Copilot CRM + Google Calendar

Create to-dos in Copilot CRM for new Google Calendar events

Stay organized and never miss a task with this convenient workflow. When a new event is created in your Google Calendar, it translates into a 'To-Do' task in your Copilot CRM. This seamless integration between Google Calendar and Copilot CRM ensures you keep track of your commitments by making every calendar event a part of your CRM's to-do list, enhancing productivity and time management.

When this happens...
New Event
Triggers when an event is created.
TriggerInstant
automatically do this!
Create To-Do
Creates a to-do item
ActionWrite

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Supported triggers and actions

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
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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
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 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