Copilot CRM + StreetFair

Create neighborhood visits in StreetFair for newly-closed visits in Copilot CRM

Automatically get credit on StreetFair for closed visits in Copilot CRM. This helps build your reputation in the neighborhood and get more jobs, without requiring manual updates.

When this happens...
Close Visit
Triggers when a visit to a customer is closed.
TriggerPolling
automatically do this!
Create Neighborhood Offer
Creates a neighborhood offer in StreetFair
ActionWrite

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Supported triggers and actions

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
- First Name
- Last Name
- Full Name
- Type
- Lead Source
- Status
- Description
- Scheduled Start
- Scheduled End
- Full Address
- Street Address
- Street Address 2
- City
- State
- Zip Code
- Latitude
- Longitude
- Partner
- Job Number
- Email
- Phone
- Total Amount
- Tags
- Notes
Action
Write

Inactive Customer
Triggers when a customer is made inactive.
Trigger
Polling
Try It
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

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 StreetFair

StreetFair connects homeowners with neighborhood-trusted home service businesses.

Learn more

Related categories

Marketing Automation

Copilot CRM + StreetFair

Create neighborhood visits in StreetFair for newly-closed visits in Copilot CRM

Supported triggers and actions

Close Visit

New Customer

New Invoice

New Property

Visit Not Serviced

Create Estimate

Create To-Do

Update Property

Find Payment

Create Neighborhood Offer

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 StreetFair

Related categories