Copilot CRM + Wix

Create new customers in Copilot CRM for every new automation rule in Wix

Improve efficiency in your customer management process with this automated workflow. When specific events occur in your Wix app, corresponding customer profiles are immediately created in your Copilot CRM. This useful automation simplifies your sales procedures, ensuring no potential client information gets lost in the shuffle.

When this happens...
Wix Custom Triggers
Trigger events using your pre-made Wix automations.
TriggerInstant
automatically do this!
Create Customer
Creates a new customer.
ActionWrite

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Supported triggers and actions

What does this mean?

- Automation RuleRequired
Trigger
Instant
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Bookings
Triggers when a session starts, ends or a client books or checks in.
Trigger
Instant
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Chat and Inbox
Triggers when a visitor is live on your site.
Trigger
Instant
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Blog
Triggers when a new blog post is published or a user comments on a post.
Trigger
Instant
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Pricing Plans
Trigger when a plan is purchased, canceled or soon to expire.
Trigger
Instant
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Online Programs
Triggers when members join, pay, leave or participants complete steps.
Trigger
Instant
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Restaurants
Triggers when there's activity in orders or a change in reservation statuses.
Trigger
Instant
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Inactive Customer
Triggers when a customer is made inactive.
Trigger
Scheduled
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New Expense
Triggers when a new expense is added.
Trigger
Scheduled
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New Payment
Triggers when a new payment is received.
Trigger
Scheduled
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New To-Do
Triggers when a new to-do is added.
Trigger
Scheduled
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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

eCommerce
Triggers when a cart with items is abandoned or an order is placed.
Trigger
Instant
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Events
Triggers when an event ends, a ticket is ordered or a guest joins the waitlist.
Trigger
Instant
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Members and Contacts
Triggers when members or contacts make posts or adjust group status.
Trigger
Instant
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Forms
Triggers when a form is submitted.
Trigger
Instant
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File Share
Triggers when folder access is requested or access is approved.
Trigger
Instant
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Loyalty and Referrals
Triggers when loyalty points is reached or when there is a successful referral.
Trigger
Instant
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Close Visit
Triggers when a visit to a customer is closed.
Trigger
Scheduled
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New Customer
Triggers when a new customer is added.
Trigger
Scheduled
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New Invoice
Triggers when a new invoice is added.
Trigger
Scheduled
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New Property
Triggers when a new property is added.
Trigger
Scheduled
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Visit Not Serviced
Triggers when a visit is marked as not serviced.
Trigger
Scheduled
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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

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 Wix

The Wix website builder gives businesses of any size the tools to create, manage and grow a fully integrated and dynamic online presence.

Learn more Help

Related categories

Website Builders

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

PRODUCTS

CAPABILITIES

By team

Copilot CRM + Wix

Create new customers in Copilot CRM for every new automation rule in Wix

Wix Custom Triggers

Bookings

Chat and Inbox

Blog

Pricing Plans

Online Programs

Restaurants

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

Item NameRequired

Item QuantityRequired

Item RateRequired

Item Tax Percent

Item Description

Discount Percent

Invoice Notes

Update Customer

CustomerRequired

Business Name

First Name

Last Name

Email Address

Phone Number

Address

Country

City

State

Postal Code

Tax Exempt

Find Customer

Search FieldRequired

Search ValueRequired

Find Property

Search FieldRequired

Search ValueRequired

eCommerce

Events

Members and Contacts

Forms

File Share

Loyalty and Referrals

Close Visit

New Customer

New Invoice

New Property

Visit Not Serviced

Create Estimate

CustomerRequired

Estimate Number

Estimate Date

Item NameRequired

Item QuantityRequired

Item RateRequired

Item Tax Percent

Item Description

Discount Percent