Connect Waybook and Bilflo 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 "Document Published" from Waybook.

Add your action

An action happens after the trigger—such as "Create Client Address" in Bilflo.

You’re connected!

Zapier seamlessly connects Waybook and Bilflo, 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.

Document Published
Triggers when a document is published.
Trigger
Instant
Try It
Step Completed
Triggers when a team member completes a step.
Trigger
Instant
Try It
Subject Completed
Triggers when a team member completes a subject.
Trigger
Instant
Try It
- Name
  Required
- Email
  Required
- Role
  Required
Action
Write
- Client ID
- First Name
- Last Name
- Title
- Phone
- Phone Ext
- Email
Action
Write

- Client ID
  Required
- Contractor ID
  Required
- Contractor Type
  Required
- Time Card Method ID
  Required
- Overtime Rule ID
  Required
- Job Title
  Required
- Start Date
  Required
- End Date
  Required
- First Week Ending Date
  Required
- isPerDiemEnabled
- isExpensesEnabled
- isSickTimeEnabled
- isWaiveMealPeriod
- isAllowSkipLunch
- Burden Type ID
  Required
- Burden Manual
- Workers CompCode ID
- Week Count
- Week End Day
Action
Write
- First Name
- Middle Name
- Last Name
- Title
- Email
- Phone
- Phone extension
- State
- State subject to Tax
- State working
- Federal Filing status
- State Filing status
- Federal Allowances
- State Allowances
- Address 1
- Address 2
- City
- Zip Code
- Gender
- is1099
- Contractor Company
- Reverse synced
- isSickTimeEnabled
- isVacationTimeEnabled
- isHealthInsuranceEnabled
Action
Write

- Client ID
- PO Number
- Expiration Date
- Starting Balance
- Notify Days Before Expiring
- Notify Balance Falls Below
- Notify Users IDs
- AssignJob IDs
Action
Write
- First Name
- Middle Name
- Last Name
- Title
- Email
- Phone
- Phone extension
- isThemeEnable
- isRegistered
- Department ID
- Team Member Type
- Gender
- Address 1
- Address 2
- City
- State
- Zip Code
- isSickTimeEnabled
- isHealthInsuranceEnabled
- isTrackCompensation
- isVacationTimeEnabled
- Compensation Type
Action
Write
- Business Name
  Required
Action
Write
- Contractor ID
  Required
Action
Search
- Client ID
Action
Search
- Client ID
Action
Search
- Client ID
  Required
Action
Search
- Client ID
  Required
- Business Name
  Required
Action
Search or write

Document Completed
Triggers when a team member completes a document.
Trigger
Instant
Try It
Test Step Submission
Triggers when a test submission is made.
Trigger
Instant
Try It
- Name
  Required
Action
Write
- Client ID
  Required
- Company Name
  Required
- Department
- Contact Name
- Address
  Required
- Suite
- City
- State
  Required
- Zip Code
Action
Write
- Job ID
- Invoice Group ID
Action
Write
- Job ID
  Required
- End Date
  Required
Action
Write
- User ID
  Required
- Contractor ID
  Required
- Job ID
  Required
- Date Effective
- Work Status
  Required
Action
Write
- Custom field ID
  Required
- Item name
  Required
Action
Write
- User ID
- Date Effective
- Status
Action
Write
- Job ID
  Required
Action
Search
- User ID
  Required
Action
Search
- Client ID
Action
Search
- Client ID
Action
Search
- Client ID
  Required
- Company Name
  Required
- Department
- Contact Name
- Address
  Required
- Suite
- City
- State
  Required
- Zip Code
Action
Search or write

For AI agents & developers

Use Waybook and Bilflo with AI agents and code

Beyond Zap workflows. Call Waybook and Bilflo 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 Waybook and Bilflo actions as tools in any MCP client. Authenticate once, then call them in natural language.

Example actions on this page

Create Subject
Create Client Address

Works with

Claude · ChatGPT · Cursor · any MCP-compatible client

Connect Zapier MCP

Typescript

Call from code with the Zapier SDK

Trigger Waybook and Bilflo 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({ /* waybook / bilflo 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

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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 Waybook and Bilflo 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

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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 Waybook to Bilflo integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About Waybook

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About Bilflo

Bilflo is a time collection, invoicing, and business intelligence tool for staffing companies to manage their back office.