Copilot CRM + Deep Lawn

Create new to-dos in Copilot CRM for every new order in Deep Lawn

Stay on top of your Deep Lawn orders and streamline your tasks with this efficient workflow. When a new order comes in from Deep Lawn, a corresponding to-do is created in your Copilot CRM. This automation ensures you never miss tracking an order and helps keeping your tasks in Copilot CRM organized and updated. Enhance your productivity with this seamless connection between Deep Lawn and Copilot CRM.

When this happens...
New Order
Triggers when new order is created in Deep Lawn.
TriggerInstant
automatically do this!
Create To-Do
Creates a to-do item
ActionWrite

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Supported triggers and actions

New Order
Triggers when new order is created in Deep Lawn.
Trigger
Instant
Try It
New Lead
Triggers when new lead is created in Deep Lawn.
Trigger
Instant
Try It
- Search Term (Address)Required
Action
Search
- Search Term (Address)Required
Action
Search
Inactive Customer
Triggers when a customer is made inactive.
Trigger
Polling
Try It

New Expense
Triggers when a new expense is added.
Trigger
Polling
Try It
New Payment
Triggers when a new payment is received.
Trigger
Polling
Try It

New To-Do
Triggers when a new to-do is added.
Trigger
Polling
Try It
- Customer Type
- Business NameRequired
- First Name
- Last Name
- Email Address
- Phone Number
- Mobile Number
- Address
- Country
- City
- State
- Postal Code
Action
Write
- CustomerRequired
- Invoice Number
- Invoice Date
- Item NameRequired
- Item QuantityRequired
- Item RateRequired
- Item Tax Percent
- Item Description
- Discount Percent
- Invoice Notes
Action
Write
- CustomerRequired
- Business Name
- First Name
- Last Name
- Email Address
- Phone Number
- Address
- Country
- City
- State
- Postal Code
- Tax Exempt
Action
Write
- Search FieldRequired
- Search ValueRequired
Action
Search
- Search FieldRequired
- Search ValueRequired
Action
Search

New Quote
Triggers when new quote is created in Deep Lawn.
Trigger
Instant
Try It
- Search Term (Address)Required
Action
Search
- Search Term (Address)Required
Action
Search
Close Visit
Triggers when a visit to a customer is closed.
Trigger
Polling
Try It
New Customer
Triggers when a new customer is added.
Trigger
Polling
Try It
New Invoice
Triggers when a new invoice is added.
Trigger
Polling
Try It
New Property
Triggers when a new property is added.
Trigger
Polling
Try It
Visit Not Serviced
Triggers when a visit is marked as not serviced.
Trigger
Polling
Try It
- CustomerRequired
- Estimate Number
- Estimate Date
- Item NameRequired
- Item QuantityRequired
- Item RateRequired
- Item Tax Percent
- Item Description
- Discount Percent
- Estimate Notes
Action
Write
- TypeRequired
- To-do TitleRequired
- To-do Type
- Description
- Customer
- Property
Action
Write
- PropertyRequired
- Property Name
- Property Size
- Property Size Type
- County Tax
- City Tax
- State Tax
- Address
- Country
- City
- State
- Postal Code
- Property Notes
Action
Write
- Search FieldRequired
- Search ValueRequired
Action
Search

About Copilot CRM

Copilot CRM automates business processes and workflows by scheduling, routing, automatic invoicing, payment processing, and online booking.

Related categories

Sales & CRM

About Deep Lawn

Deep Lawn is a sales tool for lawn care and pest control companies combining AI and geospatial data into an all-in-one e-commerce and sales tool.

Related categories

CRM (Customer Relationship Management)

Copilot CRM + Deep Lawn

Create new to-dos in Copilot CRM for every new order in Deep Lawn

Supported triggers and actions

New Order

New Lead

Find Lead

Find Quote

Inactive Customer

New Expense

New Payment

New To-Do

Create Customer

Create Invoice

Update Customer

Find Customer

Find Property

New Quote

Find Service Area

Find Order

Close Visit

New Customer

New Invoice

New Property

Visit Not Serviced

Create Estimate

Create To-Do

Update Property

Find Payment

About Copilot CRM

Related categories

About Deep Lawn

Related categories