Eworks Manager Integrations

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Availability: InStock

Do more with Eworks Manager integrations

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Google Sheets

Google, Spreadsheets

FLG

CRM (Customer Relationship Management)

Microsoft Outlook

Calendar, Email, Microsoft

Mailchimp

Email Newsletters

Pleo

Accounting

HubSpot

Marketing Automation

Google Calendar

Calendar, Google

Jotform

Forms & Surveys

WooCommerce

eCommerce, WordPress

Google Sheets

Google, Spreadsheets

FLG

CRM (Customer Relationship Management)

Microsoft Outlook

Calendar, Email, Microsoft

Mailchimp

Email Newsletters

Pleo

Accounting

HubSpot

Marketing Automation

Google Sheets

Google, Spreadsheets

FLG

CRM (Customer Relationship Management)

Microsoft Outlook

Calendar, Email, Microsoft

Mailchimp

Email Newsletters

Pleo

Accounting

HubSpot

Marketing Automation

Google Calendar

Calendar, Google

Jotform

Forms & Surveys

WooCommerce

eCommerce, WordPress

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Quickly automate Eworks Manager integrations with Zapier's templates

Add new Eworks Manager customers as HubSpot companies
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Eworks Manager + HubSpot
Add new Eworks Manager appointments as Google Calendar events
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Eworks Manager + Google Calendar
Add new Eworks Manager customers to Mailchimp as subscribers
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Eworks Manager + Mailchimp
Add/Update Mailchimp subscribers when Eworks Manager customers are updated
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Eworks Manager + Mailchimp
Create Trustpilot invitations for newly-completed jobs in Eworks Manager
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Eworks Manager + Trustpilot
Add new Eworks Manager customers as Salesforce records
Premium
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Eworks Manager + Salesforce

Add new Eworks Manager customers as HubSpot companies

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Eworks Manager + HubSpot

Add new Eworks Manager appointments as Google Calendar events

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Eworks Manager + Google Calendar

Add new Eworks Manager customers to Mailchimp as subscribers

Details

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Eworks Manager + Mailchimp

Add/Update Mailchimp subscribers when Eworks Manager customers are updated

Details

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Eworks Manager + Mailchimp

Create Trustpilot invitations for newly-completed jobs in Eworks Manager

Details

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Eworks Manager + Trustpilot

Add new Eworks Manager customers as Salesforce records

Details

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Eworks Manager + Salesforce

Create Trustpilot invitations when Eworks Manager invoices are paid

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Eworks Manager + Trustpilot

Create Facebook posts when new customers are created in Eworks Manager

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Eworks Manager + Facebook Pages

Add new Facebook Lead Ads leads to Eworks Manager

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Facebook Lead Ads + Eworks Manager

Create Google Sheets rows for new Eworks Manager jobs

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Eworks Manager + Google Sheets

Create tags in Pleo for new jobs in Eworks Manager

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Eworks Manager + Pleo

Add new Pleo expenses to Eworks Manager

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Pleo + Eworks Manager

Create Trustpilot invitations when Eworks Manager invoices are paid
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Eworks Manager + Trustpilot
Create Facebook posts when new customers are created in Eworks Manager
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Eworks Manager + Facebook Pages
Add new Facebook Lead Ads leads to Eworks Manager
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Facebook Lead Ads + Eworks Manager
Create Google Sheets rows for new Eworks Manager jobs
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Eworks Manager + Google Sheets
Create tags in Pleo for new jobs in Eworks Manager
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Eworks Manager + Pleo
Add new Pleo expenses to Eworks Manager
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Pleo + Eworks Manager

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.

