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Zapier makes it easy to integrate Copilot CRM with EKM - no code necessary. See how you can get setup in minutes.

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Close Visit" from Copilot CRM.

Add your action

An action happens after the trigger—such as "Create Customer" in EKM.

You’re connected!

Zapier seamlessly connects Copilot CRM and EKM, automating your workflow.

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25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your Copilot CRM to EKM integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

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Connect Copilot CRM and EKM to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Integration categories

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

triggers, actions, or triggers and actions

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
- Customer
  Required
- Estimate Number
- Estimate Date
- Item Name
  Required
- Item Quantity
  Required
- Item Rate
  Required
- Item Tax Percent
- Item Description
- Discount Percent
- Estimate Notes
Action
Write
- Type
  Required
- To-do Title
  Required
- To-do Type
- Description
- Customer
  Required
- Property
Action
Write
- Property
- Property Name
- Property Size
- Property Size Type
- County Tax
- City Tax
- State Tax
- Address
- Country
- City
- State
- Postal Code
- Property Notes
Action
Write
- Search Field
  Required
- Search Value
  Required
Action
Search
New Customer(s)
Triggers when new Customers are created in your account.
Trigger
Polling
Try It
New Paid Order(s)
Triggers when a new order is added that payment has been taken for.
Trigger
Polling
Try It
New Order Status
Triggers when a new Order Status is created in your account.
Trigger
Polling
Try It
New Product
Triggers when a new Product is created in your account.
Trigger
Polling
Try It
- First Name
- Last Name
- Last Login Date
- Order Count
- Loyalty Points
- Created Date
- Modified Date
- Email Address
- Last Login Attempt Date
- Locked
- Locked Date
- Lock End Date
- Is Subscribed to Newsletter?
- Send Account Created Email?
Action
Write
- Product Id
  Required
- Name
  Required
- Description
- Number in Stock
  Required
- Price
  Required
- RRP. Defaults to 0.
- Should charge delivery? Defaults to true.
- Is a special offer? Defaults to true.
- Product Weight. Defaults to 0.
- Can be added to cart? Defaults to true.
- Is tax applicable? Defaults to true.
- Is live? Defaults to true.
  Required
- Last Modified
  Required
Action
Write

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 Name
  Required
- First Name
- Last Name
- Email Address
- Phone Number
- Mobile Number
- Address
- Country
- City
- State
- Postal Code
Action
Write
- Customer
  Required
- Invoice Number
- Invoice Date
- Item Name
  Required
- Item Quantity
  Required
- Item Rate
  Required
- Item Tax Percent
- Item Description
- Discount Percent
- Invoice Notes
Action
Write
- Customer
  Required
- Business Name
  Required
- First Name
- Last Name
- Email Address
- Phone Number
- Address
- Country
- City
- State
- Postal Code
- Tax Exempt
Action
Write
- Search Field
  Required
- Search Value
  Required
Action
Search
- Search Field
  Required
- Search Value
  Required
Action
Search
- Order Status
  Required
Trigger
Polling
Try It
New Orders
Triggers when new Orders are created in your account.
Trigger
Polling
Try It
- Order Status
  Required
Trigger
Polling
Try It
- Parent Product Id
  Required
Trigger
Polling
Try It
- Name
  Required
- Description
- Number in Stock
  Required
- Price
  Required
- RRP. Defaults to 0.
- Should charge delivery? Defaults to true.
- Is a special offer? Defaults to true.
- Product Weight. Defaults to 0.
- Can be added to cart? Defaults to true.
- Is tax applicable? Defaults to true.
- Is live? Defaults to true.
  Required
- Last Modified
  Required
Action
Write
- Parent Product Id
  Required
- Name
  Required
- Description
- Number in Stock
  Required
- Price
  Required
- RRP. Defaults to 0.
- Should charge delivery? Defaults to true.
- Is a special offer? Defaults to true.
- Product Weight. Defaults to 0.
- Can be added to cart? Defaults to true.
- Is tax applicable? Defaults to true.
- Is live? Defaults to true.
  Required
- Last Modified
  Required
Action
Write

About Copilot CRM

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

Related categories

About EKM

EKM is an eCommerce provider based in the UK that helps you sell online.

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