DEAR Inventory + Copilot Integration

Connect DEAR Inventory to Copilot in 1 click

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1.
  • DEAR Inventory
    Order is authorized in DEAR Inventory Instant
  • DEAR Inventory
    Sale invoice is authorized in DEAR Inventory Instant
  • DEAR Inventory
    Stock level is updated in DEAR Inventory Instant
  • DEAR Inventory
    Shipment is authorized in DEAR Inventory Instant
  • DEAR Inventory
    Quote is authorized in DEAR Inventory Instant
  • DEAR Inventory
    Shipment tracking number is changed in DEAR Inventory Instant
  • DEAR Inventory
    Sale pick is authorized in DEAR Inventory Instant
  • DEAR Inventory
    Additional info is added to sale in DEAR Inventory Instant
  • DEAR Inventory
    Sale is void/ undone in DEAR Inventory Instant
  • DEAR Inventory
    Sale pack is authorized in DEAR Inventory Instant
  • DEAR Inventory
    Partial payment is created in DEAR Inventory Instant
  • DEAR Inventory
    Sale is backordered in DEAR Inventory Instant
  • DEAR Inventory
    Supplier is created/ updated in DEAR Inventory Instant
  • DEAR Inventory
    Credit note is authorized in DEAR Inventory Instant
  • DEAR Inventory
    Customer is created/ updated in DEAR Inventory Instant
  • DEAR Inventory
    Full payment is created in DEAR Inventory Instant
  • DEAR Inventory
    Attachment is added to sale in DEAR Inventory Instant
  • Copilot
    Payment is succeed in Copilot Instant
  • Copilot
    Client is created in Copilot Instant
  • Copilot
    Client is updated in Copilot Instant
  • Copilot
    Client is deleted in Copilot Instant
  • Copilot
    Client is activated in Copilot Instant
  • Copilot
    Client custom Field is updated in Copilot Instant
  • Copilot
    Company is created in Copilot Instant
  • Copilot
    Company is updated in Copilot Instant
  • Copilot
    Company is deleted in Copilot Instant
  • Copilot
    Contract is requested in Copilot Instant
  • Copilot
    Contract is signed in Copilot Instant
  • Copilot
    File is created in Copilot Instant
  • Copilot
    File is updated in Copilot Instant
  • Copilot
    File is deleted in Copilot Instant
  • Copilot
    Folder is created in Copilot Instant
  • Copilot
    Folder is updated in Copilot Instant
  • Copilot
    Folder is deleted in Copilot Instant
  • Copilot
    Form response is completed in Copilot Instant
  • Copilot
    Internal user is created in Copilot Instant
  • Copilot
    Internal user is deleted in Copilot Instant
  • Copilot
    Invoice is created in Copilot Instant
  • Copilot
    Invoice is updated in Copilot Instant
  • Copilot
    Invoice is deleted in Copilot Instant
  • Copilot
    Invoice is sent in Copilot Instant
  • Copilot
    Invoice is paid in Copilot Instant
  • Copilot
    Invoice is voided in Copilot Instant
  • Copilot
    Message channel is created in Copilot Instant
  • Copilot
    Message is sent in Copilot Instant
  • Copilot
    Note is created in Copilot Instant
  • Copilot
    Note is updated in Copilot Instant
  • Copilot
    Note is deleted in Copilot Instant
  • Copilot
    Notification is created in Copilot Instant
  • Copilot
    Price is created in Copilot Instant
  • Copilot
    Product is created in Copilot Instant
  • Copilot
    Product is updated in Copilot Instant
  • Copilot
    Task is created in Copilot Instant
  • Copilot
    Task is updated in Copilot Instant
  • Copilot
    Task is archived in Copilot Instant
  • Copilot
    Task is deleted in Copilot Instant
  • Copilot
    Task is completed in Copilot Instant
  • Copilot
    Payment is failed in Copilot Instant
  • Copilot
    Link is created in Copilot Instant
  • Copilot
    Link is updated in Copilot Instant
  • Copilot
    Link is deleted in Copilot Instant
  • Copilot
    Subscription is created in Copilot Instant
  • Copilot
    Subscription is canceled in Copilot Instant
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2.
  • DEAR Inventory
    Search sale in DEAR Inventory
  • DEAR Inventory
    Create sale in DEAR Inventory
  • DEAR Inventory
    Update sale in DEAR Inventory
  • DEAR Inventory
    Add attachment to sale in DEAR Inventory
  • DEAR Inventory
    Create customer in DEAR Inventory
  • DEAR Inventory
    Update customer in DEAR Inventory
  • DEAR Inventory
    Search customer in DEAR Inventory
  • DEAR Inventory
    Create stock adjustment in DEAR Inventory
  • DEAR Inventory
    Search product availability in DEAR Inventory
  • DEAR Inventory
    Add pack to sale in DEAR Inventory
  • DEAR Inventory
    Add shipment to sale in DEAR Inventory
  • DEAR Inventory
    Create supplier in DEAR Inventory
  • DEAR Inventory
    Update supplier in DEAR Inventory
  • DEAR Inventory
    Search supplier in DEAR Inventory
  • DEAR Inventory
    Create product in DEAR Inventory
  • DEAR Inventory
    Update product in DEAR Inventory
  • DEAR Inventory
    Search product in DEAR Inventory
  • DEAR Inventory
    Add payment to sale in DEAR Inventory
  • DEAR Inventory
    Search sale payments in DEAR Inventory
  • DEAR Inventory
    Search Sale Invoice in DEAR Inventory
  • Copilot
    Create client in Copilot
  • Copilot
    Search client in Copilot
  • Copilot
    Update client in Copilot
  • Copilot
    Delete client in Copilot
  • Copilot
    Create company in Copilot
  • Copilot
    Search company in Copilot
  • Copilot
    Update company in Copilot
  • Copilot
    Delete company in Copilot
  • Copilot
    Create contract in Copilot
  • Copilot
    Create note in Copilot
  • Copilot
    Create task in Copilot
  • Copilot
    Create folder in Copilot
  • Copilot
    Create link in Copilot
  • Copilot
    Create file channel in Copilot
  • Copilot
    Request form responses from client in Copilot
  • Copilot
    Create message channel in Copilot
  • Copilot
    Create message in Copilot
  • Copilot
    Create invoice in Copilot
  • Copilot
    Create subscription in Copilot
  • Copilot
    Create file in Copilot

