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Feature Request

Enhanced Zapier Integrations (Action Events)
We’d like to see expanded capabilities for Zapier integrations, specifically for action events. This would allow users to trigger more detailed and versatile actions within CopilotCRM from Zapier, enabling better workflow automation and reducing the need for manual steps.
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: Add Trigger Condition for Visits Tied to a Service
Description: Currently, there’s no specific trigger condition in Sequence Automation for visits that are tied to a particular service. This limitation makes it difficult to create automations that respond to actions or statuses of specific service visits (e.g., when a visit for “Lawn Mowing” is completed). Proposed Feature: Add a new trigger condition under Sequence Automation that allows users to start a sequence based on visits linked to specific services. Example Use Case: Trigger an automation when a “Fertilization” visit is marked as completed. Send a reminder or follow-up email specific to that service.
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