Connect SendJim to Copilot CRM and automate any workflow
1. Choose a Trigger
An event that starts an automation
2. Choose an Action
The event an automation performs after it's triggered
Endless possibilities
Create your first workflow
Quickly connect SendJim to Copilot CRM with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate SendJim with Copilot CRM - no code necessary. See how you can get setup in minutes.
Connect SendJim and Copilot CRM to unlock the power of automation
With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.
Choose a Trigger
Start here![arrow pointing down](https://zapier-images.imgix.net/storage/files/9c1aabd458323126f32d71d501e91639.svg)
Start here![arrow pointing down](https://zapier-images.imgix.net/storage/files/9c1aabd458323126f32d71d501e91639.svg)
Choose an Action
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.
- FirstName
- LastName
- StreetAddressRequired
- CityRequired
- StateRequired
- PostalCodeRequired
- PhoneNumber
- Email
- Tags
- FirstName
- LastName
- StreetAddressRequired
- CityRequired
- StateRequired
- PostalCodeRequired
- PhoneNumber
- Email
- QuickSendRequired
- Inactive Customer
Triggers when a customer is made inactive.
Try It - New Expense
Triggers when a new expense is added.
Try It
- FirstName
- LastName
- StreetAddressRequired
- CityRequired
- StateRequired
- PostalCodeRequired
- PhoneNumber
- Email
- Number of neighbors to mailRequired
- Same street onlyRequired
- QuickSendRequired
- Close Visit
Triggers when a visit to a customer is closed.
Try It - New Customer
Triggers when a new customer is added.
Try It - New Invoice
Triggers when a new invoice is added.
Try It
Related categories
Related categories