Copilot CRM

Articles relating to the "Integrations" tab in Copilot

Integrations

Setup Guide: QuickBooks Online Sync

Articles relating to the QuickBooks Sync feature in Copilot

QuickBooks Online Sync

Setup Guide: P4P Integration

Articles relating to connecting P4P with Copilot

Pay 4 Performance (P4P)

Zapier moves info between your web apps automatically so that you can focus on your most important work.

Getting started with Zapier

Managing Zaps

Create Zaps

Learn Key Concepts in Zapier

Setting Up a Zap Trigger

Setting Up a Zap Action

Add Delays to Zaps

Add Conditions to Zaps with Filters

View and Manage Zap History

Use Zapier to make a custom Work Request Form for Copilot

Example of Setting Up a Zap

Articles relating to connecting Zapier to Copilot

Zapier

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