Copilot CRM + Mollie

Copilot CRM + Mollie integrations

Create payment links in Mollie for new invoices in Copilot CRM

When a new invoice is generated in your Copilot CRM, this workflow instantly creates a corresponding payment link in Mollie. Minimize manual data entry and ensure prompt payment processing by seamlessly connecting your sales and payment platforms. Perfect for businesses looking to streamline their invoicing and payment procedures.

When this happens...
New InvoiceTriggers when a new invoice is added.
TriggerPolling
automatically do this!
Create Payment LinkThis creates a new payment link in Mollie.
ActionWrite

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More things you can do with Copilot CRM and Mollie

Discover other triggers and actions you can use with Copilot CRM and Mollie

Close Visit
Triggers when a visit to a customer is closed.
Trigger
Polling
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New Customer
Triggers when a new customer is added.
Trigger
Polling
Try It
New Invoice
Triggers when a new invoice is added.
Trigger
Polling
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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
- Property
Action
Write

- Property
  Required
- 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
- Live Mode
  Required
Trigger
Polling
Try It
- Live Mode
  Required
- Profile ID
Trigger
Polling
Try It
- Live Mode
  Required
Trigger
Polling
Try It
New Settlement
Triggers when a new settlement has been created.
Trigger
Polling
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- AmountCurrency
  Required
- AmountValue
  Required
- Profile ID
  Required
- Description
  Required
- Redirect URL
  Required
- Webhook URL
- Locale
- Payment Method
- Test mode
  Required
Action
Write
- Test mode
  Required
- Customer ID
  Required
Action
Search
- Live Mode
  Required
- ID
Action
Search

Inactive Customer
Triggers when a customer is made inactive.
Trigger
Polling
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New Expense
Triggers when a new expense is added.
Trigger
Polling
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New Payment
Triggers when a new payment is received.
Trigger
Polling
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New To-Do
Triggers when a new to-do is added.
Trigger
Polling
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- 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
- 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
New Invoice
Triggers when a new invoice has been created.
Trigger
Polling
Try It
- Live Mode
  Required
- Profile ID
Trigger
Polling
Try It
- Live Mode
  Required
- Profile ID
Trigger
Polling
Try It
- Test mode
  Required
- Profile ID
  Required
- AmountCurrency
  Required
- AmountValue
  Required
- Redirect URL
  Required
- Webhook URL
- Expires At
- Locale
  Required
- Payment Method
- OrderNumber
  Required
- BillingAddressOrganizationName
- BillingAddressTitle
- BillingAddressGivenName
  Required
- BillingAddressFamilyName
  Required
- BillingAddressEmail
  Required
- BillingAddressStreetAndNumber
  Required
- BillingAddressPostalCode
  Required
- BillingAddressCity
  Required
- BillingAddressCountry
  Required
- Type
- Category
- Name
  Required
- Quantity
  Required
- TotalAmountCurrency
  Required
- TotalAmountValue
  Required
- UnitPriceCurrency
  Required
- UnitPriceValue
  Required
- DiscountCurrency
- DiscountValue
- VatRate
  Required
- VatAmountCurrency
  Required
- VatAmountValue
  Required
- Sku
- ImageUrl
- ProductUrl
Action
Write
- AmountCurrency
  Required
- AmountValue
  Required
- Profile ID
  Required
- Webhook URL
- Expires At
- Description
  Required
- Test mode
  Required
Action
Write
- Test mode
  Required
- Order ID
  Required
- Embed Information
Action
Search
- Test mode
  Required
- Order ID
  Required
Action
Search

About Copilot CRM

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

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Related categories

Sales & CRM

About Mollie

Mollie is a licensed business specializing in processing online payments on behalf of merchants.

Learn moreLearn moreHelpHelp

Related categories

Payment Processing