Copilot CRM + SendJim

Create contacts in SendJim from new customers in Copilot CRM

Effortlessly manage your new customers with this simple and efficient workflow. Once a new customer is added in the Copilot CRM app, their details will instantly be used to create a new contact in the SendJim app. This automation provides a seamless flow of data that supports timely communication and fosters better customer relationships. Save time, eliminate manual data entry and ensure accurate customer information with this practical solution.

When this happens...
New Customer
Triggers when a new customer is added.
TriggerPolling
automatically do this!
Create Contact
Create a contact in SendJim
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
- TimingRequired
- Templates
Trigger
Instant
Try It
- First Name
- Last Name
- Address Line 1Required
- Address Line 2
- CityRequired
- StateRequired
- Postal CodeRequired
- Phone Number
- Email
- Number of neighbors to mailRequired
- Same street onlyRequired
- QuickSendRequired
- Tags
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
- First Name
- Last Name
- Address Line 1Required
- Address Line 2
- CityRequired
- StateRequired
- Postal CodeRequired
- Phone Number
- Email
- Tags
Action
Write
- First Name
- Last Name
- Address Line 1Required
- Address Line 2
- CityRequired
- StateRequired
- Postal CodeRequired
- Phone Number
- Email
- QuickSendRequired
- Tags
Action
Write

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 SendJim

SendJim is a way to quickly send custom gifts, postcards, and more to your customers.

Learn more

Related categories

Marketing

Copilot CRM + SendJim

Create contacts in SendJim from new customers 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

Recipient Scans QR Code From SendJim Mailing

Send Neighbor Mailing

Inactive Customer

New Expense

New Payment

New To-Do

Create Customer

Create Invoice

Update Customer

Find Customer

Find Property

Create Contact

Send QuickSend

About Copilot CRM

Related categories

About SendJim

Related categories