Workever seamlessly integrates with Zapier to automate and streamline your workflows by connecting with thousands of apps.
This integration allows you to create custom workflows using a range of triggers and actions, eliminating repetitive tasks and reducing manual data entry. Whether it’s updating job statuses, sending notifications, or syncing customer data, Workever and Zapier work together to enhance efficiency, saving time and improving overall productivity.
Triggers
New Contact - Initiate a Zap when a new contact is created
New Quote - Trigger a Zap when a new quote is created
Accepted Quote - Trigger a Zap when a quote is accepted
New Job - Trigger a Zap when a new job is created
Completed Job - Initiate a Zap when the status of a job has been changed to Completed
New Invoice - Action a Zap when a new invoice has been created
Paid Invoice - Initiate a Zap when a payment is added to an invoice and the status is changed to Paid
Overdue Invoice - Initiate a Zap when the status of an invoice is changed to Overdue
New Asset - Trigger a Zap when a new asset is created
Actions
Create
Create Commercial Contact - The action creates a commercial customer in Workever
Create Residential Contact - This action creates a residential customer in Workever
Create Quote - A new quote will be created in your Workever account
Create Job - A new job will be created in your Workever account
Create Invoice - A new invoice will be created in Workever
Create Asset - A new asset will be created in Workever
Search
Find Contact - A search will be initiated in the Contacts section in Workever
Find Quote - A search will be initiated in the Quotes section in Workever
Find Job - A search will be initiated in the Jobs section in Workever
Find Invoice - A search will be initiated in the Invoices section in Workever
Find Asset - A search will be initiated in the Assets section in Workever
How to get started?
To get started you will need an active Workever and Zapier account.
You can create the accounts by clicking the links below:
https://zapier.com/ - for a new Zapier account
,https://workever.app/setup-new-trial - for a new Workever account
How to connect Workever and Zapier
By following the steps below you will be able to connect your Zapier account to Workever:
Step 1
Log in to your Workever account and go to Settings > Integrations > Click "Enable" next to the Zapier integration option.
Step 2
Log in to your Zapier account. The integration will show as 'Active' and you can disable it at any time by clicking the 'Disable' button.
How to start using the Zapier integration
After connecting to Zapier you will be ready to automate your workflow. To automate your workflow you will need to create the specific triggers and actions you want to use, customizing the settings to fit your needs.
To automate your workflow you will need to follow the steps below:
Step 1
Click the Create option and then select the Zaps option to create a Zap
Step 2
Click on the Trigger option
Step 3
Search for the "Workever" app from the "Choose trigger" list and click on the Workever option.
Step 4
Select an Event from the drop-down, click on Continue and click the Test Trigger option. This will create a trigger
Step 5
Sign in to your Workever account through Zapier
Step 6
Click on the Actions option
Step 7
Select an Event from the drop-down and click on Continue, this will create an action another app of your choosing.
For example: Whenever an invoice is marked as Overdue in Workever an email will be sent through Gmail
