This article will walk you through the steps of using Zapier to create a custom work request form for Copilot. This will be useful for customizing the data collected from the forms and triggering multiple following steps.

Steps

1. First, make sure that you have a Zapier account and log in to create a new Zap.
2. Build out the structure of the Zap by adding these steps to the Zap
   1. Trigger: Google Forms (or other form builder of your choice)
   2. Action: Copilot CRM - Create a customer
   3. Action: Copilot CRM - Create a to-do
   4. Action: Email by Zapier (or another app that you would like to receive a notification on)
3. This example uses a Google form to trigger the automation, so we will continue by setting up a Google form.
   1. Open google forms
   2. Create a new form and include these fields in the form.
      1. First name
      2. Last name
      3. Email address
      4. Phone number
      5. Address
         1. Street
         2. City
         3. State
         4. Zip
      6. You can also add any custom field to the form you would like to collect, such as service requested, date of service, or anything else your business requires.
   3. Now, fill out the form to provide some test data to build the rest of your automation.
4. Back to Zapier, we will open the trigger step and test the trigger. This will pull up the test submission you just filled out. Select that form submission on the list and click "continue with selected results."
5. Now, it is time to assign all data collected in the form of the action steps in Zapier.
   1. Start with action step one - Creating a new customer
      1. Open the steps and click the App & Event tab
         1. Set the event to "Create Customer."
      2. Open the Account tab
         1. Login or select your previously logged-in Copilot account
      3. Open the Action tab
         1. This is where we will begin assigning the form data to the field in Copilot.
         2. List of field assignments
            1. Customer type: Use this field to set the type to assign this customer to, such as "Lead." Customer types can be edited or added in your Copilot setting on this page.
            2. Business name: This is also used for Full Name in Copilot. Select the form data combining First and Last names separated by a space like the screenshot below.
            3. First name
            4. Last name
            5. Email address
            6. Phone number
            7. Mobile number: Customer mobile phone number. This field is used in Copilot if you have a Copilot Enterprise account and would like toto use the texting feature to communicate with customers.
            8. Address: Street address
            9. Country: Use the drop-down menu to select the country that your business and customer are located in.
            10. City
            11. State
            12. Postal Code: Or Zip Code
         3. Once all data fields are mapped, click continue.
         4. Then click test step. This will use the test data from the form to run the action step and create a customer in Copilot.
         5. Open Copilot and find the customer that was created. Then, ensure that all the data was moved into the proper fields for the customer.
            
   2. Now open action step two - Creating a to-do
      1. Open the steps and click the App & Event tab
         1. Set the event to "Create To-Do."
      2. Open the Account tab
         1. Login or select your previously logged-in Copilot account
      3. Open the Action tab
         1. This is where we will begin assigning the form data to the field in Copilot to create a to-do
            
            1. Select to-do type: Single - this is a one-time scheduled event. Recurring - this is a recurring series of events.
            2. To-do title: This will be the title of the event generated on the schedule in Copilot.
            3. To-do type: Select a type to assign the to-do. These can be added or edited in your Copilot settings here.
            4. Description: This will fill in the "visit notes" section of the to-do.
            5. Customer:
               1. Click the customer box
               2. At the top of the list of assignable data, click the custom tab.
               3. Click on step 2. Create Customer in Copilot
               4. Find the customer ID field in the list and select it.
            6. Date: the date that the To-do will be added to the schedule.
            7. Show time: Yes - this will assign a specific start time to the to-do. No - this will NOT give a particular start time to the to-do.
            8. Estimated Time: This will set the budget hours assigned to the to-do.
         2. Once all data fields are mapped, click continue.
         3. Then click the test step. This will create a to-do on the schedule in Copilot using the data from the test form submission.
         4. Open Copilot and find the to-do on the schedule that was created. Then, ensure that all the data was moved into the proper fields for the event.
   3. Now open action step three - Email notification
      1. Open the steps and click the App & Event tab
         1. Set the event to "Send outbound email"
      2. Open the Action tab
      3. This is where we will begin filling in the information you would like to include in the email. Here are the fields to fill out:
         1. 1. To: The email address you would like to send this email to.
            2. Subject: the subject line of the email
            3. Body: This is where you can include any information collected from your form that would be helpful to know in this email notification. Here are some examples:
               1. Customer name
               2. Customer email
               3. Service requested
               4. We highly recommend including a link to the customer in Copilot to make your follow up actions very acessible. To include this information into the email follow these steps:
                  1. Click in the body of the email to open the "insert data" window
                  2. Select step 2. Create Customer in Copilot CRM
                  3. Find the "Customer Page Link" option and click to select.
            4. You can then customize the rest of the email form to your liking for options like setting a from name, reply to address (this could be your customers email), cc address, etc...
            5. Once all data fields are mapped, click continue.
         2. Then click the test step. This will send a test email to ensure the step is step up correctly.
6. Once all of these steps have been set up and the test have been validated you are done! Click publish in Zapier to make the automation live and running.

Now you can share the link to your work request form or add it on your website and that information will be automatically added to your Copilot account along with any other steps you would like to add to the automation!