Copilot CRM + StreetFair

Copilot CRM + StreetFair integrations

Create neighborhood visits in StreetFair for newly-closed visits in Copilot CRM

Automatically get credit on StreetFair for closed visits in Copilot CRM. This helps build your reputation in the neighborhood and get more jobs, without requiring manual updates.

When this happens...
Close VisitTriggers when a visit to a customer is closed.
TriggerPolling
automatically do this!
Create Neighborhood OfferCreates a neighborhood offer in StreetFair
ActionWrite

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

More things you can do with Copilot CRM and StreetFair

Discover other triggers and actions you can use with Copilot CRM and StreetFair

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

- Customer
  Required
- Estimate Number
- Estimate Date
- Item Name
  Required
- Item Quantity
  Required
- Item Rate
  Required
- Item Tax Percent
- Item Description
- Discount Percent
- Estimate Notes
Action
Write
- Type
  Required
- To-do Title
  Required
- To-do Type
- Description
- Customer
- Property
Action
Write

- Property
  Required
- Property Name
- Property Size
- Property Size Type
- County Tax
- City Tax
- State Tax
- Address
- Country
- City
- State
- Postal Code
- Property Notes
Action
Write
- Search Field
  Required
- Search Value
  Required
Action
Search
- First Name
- Last Name
- Full Name
- Type
- Lead Source
- Status
- Description
- Scheduled Start
- Scheduled End
- Full Address
- Street Address
- Street Address 2
- City
- State
- Zip Code
- Latitude
- Longitude
- Partner
- Job Number
- Email
- Phone
- Total Amount
- Tags
- Notes
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 Name
  Required
- First Name
- Last Name
- Email Address
- Phone Number
- Mobile Number
- Address
- Country
- City
- State
- Postal Code
Action
Write
- Customer
  Required
- Invoice Number
- Invoice Date
- Item Name
  Required
- Item Quantity
  Required
- Item Rate
  Required
- Item Tax Percent
- Item Description
- Discount Percent
- Invoice Notes
Action
Write
- Customer
  Required
- Business Name
- First Name
- Last Name
- Email Address
- Phone Number
- Address
- Country
- City
- State
- Postal Code
- Tax Exempt
Action
Write
- Search Field
  Required
- Search Value
  Required
Action
Search
- Search Field
  Required
- Search Value
  Required
Action
Search

About Copilot CRM

Copilot CRM automates business processes and workflows by scheduling, routing, automatic invoicing, payment processing, and online booking.

HelpHelp

Related categories

Sales & CRM

About StreetFair

StreetFair connects homeowners with neighborhood-trusted home service businesses.

Learn moreLearn moreHelpHelp

Related categories

Marketing Automation