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Copilot CRM + Gmail

Send Gmail emails for new Copilot CRM payments

Use this integration to send an email to your customer whenever a new payment is placed on your Copilot CRM account. This Zap keeps your responsive to new payments with no added clicks or keystrokes.

Use this integration to send an email to your customer whenever a new payment is placed on your Copilot CRM account. This Zap keeps your responsive to new payments with no added clicks or keystrokes.

  1. When this happens...
    Copilot CRMCopilot CRM
    New Payment

    Triggers when a new payment is received.

    TriggerScheduled
  2. automatically do this!
    GmailGmail
    Send Email

    Triggers when a new e-mail appears in the specified mailbox.

    ActionWrite
Start free with email
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Supported triggers and actions

What does this mean?
  • Copilot CRM triggers, actions, and search

    Close Visit

    Triggers when a visit to a customer is closed.

    Trigger
    Scheduled
    Try It
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About Copilot CRM

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

Related categories

  • Sales & CRM
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