Copilot CRM + Google Meet

Create meetings in Google Meet for new properties in Copilot CRM

Effortlessly schedule meetings in Google Meet whenever a new property is added in Copilot CRM with this seamless workflow. Save time and stay organized by automating your meeting scheduling process, ensuring you never miss an important discussion related to your properties. Enhance communication and stay on top of your tasks with this convenient, efficient automation.

When this happens...
New Property
Triggers when a new property is added.
TriggerScheduled
automatically do this!
Schedule a Meeting
Schedules a meeting.
ActionWrite

Start free with email

Start free with Google

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

Supported triggers and actions

What does this mean?

Close Visit
Triggers when a visit to a customer is closed.
Trigger
Scheduled
Try It
New Customer
Triggers when a new customer is added.
Trigger
Scheduled
Try It
New Invoice
Triggers when a new invoice is added.
Trigger
Scheduled
Try It
New Property
Triggers when a new property is added.
Trigger
Scheduled
Try It
Visit Not Serviced
Triggers when a visit is marked as not serviced.
Trigger
Scheduled
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
- CalendarRequired
- Summary
- Description
- Start Date & TimeRequired
- End Date & TimeRequired
- Attendee Emails
Action
Write

Inactive Customer
Triggers when a customer is made inactive.
Trigger
Scheduled
Try It
New Expense
Triggers when a new expense is added.
Trigger
Scheduled
Try It
New Payment
Triggers when a new payment is received.
Trigger
Scheduled
Try It
New To-Do
Triggers when a new to-do is added.
Trigger
Scheduled
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

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

About Google Meet

Google Meet is a video conferencing app. Using your browser, share your video, desktop, and presentations with teammates and customers.

Learn more

PRODUCTS

CAPABILITIES

By team

Copilot CRM + Google Meet

Create meetings in Google Meet for new properties in Copilot CRM

Close Visit

New Customer

New Invoice

New Property

Visit Not Serviced

Create Estimate

Estimate Number

Estimate Date

Item NameRequired

Item QuantityRequired

Item RateRequired

Item Tax Percent

Item Description

Discount Percent

Estimate Notes

Create To-Do

TypeRequired

To-do TitleRequired

To-do Type

Description

Customer

Property

Update Property

PropertyRequired

Property Name

Property Size

Property Size Type

County Tax

City Tax

State Tax

Address

Country

City

State

Postal Code

Property Notes

Find Payment

Search FieldRequired

Search ValueRequired

Schedule a Meeting

CalendarRequired

Summary

Description

Start Date & TimeRequired

End Date & TimeRequired

Attendee Emails

Inactive Customer

New Expense

New Payment

New To-Do

Create Customer

Customer Type

Business NameRequired

First Name

Last Name

Email Address

Phone Number

Mobile Number

Address

Country

City

State

Postal Code

Create Invoice

CustomerRequired

Invoice Number

Invoice Date