- Products
Client Portal
Deliver a branded client experienceMessaging
Communicate with clients securelyInvoicing
Invoice clients and get paidTasks
Assign tasks to clients and stay organizedContracts
Create contracts and request eSignaturesFile Sharing
Share and organize documentsForms
Streamline data collectionStore
Make online storefronts
Features - Solutions
- Resources
- Pricing
Send channel messages in Slack when new clients are activated in Copilot
This automation fosters team communication and awareness. By sending channel messages in Slack when new clients are activated in Copilot, your team is immediately notified about new clients, enabling a quick response. This improves team coordination, facilitates faster onboarding, and enhances your ability to deliver efficient and personalized service.