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DEAR Inventory + Copilot Integration

Create Copilot task for new DEAR Inventory customer

If you're using DEAR Inventory and Copilot to manage your work, you'll want to make sure that customer-creation task are automatically created in Copilot. That way, you can easily keep track of who owes you what and when they're supposed to pay!
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Automations

Top 10 Most Popular DEAR Inventory Automations from
Integrately Community

Just click on the workflow you want to automate

DEAR Inventory logo
Telegram logo
Send Telegram message for new DEAR Inventory payment
Activate
DEAR Inventory logo
HubSpot logo
Create HubSpot contact for new DEAR Inventory customer
Activate
Salesforce logo
DEAR Inventory logo
Create DEAR Inventory customer from new Salesforce account
Activate
Xero logo
DEAR Inventory logo
Create DEAR Inventory customer from new Xero account
Activate
DEAR Inventory logo
ClickUp logo
Create ClickUp task for new DEAR Inventory customer
Activate
DEAR Inventory logo
Telegram logo
Send Telegram message for new DEAR Inventory payment
Activate
DEAR Inventory logo
HubSpot logo
Create HubSpot contact for new DEAR Inventory customer
Activate
Salesforce logo
DEAR Inventory logo
Create DEAR Inventory customer from new Salesforce account
Activate
Xero logo
DEAR Inventory logo
Create DEAR Inventory customer from new Xero account
Activate
DEAR Inventory logo
ClickUp logo
Create ClickUp task for new DEAR Inventory customer
Activate
DEAR Inventory logo
MySQL logo
Create MySQL row for new DEAR Inventory payment
Activate
DEAR Inventory logo
SMS Alert logo
Send SMS Alert message for new DEAR Inventory payment
DEAR Inventory logo
Push by Techulus logo
Send Push by Techulus message for new DEAR Inventory payment
DEAR Inventory logo
AiSensy logo
Send AiSensy template message for new DEAR Inventory payment
DEAR Inventory logo
Ziper logo
Send Ziper message for new DEAR Inventory payment
DEAR Inventory logo
MySQL logo
Create MySQL row for new DEAR Inventory payment
Activate
DEAR Inventory logo
SMS Alert logo
Send SMS Alert message for new DEAR Inventory payment
DEAR Inventory logo
Push by Techulus logo
Send Push by Techulus message for new DEAR Inventory payment
DEAR Inventory logo
AiSensy logo
Send AiSensy template message for new DEAR Inventory payment
DEAR Inventory logo
Ziper logo
Send Ziper message for new DEAR Inventory payment

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Create Copilot(Under review) task for new Trackabi task
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Create Copilot(Under review) task for new Workbooks CRM contact
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Create Copilot(Under review) task for new Workbooks CRM task
04
Sharetribe logo
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Create Copilot(Under review) task for new Sharetribe contact
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Zoho Expense logo
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Create Copilot(Under review) task for new Zoho Expense customer
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Create Copilot(Under review) task for new Smart Emailing contact
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Create Copilot(Under review) task for updated Smart Emailing contact
08
MyGadgetRepairs logo
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Create Copilot(Under review) task for new MyGadgetRepairs task
09
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Create Copilot(Under review) task for new MyGadgetRepairs contact
10
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Create Copilot(Under review) task for new MyGadgetRepairs event
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Want to automate something else in your workflow?

You Can Also Connect Copilot or DEAR Inventory With 1500+ Other Apps

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Copilot is a client portal platform for service businesses, offering tools for messaging, billing, e-signatures, file sharing, and custom apps—streamlining client management and collaboration.
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DEAR Inventory
Popular DEAR Inventory Integrations
DEAR Inventory helps you manage your inventory, purchases, sales, suppliers and customers in one easy to use system. It is an all-in-one end-to-end solution for eCommerce, retail stores and wholesalers.