Copilot

Manage a Copilot client portal from your flows. Agents onboard clients and companies, create and list invoices, read contracts, and look up internal team members to keep service operations in sync.

9 actions API key available

Copilot website ↗ Platform Documentation ↗ Capability data verified 2026-07-28

A proposal comes back signed from the e-signature tool

Create Company adds the client organization to the portal

Create Client onboards the primary contact, which starts their portal invitation

List Internal Users resolves the account manager who owns the engagement

The flow assembles the first invoice's line items from the signed proposal

The account manager reviews the amounts before any bill reaches the client

Create Invoice issues the approved invoice in the portal

The billing channel gets the client, invoice number, and total

What This Integration Enables

Copilot is the client portal for service businesses, which makes it the one system your clients actually see. Everything behind it can be messy; what surfaces in the portal cannot. FlowRunner agents run the mechanics that keep the portal true: onboarding new clients and companies the moment an engagement starts, raising invoices when billable events happen, and reconciling the portal's roster against the CRM and accounting so the client-facing surface never contradicts the back office. One design fact shapes everything on this page: Copilot has no internal draft state an invoice can wait in unseen, so the draft stage has to live in the workflow, which is exactly where FlowRunner puts it. - Onboard clients and companies automatically from signups, signed proposals, and CRM events - Raise invoices from line items as part of billing and fulfillment workflows - Read contracts to know which agreements are signed, pending, or missing - Audit clients, companies, invoices, and contracts on a schedule for clean reporting - Resolve internal team members so ownership and notifications route correctly

Without FlowRunner

Onboarding is a checklist someone runs Portal invite, folder setup, and first invoice happen whenever the busiest person remembers

Billing lags delivery Work finishes weeks before the invoice goes out because invoicing is a batch chore

Portal and back office drift apart The client list in Copilot, the CRM, and the accounting system tell three different stories

With FlowRunner

Signature to live portal in minutes The signed proposal creates the company, the client, and the welcome experience in one pass

Invoices raise themselves, approval included Line items assemble from the source event and a person signs off before the client sees a number

One client roster everywhere Copilot, the CRM, and accounting stay reconciled on a schedule, with drift flagged instead of discovered

Use Case Scenarios

The signup that onboards itself

A new engagement form arrives from [Typeform](/integrations/typeform). The flow calls Create Company for the organization, Create Client for each contact with their email, and the portal invitation goes out while the sales call is still warm. List Internal Users resolves the assigned account manager, who gets a [Slack](/integrations/slack) ping with the new client's details and a reminder of what the first week looks like.

Billing that tracks delivery, not the calendar

When a project phase completes in the PM tool, the flow drafts the phase invoice: line items from the engagement record, amounts in cents, billed to the right client resolved through List Clients. After the account manager approves, Create Invoice issues it, and the client sees the bill in the same portal where they have watched the work progress. A mirror entry posts to [QuickBooks Online](/integrations/quickbooks-online) so accounting closes the month without chasing anyone.

The weekly book-of-business report

Every Monday, the flow pages through List Clients, List Companies, List Invoices, and List Contracts, and builds the operating picture in [Google Sheets](/integrations/google-sheets): active clients per company, unpaid invoices with aging, contracts still awaiting signature. Clients with an unsigned contract and an issued invoice get flagged first, because delivering work without a signed agreement is the kind of drift this report exists to catch. The report closes with a delta against last week, so the Monday meeting starts from what changed, not from rereading the whole roster.

Human-in-Loop Highlight

Create Invoice is a write that lands in front of a client with your company's name on it. The amounts are specified in the smallest currency unit, which is exactly where automation bites: a line item passed in dollars instead of cents is a bill either a hundred times too large or laughably small, and the client sees it in their portal before anyone internal opens the books. Copilot has no concept of an unsent internal draft the client cannot see, so the draft stage has to live in the workflow. FlowRunner agents assemble every invoice's line items, total them, and hold: here is the client, here are the items, here is the sum, here is the source event that generated them. The account manager approves, and only then does Create Invoice issue the bill. Agents do the assembly and the arithmetic every time; the number a client is asked to pay is approved by a person every time.

Agent processes routinely

Detects exception requiring judgment

Clear match Continues automatically

Ambiguous Routes to human via preferred channel

Human decides

Agent resumes with decision

Agent Capabilities

9 actions

Clients

List Clients Retrieves a paginated list of the individual clients served in the portal, filterable by company, with cursor-based pagination. Each client carries name, email, and company association.
Get Client Retrieves a single client's full details by ID, including invitation status and timestamps. The check on whether an onboarded client has actually activated.
Create Client Creates a client from first name, last name, and a portal-unique email, optionally associated with a company. The onboarding step that triggers the client's portal experience.

Companies

List Companies Retrieves a paginated list of the client organizations in the portal. Company IDs group clients and scope invoices.
Create Company Creates a client organization from its name, returning the ID used to associate clients and scope billing.

Billing

List Invoices Retrieves a paginated list of invoices, filterable by the client billed, each with status, line items, and total. The feed behind aging reports and accounting reconciliation.
Create Invoice Creates an invoice for a client from line items, each with a description and an amount in the smallest currency unit. The client-facing write this page's human gate protects.

Contracts

List Contracts Retrieves a paginated list of the agreements sent to clients for signature, filterable by recipient, each with its status. The check that work in progress has paper behind it.

Team

List Internal Users Retrieves the members of your own team with access to the portal, with name, email, and role. The lookup that routes ownership, approvals, and notifications to the right person.

Frequently Asked Questions

What can FlowRunner do with Copilot?

FlowRunner agents can run List Clients, Get Client, and Create Client in Copilot, plus 6 more actions.

Does connecting Copilot to FlowRunner require OAuth?

No. Copilot connects to FlowRunner with an API key, no OAuth flow required.

Can Copilot trigger a FlowRunner workflow automatically?

Copilot doesn't currently expose triggers in FlowRunner. It connects as an action step inside workflows started by another trigger.

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