Copilot CRM Integrations

Name: Zapier
Availability: InStock

Put Copilot CRM to work with AI and enterprise-grade automation

Automate smarter with Copilot CRM and scale with confidence. Zapier is built for enterprise-grade security, compliance, and performance.

Start free with email

Continue with Google

Start free with email

Continue with Google

No-code AI automation
Full audit trails and controls
SOC 2 and GDPR compliant
Easy visual workflow builder
8,000+ apps, 450+ AI tools
Free tier available

Or pick an app to pair with

Jotform

Forms & Surveys

Google Forms

Forms & Surveys, Google

Google Sheets

Google, Spreadsheets

Xero

Accounting

Wix

Website Builders

Calendly

Scheduling & Booking

Squarespace Forms

Forms & Surveys

HubSpot

Marketing Automation

Gmail

Email, Google

Jotform

Forms & Surveys

Google Forms

Forms & Surveys, Google

Google Sheets

Google, Spreadsheets

Xero

Accounting

Wix

Website Builders

Calendly

Scheduling & Booking

Jotform

Forms & Surveys

Google Forms

Forms & Surveys, Google

Google Sheets

Google, Spreadsheets

Xero

Accounting

Wix

Website Builders

Calendly

Scheduling & Booking

Squarespace Forms

Forms & Surveys

HubSpot

Marketing Automation

Gmail

Email, Google

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Launch your first automated workflow

Add new Copilot CRM customers to Google Contacts
Details
Try it
Copilot CRM + Google Contacts
Create or update Xero contacts with new customers from Copilot CRM
Premium
Details
Try it
Copilot CRM + Xero
Enroll contacts in NiceJob when new payments are triggered in Copilot CRM
Details
Try it
Copilot CRM + NiceJob
Create new Copilot CRM customers from new Jotform submissions
Details
Try it
Jotform + Copilot CRM
Create new Copilot CRM customers from new Wix forms responses
Details
Try it
Wix + Copilot CRM
Create new Copilot CRM customers from new Google Forms form responses
Details
Try it
Google Forms + Copilot CRM

Add new Copilot CRM customers to Google Contacts

Details

Try it

Copilot CRM + Google Contacts

Create or update Xero contacts with new customers from Copilot CRM

Details

Try it

Copilot CRM + Xero

Enroll contacts in NiceJob when new payments are triggered in Copilot CRM

Details

Try it

Copilot CRM + NiceJob

Create new Copilot CRM customers from new Jotform submissions

Details

Try it

Jotform + Copilot CRM

Create new Copilot CRM customers from new Wix forms responses

Details

Try it

Wix + Copilot CRM

Create new Copilot CRM customers from new Google Forms form responses

Details

Try it

Google Forms + Copilot CRM

Create sales invoices in Xero for new invoices in Copilot CRM

Details

Try it

Copilot CRM + Xero

Add new Copilot CRM customers as HubSpot contacts

Details

Try it

Copilot CRM + HubSpot

Get Slack notifications for new Copilot CRM payments

Details

Try it

Copilot CRM + Slack

Add new Copilot CRM customers as Mailchimp subscribers

Details

Try it

Copilot CRM + Mailchimp

Create Google Calendar detailed events from new Copilot CRM close visit events

Details

Try it

Copilot CRM + Google Calendar

Add new Shopify customers to Copilot CRM

Details

Try it

Shopify + Copilot CRM

Create sales invoices in Xero for new invoices in Copilot CRM
Premium
Details
Try it
Copilot CRM + Xero
Add new Copilot CRM customers as HubSpot contacts
Details
Try it
Copilot CRM + HubSpot
Get Slack notifications for new Copilot CRM payments
Details
Try it
Copilot CRM + Slack
Add new Copilot CRM customers as Mailchimp subscribers
Details
Try it
Copilot CRM + Mailchimp
Create Google Calendar detailed events from new Copilot CRM close visit events
Details
Try it
Copilot CRM + Google Calendar
Add new Shopify customers to Copilot CRM
Premium
Details
Try it
Shopify + Copilot CRM

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.

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

- Customer
  Required
- Estimate Number
- Estimate Date
- Item Name
  Required
- Item Quantity
  Required
- Item Rate
  Required
- Item Tax Percent
- Item Description
- Discount Percent
- Estimate Notes
Action
Write
- Type
  Required
- To-do Title
  Required
- To-do Type
- Description
- Customer
- Property
Action
Write

- Property
  Required
- Property Name
- Property Size
- Property Size Type
- County Tax
- City Tax
- State Tax
- Address
- Country
- City
- State
- Postal Code
- Property Notes
Action
Write
- Search Field
  Required
- Search Value
  Required
Action
Search

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 Name
  Required
- First Name
- Last Name
- Email Address
- Phone Number
- Mobile Number
- Address
- Country
- City
- State
- Postal Code
Action
Write
- Customer
  Required
- Invoice Number
- Invoice Date
- Item Name
  Required
- Item Quantity
  Required
- Item Rate
  Required
- Item Tax Percent
- Item Description
- Discount Percent
- Invoice Notes
Action
Write
- Customer
  Required
- Business Name
- First Name
- Last Name
- Email Address
- Phone Number
- Address
- Country
- City
- State
- Postal Code
- Tax Exempt
Action
Write
- Search Field
  Required
- Search Value
  Required
Action
Search
- Search Field
  Required
- Search Value
  Required
Action
Search

Copilot CRM Help & Support

Common questions

Connect Your App Accounts to Zapier

Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

About Copilot CRM

Copilot CRM automates business processes and workflows by scheduling, routing, automatic invoicing, payment processing, and online booking.

HelpHelp

Related categories

Sales & CRM

Copilot CRM Integrations

Put Copilot CRM to work with AI and enterprise-grade automation

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Launch your first automated workflow

Add new Copilot CRM customers to Google Contacts

Create or update Xero contacts with new customers from Copilot CRM

Enroll contacts in NiceJob when new payments are triggered in Copilot CRM

Create new Copilot CRM customers from new Jotform submissions

Create new Copilot CRM customers from new Wix forms responses

Create new Copilot CRM customers from new Google Forms form responses

Add new Copilot CRM customers to Google Contacts

Create or update Xero contacts with new customers from Copilot CRM

Enroll contacts in NiceJob when new payments are triggered in Copilot CRM

Create new Copilot CRM customers from new Jotform submissions

Create new Copilot CRM customers from new Wix forms responses

Create new Copilot CRM customers from new Google Forms form responses

Create sales invoices in Xero for new invoices in Copilot CRM

Add new Copilot CRM customers as HubSpot contacts

Get Slack notifications for new Copilot CRM payments

Add new Copilot CRM customers as Mailchimp subscribers