Copilot CRM integrations
Use Nekton to connect Copilot CRM with thousands of other services, and automate your day-to-day tasks. Describe what you want to automate in plain language, and Nekton AI will create automation for you.
Automate Copilot CRM integrations with Nekton
Create automations that integrate Copilot CRM with other services
Nekton AI can integrate Copilot CRM with many online apps and tools.
Here are some popular integrations you can try to automate your Copilot CRM workflows:
Copilot CRM actions
Nekton can use any feature that is available in Copilot CRM API.
Using our advanced AI, you can easily create custom automations for Copilot CRM.
Here are some typical actions you can do in your automated workflows.
Create Estimate
Create a new estimate. Can currently create an estimate with just one line item.
Create To-Do
Creates a to-do item
Update Property
Update an existing property, Replaces only data that is set.
Find Payment
Enter the CoPilot CRM ID of the payment to find. (e.g., 20725)
Create Customer
Creates a new customer.
Create Invoice
Create a new invoice. Can currently create an invoice with just one line item.
Update Customer
Updates an existing customer. Replaces only data that is set.
Find Customer
Find an existing customer by business name or email address or customer ID.
Find Property
Finds an Asset.
Close Visit
Triggers when a visit to a customer is closed.
New Customer
Triggers when a new customer is added.
New Invoice
Triggers when a new invoice is added.
New Property
Triggers when a new property is added.
Visit Not Serviced
Triggers when a visit is marked as not serviced.
Inactive Customer
Triggers when a customer is made inactive.
New Expense
Triggers when a new expense is added.
New Payment
Triggers when a new payment is received.
New To-Do
Triggers when a new to-do is added.
About Copilot CRM
Copilot CRM automates business processes and workflows by scheduling, routing, automatic invoicing, payment processing, and online booking.