Copilot CRM + Twenty

Create new customers in Copilot CRM from updated records in Twenty

Streamline your customer management with this seamless workflow. Whenever a new record is added within Twenty, a new customer is instantly created in Copilot CRM. This allows you to efficiently keep track of all customer-related information in one unified hub, saving time and reducing manual data entry. Enhance your business productivity with this simple yet effective process.

When this happens...
Record Trigger
Triggers when a Record is created, updated, deleted or destroyed.
TriggerInstant
automatically do this!
Create Customer
Creates a new customer.
ActionWrite

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Supported triggers and actions

- Record NameRequired
- OperationRequired
Trigger
Instant
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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
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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
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Visit Not Serviced
Triggers when a visit is marked as not serviced.
Trigger
Polling
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- 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

- Record NameRequired
- OperationRequired
Action
Write
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 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.

Related categories

Sales & CRM

About Twenty

Twenty is a modern Open-Source CRM platform.

Learn more

Related categories

CRM (Customer Relationship Management)

Copilot CRM + Twenty

Create new customers in Copilot CRM from updated records in Twenty

Supported triggers and actions

Record Trigger

Close Visit

New Customer

New Invoice

New Property

Visit Not Serviced

Create Estimate

Create To-Do

Update Property

Find Payment

Create, Update or Delete Record

Inactive Customer

New Expense

New Payment

New To-Do

Create Customer

Create Invoice

Update Customer

Find Customer

Find Property

About Copilot CRM

Related categories

About Twenty

Related categories