Copilot CRM + ZenMaid

Create new Copilot CRM customers from newly created ZenMaid contacts

Establish a streamlined process between ZenMaid and Copilot CRM with this convenient workflow. When a new contact is created in ZenMaid, this process will instantaneously create a customer profile in Copilot CRM, saving you time on data entry. It's an efficient solution to smoothly transfer valuable contact details from your cleaning service software to your customer relationship platform.

When this happens...
Contact Created
Triggers when a ZenMaid contact (lead or customer) is created.
TriggerInstant
automatically do this!
Create Customer
Creates a new customer.
ActionWrite

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Supported triggers and actions

Appointment Status Updated
Triggers when a ZenMaid Appointment status is modified.
Trigger
Instant
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Contact Created
Triggers when a ZenMaid contact (lead or customer) is created.
Trigger
Instant
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Invoice Created
Triggers when a new ZenMaid invoice is created.
Trigger
Instant
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One-Time Service Created
Triggers when a ZenMaid One-Time Service is created.
Trigger
Instant
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Recurring Service Cancelled
Triggers when a ZenMaid Recurring Service is cancelled.
Trigger
Instant
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Recurring Service Updated
Triggers when a ZenMaid Recurring Service is modified.
Trigger
Instant
Try It
- Customer First Name
- Customer Last Name
- Customer Email
- Customer Phone Number
- Service Address Line 1Required
- Service Address Line 2
- Service Address City
- Service Address State
- Service Address Postal Code
- Appointment Date
- Start Time
- End Time
- Bathrooms Count
- Bedrooms Count
- Manhours Count
- Square Feet Count
- Square Meters Count
- Price
- Last Professional Clean
- Custom Requests 1 Question
- Custom Requests 1 Answer
- Custom Requests 2 Question
- Custom Requests 2 Answer
- Custom Requests 3 Question
- Custom Requests 3 Answer
- Custom Requests 4 Question
- Custom Requests 4 Answer
- Custom Requests 5 Question
- Custom Requests 5 Answer
Action
Write

- First Name
- Last NameRequired
- Company Name
- Email
- Service Address Line 1
- Service Address Line 2
- Service Address Postal Code
- Service Address State
- Service Address City
- Phone Number
- Notes
- Note Is Private
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
Try It
New Payment
Triggers when a new payment is received.
Trigger
Polling
Try It
New To-Do
Triggers when a new to-do is added.
Trigger
Polling
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

Booking Created
Triggers when a new ZenMaid booking is created.
Trigger
Instant
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Contact Updated
Triggers when a ZenMaid contact (lead or customer) is modified.
Trigger
Instant
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Invoice Paid
Triggers when a ZenMaid invoice is paid.
Trigger
Instant
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One-Time Service Updated
Triggers when a ZenMaid One-Time Service is modified.
Trigger
Instant
Try It
Recurring Service Created
Triggers when a ZenMaid Recurring Service is created.
Trigger
Instant
Try It
- Start TimeRequired
- End TimeRequired
- Customer EmailRequired
- Service Address Line 1Required
- Service Address Postal Code
- Service Address State
- Service Address City
- Customer First Name
- Customer Last Name
- Customer Phone Number
Action
Write
- First NameRequired
- Last Name
- EmailRequired
- Phone Number
- Address Line 1
- Address Line 2
- Address City
- Address State
- Address Postal Code
- Birth Date
- Notes
- Pay Type
- Pay Rate
- Man Hour Cost
- Allow Sign In
- Allow Enter Time
- Hired Date
Action
Write
Close Visit
Triggers when a visit to a customer is closed.
Trigger
Polling
Try It
New Customer
Triggers when a new customer is added.
Trigger
Polling
Try It
New Invoice
Triggers when a new invoice is added.
Trigger
Polling
Try It
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
- 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.

Related categories

Sales & CRM

About ZenMaid

ZenMaid is a simple scheduling software for maid services - including automated communication, GPS clock times, payroll, reporting and much more.

Related categories

Scheduling & Booking

Copilot CRM + ZenMaid

Create new Copilot CRM customers from newly created ZenMaid contacts

Supported triggers and actions

Appointment Status Updated

Contact Created

Invoice Created

One-Time Service Created

Recurring Service Cancelled

Recurring Service Updated

Create Booking

Create Customer

Inactive Customer

New Expense

New Payment

New To-Do

Create Customer

Create Invoice

Update Customer

Find Customer

Find Property

Booking Created

Contact Updated

Invoice Paid

One-Time Service Updated

Recurring Service Created

Create Appointment

Create Cleaner

Close Visit

New Customer

New Invoice

New Property

Visit Not Serviced

Create Estimate

Create To-Do

Update Property

Find Payment

About Copilot CRM

Related categories

About ZenMaid

Related categories