Appointment Accepted
Triggers when an appointment is accepted.
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Appointment Cancelled
Triggers when an appointment is cancelled.
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Appointment Declined
Triggers when an appointment is declined.
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Appointment on Route
Triggers when an appointment status changed to on route.
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Appointment Status Changed
Triggers when appointment status is changed.
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Expense Authorised
Triggers when an expense is authorised.
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Expense Updated
Triggers when an expense is updated.
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Invoice Paid
Triggers when an invoice is paid.
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Item Updated
Triggers when an item is updated.
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Job Authorised
Triggers when a job is Authorised.
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Job Completed
Triggers when a job is completed.
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Job on Hold
Triggers when a job status is changed to On Hold.
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Job Updated
Triggers when a job is updated.
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Lead Rejected
Triggers when a lead is rejected.
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New Appointment
Triggers when a new job appointment is created.
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New Expense
Triggers when a new expense is created.
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New Item
Triggers when a new Item is created.
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New Lead
Triggers when a new lead is created.
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New Quote
Triggers when a new quote is created.
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Purchase Order Approved
Triggers when a purchase order is approved.
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Purchase Order Paid
Triggers when a purchase order is paid.
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Quote Accepted
Triggers when a quote is accepted.
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Quote Updated
Triggers when a quote is updated.
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- Customer Type
  Required
- Customer Name
  Required
- Full Name
  Required
- Email Address
- Telephone
- Address
  Required
- City
- County
- Postcode
- Country
- Notes
Action
Write
- Customer Name
  Required
- Invoice Date
  Required
- Due Date
- Terms
- Notes
- Customer Notes
- Purchase Order Ref
- Job Order Ref
- Item Code
  Required
- Item Description
- Account Code
- Tax Rate
- Quantity
- Discount Type
- Discount Value
- Cost Price
- Price
Action
Write
- Customer Name
  Required
- Job Type
- Start Date
  Required
- Complete By
  Required
- Short Description
  Required
- Description
- Customer Notes
- Notes
- Item Code
  Required
- Item Description
- Quantity
- Cost Price
- Price
Action
Write
- Supplier Name
  Required
- Customer Name
  Required
- Purchase Date
  Required
- Payment Terms
- Supplier Notes
- Delivery Notes
- Notes
Action
Write
- Supplier Name
  Required
- Full Name
  Required
- Email Address
- Telephone
- Address
  Required
- City
- County
- Postcode
- Country
Action
Write
- Item Code
  Required
Action
Search
- Invoice Ref
  Required
Action
Search
- Purchase Order Ref
Action
Search
- Customer Name
  Required
- Full Name
  Required
- Address
  Required
- Customer Type
  Required
- Email Address
- Telephone
- City
- County
- Postcode
- Country
- Notes
Action
Search or write
- Supplier Name
  Required
- Full Name
  Required
- Email Address
- Telephone
- Address
  Required
- City
- County
- Postcode
- Country
Action
Search or write

Appointment Action Required
Triggers when an appointment status is action required.
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Appointment Completed
Triggers when an appointment is completed.
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Appointment on Hold
Triggers when an appointment status is changed to on hold.
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Instant
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Appointment on Site
Triggers when an appointment status is changed to on site.
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Customer Updated
Triggers when a customer is updated.
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Instant
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Expense Paid
Triggers when an expense is paid.
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Instant
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Invoice Cancelled
Triggers when an invoice is cancelled.
Trigger
Instant
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Invoice Updated
Triggers when an invoice is updated.
Trigger
Instant
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Job Action Required
Triggers when a job status is changed to Action Required.
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Job Cancelled
Triggers when a job is Cancelled.
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Job in Progress
Triggers when a job status is changed to In Progress.
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Instant
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Job Status Changed
Triggers when a job status is changed.
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Lead Authorised
Triggers when a lead is authorised.
Trigger
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Lead Updated
Triggers when a lead is updated.
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New Customer
Triggers when a new customer is created.
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Instant
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New Invoice
Triggers when a new invoice is created.
Trigger
Instant
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New Job
Triggers when a new job is created.
Trigger
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New Purchase Order
Triggers when a new purchase order is created.
Trigger
Instant
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New Supplier
Triggers when a new supplier is created.
Trigger
Instant
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Purchase Order Cancelled
Triggers when a purchase order is cancelled.
Trigger
Instant
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Purchase Order Updated
Triggers when a purchase order is updated.
Trigger
Instant
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Quote Rejected
Triggers when a quote is rejected.
Trigger
Instant
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Supplier Updated
Triggers when a supplier is updated.
Trigger
Instant
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- Expense Name
  Required
- Net Amount
  Required
- VAT Amount
  Required
- Expense Date
  Required
- Reference
- Billable?
- Authorised?
- Paid?
- Notes
Action
Write
- Item Type
  Required
- Item Category
  Required
- Item Name
  Required
- Item Code
  Required
- Cost Price
- Price
- Item Description
Action
Write
- Full Name
  Required
- Company Name
  Required
- Email Address
- Telephone
- Mobile
- Address
  Required
- City
- County
- Postcode
- Country
Action
Write
- Customer Name
  Required
- Quote Date
- Expiry Date
- Preferred Job Date
- Preferred Job Time
- Description
- Customer Notes
- Terms
- Notes
Action
Write
- Customer Name
  Required
- Full Name
  Required
- Address
  Required
Action
Search
- Supplier Name
  Required
Action
Search
- Job Ref
  Required
Action
Search
- Quote Ref
  Required
Action
Search
- Item Code
  Required
- Item Type
  Required
- Item Category
  Required
- Item Name
  Required
- Cost Price
- Price
- Item Description
Action
Search or write

