Connect Autopilot and ATZ CRM
Integrate Autopilot with ATZ CRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Autopilot + ATZ CRM flows
Start from a real workflow other teams are already running.
Choose a trigger
Autopilot
When this happens...
- Request a new Trigger for Autopilot
Choose an action
ATZ CRM
Automatically do this!
Create Candidate
Update candidate
Create Contact
Update Contact
Create Organization
Update Deal
Create job opening
Update Organization
Update Job
Create Folder
Update Folder
Add Note to Record
Add Record to Folder
Add Candidate to Job
Create Call Log
List Users
Get Contacts
Remove Candidate From a Job
Get Candidates
List Jobs
Change Talent Stage
Find Talent Funnel Stages
Enroll Contact or Candidate in Sequence
Unenroll From Sequence
Search Sequences
Create Client in Autopilot when Contact Added in ATZ CRM
Use this flowAdd Client Address to Autopilot when Contact Added in ATZ CRM
Use this flowCreate Job in Autopilot when Contact Added in ATZ CRM
Use this flowCreate Invoice in Autopilot when Contact Added in ATZ CRM
Use this flowRecord Invoice Payment in Autopilot when Contact Added in ATZ CRM
Use this flowCreate Client in Autopilot when Candidate Added in ATZ CRM
Use this flowAdd Client Address to Autopilot when Candidate Added in ATZ CRM
Use this flowCreate Job in Autopilot when Candidate Added in ATZ CRM
Use this flowCreate Invoice in Autopilot when Candidate Added in ATZ CRM
Use this flowRecord Invoice Payment in Autopilot when Candidate Added in ATZ CRM
Use this flowSupported Triggers & Actions
Everything you can automate between Autopilot and ATZ CRM.
When this happensTriggers
A trigger is an event that starts a workflow.
Contact Added
Add a new contact to ATZ CRM.
Candidate Added
Create a candidate profile in ATZ CRM for tracking and follow-up.
Candidate Updated
Update a candidate's details in ATZ CRM.
Candidate Deleted
Remove a candidate record from ATZ CRM.
Contact Deleted
Triggered when a contact is deleted from ATZ CRM.
Contact Updated
Add a new contact or update an existing contact in ATZ CRM.
Do thisActions
Action is the task that follows automatically within your Autopilot integrations.
Create Client
Create a client or lead with contact details, service address and tags.
Add Client Address
Add a service address to a client, optionally as the primary address.
Create Job
Create a job for a client with schedule, crew, line items and discount.
Create Invoice
Create an invoice for a client, optionally from a job, with line items and discount.
Record Invoice Payment
Record a manual payment, such as cash or check, on an invoice.
Create Estimate
Create an estimate for a client with line items, discount, visit schedule and technicians.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About Autopilot
Autopilot is a CRM and field service management app for home service businesses: clients, jobs, scheduling, estimates, invoices and payments.
Learn moreSimilar apps
About ATZ CRM
ATZ CRM is a comprehensive customer relationship management platform designed to streamline your sales and customer service processes. It offers tools for managing contacts, tracking sales, and enhancing customer interactions, making it ideal for businesses looking to improve their customer engagement and sales efficiency.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Autopilot and ATZ CRM accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Autopilot and ATZ CRM as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach ATZ CRM. No coding required.
Yes. You can set up a workflow where Autopilot triggers actions in ATZ CRM, and a separate workflow where ATZ CRM triggers actions in Autopilot. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Autopilot and ATZ CRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Autopilot and ATZ CRM integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
