Copilot CRM + Google Calendar

Create detailed events in Google Calendar for new properties in Copilot CRM

Stay on top of your real estate business by seamlessly integrating your Copilot CRM with Google Calendar. With this workflow, whenever you add a new property in Copilot CRM, an automatic detailed event will be created in your Google Calendar, helping you track important details and deadlines associated with that property. This way, you can better manage your time and never miss a crucial update.

When this happens...
New Property
Triggers when a new property is added.
TriggerPolling
automatically do this!
Create Detailed Event
Create an event by defining each field.
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
New Calendar
Triggers when a calendar is created.
Trigger
Polling
Try It
- CalendarRequired
- Search Term
Trigger
Polling
Try It
- CalendarRequired
- Expand Recurring Events
Trigger
Instant
Try It
- CalendarRequired
- Search TermRequired
Trigger
Polling
Try It
- NameRequired
- Description
Action
Write
- CalendarRequired
- Summary
- Description
- Location
- Add Conferencing?
- Start Date & TimeRequired
- End Date & TimeRequired
- Repeat Frequency
- Repeat Until
- Repeat How Many Times?
- All day
- Color
- Attendees
- Visibility
- Use Default Reminders?
- Reminders
- Minutes Before Reminders
- Show me as Free or Busy
- Guests Can Modify Event
- Event Type
Action
Write
- Source CalendarRequired
- EventRequired
- Destination CalendarRequired
- Send Notifications
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- CalendarRequired
- Expand Recurring Events
- Search Term
- Start Time Before
- End Time After
- Event Type
Action
Search
- Show Hidden Calendars
- Show Deleted Calendars
- Minimum Access Role
Action
Search
- CalendarRequired
- Expand Recurring Events
- Search Term
- Start Time Before
- End Time After
- Event Type
- Summary
- Description
- Location
- Add Conferencing?
- Start Date & TimeRequired
- End Date & TimeRequired
- Repeat Frequency
- Repeat Until
- Repeat How Many Times?
- All day
- Color
- Attendees
- Visibility
- Use Default Reminders?
- Reminders
- Minutes Before Reminders
- Show me as Free or Busy
- Guests Can Modify Event
- Event Type
Action
Search or 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
- CalendarRequired
Trigger
Polling
Try It
- CalendarRequired
- Time Before
- Time Before (Unit)
- Search Term
Trigger
Polling
Try It
- CalendarRequired
Trigger
Instant
Try It
- CalendarRequired
- EventRequired
- Attendee/sRequired
Action
Write
- CalendarRequired
- EventRequired
- Notify Attendees?
Action
Write
- CalendarRequired
- Describe EventRequired
- Attendees
Action
Write
- CalendarRequired
- EventRequired
- Summary
- Description
- Location
- Start Date & Time
- End Date & Time
- Repeat Frequency
- Repeat Until
- Repeat How Many Times?
- All day
- Color
- Attendees
- Visibility
- Use Default Reminders?
- Reminders
- Minutes Before Reminders
- Show me as Free or Busy
Action
Write
- CalendarRequired
- Event IDRequired
Action
Search
- Calendar
- Start Time
- End Time
Action
Search
- CalendarRequired
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 Google Calendar

Google Calendar lets you organize your schedule and share events with co-workers and friends. With Google's free online calendar, it's easy to keep track of your daily schedule.

Learn more