CleanOps Integrations

Name: Zapier
Availability: InStock

Beta

CRM (Customer Relationship Management)

Put CleanOps to work with AI and enterprise-grade automation

Automate smarter with CleanOps and scale with confidence. Zapier is built for enterprise-grade security, compliance, and performance.

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Airtable

Databases

ActiveCampaign

Marketing Automation

Airtable

Databases

ActiveCampaign

Marketing Automation

Airtable

Databases

ActiveCampaign

Marketing Automation

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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 Customer
Triggers when a new customer is created.
Trigger
Instant
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New Invoice
Triggers when a new invoice is created.
Trigger
Instant
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Invoice Sent
Triggers when an invoice is sent to a customer.
Trigger
Instant
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Cancelled Job
Triggers when a job is cancelled.
Trigger
Instant
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New Job
Triggers when a new job is created.
Trigger
Instant
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Media Uploaded
Triggers when a photo or file is uploaded.
Trigger
Instant
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Plan Occurrence Generated
Triggers when a maintenance plan generates a new scheduled job.
Trigger
Instant
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New Quote
Triggers when a new quote is created.
Trigger
Instant
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Quote Sent
Triggers when a quote is sent to a customer.
Trigger
Instant
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Service Request Converted to Quote
Triggers when a service request is converted into a quote.
Trigger
Instant
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- Full Name
  Required
- Email
- Phone Country
- Phone Number
- Street Address
- City
- State
- ZIP Code
Action
Write
- Customer
  Required
- Quote
- Scheduled Start Time
  Required
- Duration (Hours)
- Street Address
- City
- State
- ZIP Code
- Surface Type
  Required
- Description
- Quantity
  Required
- Unit
  Required
- Complexity
  Required
- Technician
  Required
- Hourly Rate
- Add Technician Labor to Expenses
- Notes
Action
Write
- Customer
  Required
- Requested Date
- Street Address
- City
- State
- ZIP Code
- Country
- Surface Type
  Required
- Quantity
  Required
- Unit
- Complexity
- Notes
Action
Write
- Invoice ID
  Required
Action
Search
- Quote ID
  Required
Action
Search

Updated Customer
Triggers when a customer is updated.
Trigger
Instant
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Invoice Paid
Triggers when an invoice is paid.
Trigger
Instant
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Job Assigned
Triggers when technicians are assigned to a job.
Trigger
Instant
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Completed Job
Triggers when a job is marked completed.
Trigger
Instant
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Job Rescheduled
Triggers when a job is rescheduled to a new time.
Trigger
Instant
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New Maintenance Plan
Triggers when a new maintenance plan is created.
Trigger
Instant
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Quote Accepted
Triggers when a customer accepts a quote.
Trigger
Instant
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Quote Declined
Triggers when a customer declines a quote.
Trigger
Instant
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Service Request Converted to Job
Triggers when a service request is approved and converted into a job.
Trigger
Instant
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New Service Request
Triggers when a new service request is submitted.
Trigger
Instant
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- Customer
  Required
- Quote
- Jobs
- Street Address
- City
- State
- ZIP Code
- Surface Type
  Required
- Description
- Unit
- Quantity
  Required
- Complexity
- Unit Price
  Required
- Discount Amount ($)
- Discount Percent (%)
- Tax (%)
- Invoice Date
  Required
- Due Date
  Required
- Payment Term
- Note to Customer
- Show Job Photos
- Include Payment Link
- Offer 3% Cash/Check Discount
Action
Write
- Customer
  Required
- Service Request
- Street Address
- City
- State
- ZIP Code
- Surface Type
  Required
- Description
- Unit
- Quantity
  Required
- Complexity
- Unit Price
  Required
- Discount Amount ($)
- Discount Percent (%)
- Tax (%)
- Note to Customer
- Include Liability Waiver
- Include Disclaimers
- Offer 3% Cash/Check Discount
Action
Write
- Search Query
  Required
Action
Search
- Job ID
  Required
Action
Search
- Service Request ID
  Required
Action
Search

CleanOps Help & Support

Common questions

Connect Your App Accounts to Zapier

Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

About CleanOps

CleanOps is a CRM for cleaning businesses that handles scheduling, quotes, invoicing, customers, and payments in one place.

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Related categories

CRM (Customer Relationship Management)

Popular CleanOps Integrations

Airtable

ActiveCampaign

CleanOps Integrations

Put CleanOps to work with AI and enterprise-grade automation

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

CleanOps Help & Support

Common questions

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Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

Popular CleanOps Integrations

Popular CleanOps Integrations

Connect Your App Accounts to Zapier