked

Actions

Assign Row

Assigns a row to a new owner.

Edit Row

Modifies an existing row.

Find Row

Finds a row based on an exact match for a given column.

Create Row

Creates a new row in the table.

Find Row by ID

Loads a row based on its ID.

Link Rows [Advanced]

Links a row to a parent row in another table. This is an advanced action: to be used with caution.