Connect Compass Wave and Markate 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 Estimate" from Compass Wave.

Add your action

An action happens after the trigger—such as "Create Customer" in Markate.

You’re connected!

Zapier seamlessly connects Compass Wave and Markate, 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 Estimate
Triggers when a new estimate is created.
Trigger
Instant
Try It
New Call From Kate-Ai Receptionist
Triggers when a new call is added by Kate-AI Receptionist.
Trigger
Polling
Try It
New Customer Group
Triggers when a new customer group is created.
Trigger
Polling
Try It
- Status
- Customer
Trigger
Polling
Try It
- Status
- Type
- Customer Source
Trigger
Polling
Try It

Work Order Completed
Triggers when a work order status changes to completed or invoiced.
Trigger
Polling
Try It
- Customer Type
  Required
- First Name
  Required
- Last Name
- Company
- Email
- Mobile
- Other Phone
- Billing Address
- Suite/Unit
- City
- Zip/Postal Code
- State
- Notes
- Customer Source
- Customer Group
Action
Write

- Customer Type
  Required
- Name
  Required
- Phone
- Other Phone
- Email
- Company
- Address
- Suite/Unit
- City
- Zip
- State
- Source
- Customer Source
- Lead Label
- Notes
Action
Write

Create Estimate
Creates an Estimate
Action
Write
New Customer
Triggers when a new customer is added.
Trigger
Polling
Try It
New Customer Source
Triggers when a new customer source is created.
Trigger
Polling
Try It
- Status
- Customer
Trigger
Polling
Try It
New Lead Label
Triggers when a new lead label is added.
Trigger
Polling
Try It
Work Order Scheduled
Triggers when a work order is scheduled.
Trigger
Polling
Try It
- Name
  Required
Action
Write

For AI agents & developers

Use Compass Wave and Markate with AI agents and code

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

Example actions on this page

Create Estimate
Create Customer

Works with

Claude · ChatGPT · Cursor · any MCP-compatible client

Connect Zapier MCP

Typescript

Call from code with the Zapier SDK

Trigger Compass Wave and Markate 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({ /* compass-wave / markate 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 have created over 25 million Zaps on the platform

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

Connect Compass Wave and Markate 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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Automate your way to actionable, up-to-date data

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Make work flow with AI

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

Learn about AI automation

About Compass Wave

Compass Wave is an online estimate tool created to quickly and efficiently capture leads.

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About Markate

Markate is a business management tool for home service providers, featuring CRM, job management, sales automation, and marketing capabilities.

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