Eworks Manager Help & Support

Common issues

How to Get Started with Eworks Manager on Zapier

About Eworks Manager

Eworks Manager is an award-winning Job Management software that allows your business to manage jobs and projects from Quote through to invoice

HelpHelp

Related categories

Project Management

Eworks Manager Integrations

Do more with Eworks Manager integrations

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Quickly automate Eworks Manager integrations with Zapier's templates

Add new Eworks Manager customers as HubSpot companies

Add new Eworks Manager appointments as Google Calendar events

Add new Eworks Manager customers to Mailchimp as subscribers

Add/Update Mailchimp subscribers when Eworks Manager customers are updated

Create Trustpilot invitations for newly-completed jobs in Eworks Manager

Add new Eworks Manager customers as Salesforce records

Add new Eworks Manager customers as HubSpot companies

Add new Eworks Manager appointments as Google Calendar events

Add new Eworks Manager customers to Mailchimp as subscribers

Add/Update Mailchimp subscribers when Eworks Manager customers are updated

Create Trustpilot invitations for newly-completed jobs in Eworks Manager

Add new Eworks Manager customers as Salesforce records

Create Trustpilot invitations when Eworks Manager invoices are paid

Create Facebook posts when new customers are created in Eworks Manager

Add new Facebook Lead Ads leads to Eworks Manager

Create Google Sheets rows for new Eworks Manager jobs

Create tags in Pleo for new jobs in Eworks Manager

Add new Pleo expenses to Eworks Manager

Create Trustpilot invitations when Eworks Manager invoices are paid

Create Facebook posts when new customers are created in Eworks Manager

Add new Facebook Lead Ads leads to Eworks Manager

Create Google Sheets rows for new Eworks Manager jobs

Create tags in Pleo for new jobs in Eworks Manager

Add new Pleo expenses to Eworks Manager

Supported triggers and actions

Eworks Manager Help & Support

Common issues

How to Get Started with Eworks Manager on Zapier

Popular Eworks Manager Integrations

Popular Eworks Manager Integrations

Eworks Manager Integrations

Do more with Eworks Manager integrations

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Add new Eworks Manager customers as HubSpot companies

Add new Eworks Manager appointments as Google Calendar events

Add new Eworks Manager customers to Mailchimp as subscribers

Add/Update Mailchimp subscribers when Eworks Manager customers are updated

Create Trustpilot invitations for newly-completed jobs in Eworks Manager

Add new Eworks Manager customers as Salesforce records

Add new Eworks Manager customers as HubSpot companies

Add new Eworks Manager appointments as Google Calendar events

Add new Eworks Manager customers to Mailchimp as subscribers

Add/Update Mailchimp subscribers when Eworks Manager customers are updated

Create Trustpilot invitations for newly-completed jobs in Eworks Manager

Add new Eworks Manager customers as Salesforce records

Create Trustpilot invitations when Eworks Manager invoices are paid

Create Facebook posts when new customers are created in Eworks Manager

Add new Facebook Lead Ads leads to Eworks Manager

Create Google Sheets rows for new Eworks Manager jobs

Create tags in Pleo for new jobs in Eworks Manager

Add new Pleo expenses to Eworks Manager

Create Trustpilot invitations when Eworks Manager invoices are paid

Create Facebook posts when new customers are created in Eworks Manager

Add new Facebook Lead Ads leads to Eworks Manager

Create Google Sheets rows for new Eworks Manager jobs

Create tags in Pleo for new jobs in Eworks Manager

Add new Pleo expenses to Eworks Manager

Eworks Manager Help & Support

Common issues

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Popular Eworks Manager Integrations

Popular Eworks Manager Integrations

How to Get Started with Eworks Manager on Zapier