Connect AnswerForce and Handoff to power AI-driven automation

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Choose a Trigger

Choose an Action

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Message" from AnswerForce.

Add your action

An action happens after the trigger—such as "Create Contact" in Handoff.

You’re connected!

Zapier seamlessly connects AnswerForce and Handoff, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

New Message
Triggers when a new message is taken.
Trigger
Instant
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New Contact
Triggers when a new contact (client, sub, vendor) is created.
Trigger
Instant
Try It
New Project
Triggers when a new project is created.
Trigger
Instant
Try It
Proposal Sent
Triggers when a proposal is sent to a client.
Trigger
Instant
Try It
- Project Name
  Required
- Status
- Client Name
- Client Email
- Client Phone
- Client Business Name
- Client Notes
- Client Street Address
- Client City
- Client State
- Client ZIP Code
- Project Street Address
- Project City
- Project State
- Project ZIP Code
- Integration Custom ID
Action
Write

- Project Name
  Required
- Status
- Client Name
- Client Email
- Client Phone
- Client Business Name
- Client Notes
- Client Street Address
- Client City
- Client State
- Client ZIP Code
- Project Street Address
- Project City
- Project State
- Project ZIP Code
- Integration Custom ID
- Estimate Description
  Required
Action
Write
- Project ID
  Required
- Estimate ID
  Required
- Sections Only
- Line by Item
- Page
- Page Size
Action
Search

- Search Query
  Required
- Contact Name
  Required
- Email
- Phone
- Business Name
- Notes
- Street Address
- City
- State
- ZIP Code
- Referral Source
Action
Search or write

- First Name
  Required
- Last Name
- Email
- Country Code
- Phone
- Address
- City
- State
- Zip
- Country
Action
Write
Invoice Paid
Triggers when a client pays an invoice.
Trigger
Instant
Try It
Proposal Approved
Triggers when a client approves a proposal. Includes the estimate ID so you can feed it directly into the 'Find Estimate' search action.
Trigger
Instant
Try It
- Contact Name
  Required
- Email
- Phone
- Business Name
- Notes
- Street Address
- City
- State
- ZIP Code
- Referral Source
Action
Write
- Project Name
  Required
- Status
- Client Name
- Client Email
- Client Phone
- Client Business Name
- Client Notes
- Client Street Address
- Client City
- Client State
- Client ZIP Code
- Project Street Address
- Project City
- Project State
- Project ZIP Code
- Integration Custom ID
- Document Title
- Document Content
  Required
- Photo URLs
- File URLs
Action
Write
- Search Query
  Required
Action
Search
- Search Query
- Project ID
- Integration Custom ID
Action
Search
- Search Query
- Project ID
- Integration Custom ID
- Project Name
  Required
- Status
- Client Name
- Client Email
- Client Phone
- Client Business Name
- Client Notes
- Client Street Address
- Client City
- Client State
- Client ZIP Code
- Project Street Address
- Project City
- Project State
- Project ZIP Code
Action
Search or write

For AI agents & developers

Use AnswerForce and Handoff with AI agents and code

Beyond Zap workflows. Call AnswerForce and Handoff actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.

No code

Connect via Zapier MCP

Expose AnswerForce and Handoff actions as tools in any MCP client. Authenticate once, then call them in natural language.

Example actions on this page

Create Contact
Create Contact

Works with

Claude · ChatGPT · Cursor · any MCP-compatible client

Connect Zapier MCP

Typescript

Call from code with the Zapier SDK

Trigger AnswerForce and Handoff actions from backend services, scripts, or agent code.

Install

# TypeScript / Node
npm install @zapier/zapier-sdk

Run an action

import { createZapierSdk } from '@zapier/zapier-sdk';

const zapier = createZapierSdk();
await zapier.runAction({ /* answerforce / handoff action */ });

Run the SDK docs

There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Connect AnswerForce and Handoff to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Make work flow with AI

Level up your AnswerForce to Handoff integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About AnswerForce

AnswerForce is a live answering service that helps small businesses stay connected with customers during business and off-hours with solutions like customer support, lead capture, appointment setting and more. The AnswerForce app lets you view the transcript of your customer calls, organize internal messages and supports a wide range of integrations with various other business tools.

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Related categories

Customer Support

About Handoff

Handoff is an AI-powered construction management platform for builders to capture leads, build estimates, send invoices, and run projects end-to-end.

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