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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 VisitTriggers when a visit to a customer is closed. Try ItTriggerPolling
- New CustomerTriggers when a new customer is added. Try ItTriggerPolling
- New InvoiceTriggers when a new invoice is added. Try ItTriggerPolling
- New PropertyTriggers when a new property is added. Try ItTriggerPolling
- Inactive CustomerTriggers when a customer is made inactive. Try ItTriggerPolling
- New ExpenseTriggers when a new expense is added. Try ItTriggerPolling
- New PaymentTriggers when a new payment is received. Try ItTriggerPolling
- New To-DoTriggers when a new to-do is added. Try ItTriggerPolling
Copilot CRM Help & Support
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