Create integrations between SendJim and Copilot CRM to automate any workflow
Create your first workflow
Quickly automate workflows with SendJim and Copilot CRM using Zapier's templates.
Our most popular template
How Zapier works
Zapier lets you build automated workflows between two or more apps—no code necessary. These workflows are called Zaps, and this is how they work.
A trigger is where automation begins
Now it's time for action
And that's it! You've just created a Zap.
Connect your tools and unlock the power of automation
With Zapier's 6,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
FirstName
LastName
StreetAddressRequired
CityRequired
StateRequired
PostalCodeRequired
PhoneNumber
Email
Tags
FirstName
LastName
StreetAddressRequired
CityRequired
StateRequired
PostalCodeRequired
PhoneNumber
Email
QuickSendRequired
Inactive Customer
Triggers when a customer is made inactive.
Try ItNew Expense
Triggers when a new expense is added.
Try It
FirstName
LastName
StreetAddressRequired
CityRequired
StateRequired
PostalCodeRequired
PhoneNumber
Email
Number of neighbors to mailRequired
Same street onlyRequired
QuickSendRequired
Close Visit
Triggers when a visit to a customer is closed.
Try ItNew Customer
Triggers when a new customer is added.
Try ItNew Invoice
Triggers when a new invoice is added.
Try It