Connect LUQA CRM and Autopilot
Integrate LUQA CRM with Autopilot to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular LUQA CRM + Autopilot flows
Start from a real workflow other teams are already running.
Choose a trigger
LUQA CRM
When this happens...
- Request a new Trigger for LUQA CRM
Choose an action
Autopilot
Automatically do this!
Create Client
Update Client
Find Clients
Add Client Address
Create Job
Update Job
Find Jobs
Create Invoice
Update Invoice
Record Invoice Payment
Find Invoices
Create Estimate
Update Estimate
Find Estimates
Add Line Item
Create New Lead in LUQA CRM when New Client in Autopilot
Use this flowCreate New Lead in LUQA CRM when Updated Client in Autopilot
Use this flowCreate New Lead in LUQA CRM when New Job in Autopilot
Use this flowCreate New Lead in LUQA CRM when Updated Job in Autopilot
Use this flowCreate New Lead in LUQA CRM when New Invoice in Autopilot
Use this flowCreate New Lead in LUQA CRM when Updated Invoice in Autopilot
Use this flowCreate New Lead in LUQA CRM when New Estimate in Autopilot
Use this flowCreate New Lead in LUQA CRM when Updated Estimate in Autopilot
Use this flowSupported Triggers & Actions
Everything you can automate between LUQA CRM and Autopilot.
When this happensTriggers
A trigger is an event that starts a workflow.
New Client
Runs when a new client or lead is added. Optionally only clients or only leads.
Updated Client
Runs when a client changes, including addresses and tags.
New Job
Runs when a new job is created.
Updated Job
Runs when a job is updated, optionally only for a chosen status.
New Invoice
Runs when a new invoice is created.
Updated Invoice
Runs when an invoice or its payments are updated. Optionally only for a chosen status.
Do thisActions
Action is the task that follows automatically within your LUQA CRM integrations.
Create New Lead
Create a lead with contact details, priority, owner, and optional address, tax numbers, or comments.
Create Client
Create a client or lead with contact details, service address and tags.
Update Client
Update a client's contact info, type, billing address, notes or preferences. Requires client ID; empty fields unchanged.
Find Clients
Search clients and leads by text, email, phone, type, tag or creation date.
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.
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 LUQA CRM
Luca CRM is a comprehensive customer relationship management tool designed to streamline your sales and customer service processes. With features that enhance contact management, sales tracking, and customer interaction, Luca CRM helps businesses build stronger relationships and improve customer satisfaction.
Learn moreSimilar apps
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
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your LUQA CRM and Autopilot 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 LUQA CRM and Autopilot 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 Autopilot. No coding required.
Yes. You can set up a workflow where LUQA CRM triggers actions in Autopilot, and a separate workflow where Autopilot triggers actions in LUQA CRM. 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 LUQA CRM and Autopilot. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire LUQA CRM and Autopilot integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
