Knowify Integrations

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Pipedrive

CRM (Customer Relationship Management)

Google Calendar

Calendar, Google

HubSpot

Marketing Automation

Google Sheets

Google, Spreadsheets

Gmail

Email, Google

Slack

Team Chat

Microsoft Outlook

Email, Microsoft

Mailchimp

Email Newsletters

Salesforce

CRM (Customer Relationship Management), Premium

Podio

Project Management

Airtable

Databases

Trello

Project Management

Facebook Lead Ads

Ads & Conversion, Facebook, Premium

Asana

Project Management

Twilio

Phone & SMS

OneDrive

File Management & Storage, Microsoft

Pipeline CRM

CRM (Customer Relationship Management)

Microsoft To Do

Microsoft, Task Management

Todoist

Task Management

QuickBooks Online

Accounting, Premium

Zoho CRM

CRM (Customer Relationship Management), Premium, Zoho

Google Contacts

Contact Management, Google

Google Drive

File Management & Storage, Google

Dropbox

File Management & Storage

Xero

Accounting, Premium

Evernote

Notes

Microsoft Excel

Microsoft, Spreadsheets

Microsoft Teams

Microsoft, Team Chat

monday.com

Project Management

Smartsheet

Spreadsheets

Zendesk Sell

CRM (Customer Relationship Management)

Google Docs

Documents, Google

Google Tasks

Google, Task Management

SharpSpring

Marketing Automation

Google Forms

Forms & Surveys, Google

Jotform

Forms & Surveys

Square

Payment Processing

CompanyCam

Images & Design

Twitter

Social Media Accounts

ActiveCampaign

Marketing Automation

Calendly

Scheduling & Booking

YouTube

Google, Video & Audio

Basecamp 3

Project Management

Microsoft Office 365

Email, Microsoft

Pipefy

Project Management

Zoho Desk

Customer Support, Zoho

Freshsales Classic

CRM (Customer Relationship Management)

SuiteDash

Project Management

Citrix ShareFile

File Management & Storage

FreshBooks

Accounting

Followup CRM

Beta, CRM (Customer Relationship Management)

Keap Max Classic

Marketing Automation, Premium

Toggl

Time Tracking Software

SurveyMonkey

Forms & Surveys

Zoho Forms

Forms & Surveys, Zoho

Insightly

CRM (Customer Relationship Management)

GoCanvas

Forms & Surveys

NiceJob

Marketing Automation

Signpost

Beta, Marketing

Typeform

Forms & Surveys

Stripe

Payment Processing

ClickFunnels

Marketing Automation

Squarespace

Forms & Surveys

ClickUp

Project Management

Zendesk

Customer Support, Premium

WPForms

Forms & Surveys, WordPress

ClickSend SMS

Phone & SMS

PandaDoc

Documents

AWeber

Email Newsletters

RD Station

Marketing Automation

Streak

CRM (Customer Relationship Management)

RingCentral

Phone & SMS

Things

Task Management

Google Slides

Documents, Google

Copper

CRM (Customer Relationship Management)

YouCanBook.Me

Scheduling & Booking

OneNote

Microsoft, Notes

FreshBooks Classic

Accounting

Teamwork

Project Management

Process Street

Product Management

amoCRM

CRM (Customer Relationship Management)

Proposify

Proposal & Invoice Management

iAuditor by SafetyCulture

Product Management

ServiceM8

Scheduling & Booking

Quotient

Proposal & Invoice Management

OpenPhone

Phone & SMS

Zoho Creator

App Builder, Zoho

Highrise

CRM (Customer Relationship Management)

Salesmate

CRM (Customer Relationship Management)

Cloze

CRM (Customer Relationship Management)

Getform

Forms & Surveys

Dext

Accounting

SoundCloud

Video & Audio

Accelo

Project Management

Breezy HR

HR Talent & Recruitment

Hive

Team Collaboration

FireText

Phone & SMS

ClockShark

Time Tracking Software

Vonage SMS API

Phone & SMS

Expensify

Accounting, Premium

ChargeOver

Payment Processing

Mavenlink

Project Management

Epos Now

Payment Processing

Moxtra

Team Collaboration

amoCRM (Legacy)

CRM (Customer Relationship Management)

LeadConnector

Marketing Automation

Solargraf

Beta, Proposal & Invoice Management

Service Fusion

Beta, eCommerce

PHOTO iD

Beta, Images & Design

Notion

Beta, Task Management

Daylite

CRM (Customer Relationship Management)

Procore

Project Management

GoFormz

Forms & Surveys

RepairShopr

CRM (Customer Relationship Management)

Mobile Text Alerts

Phone & SMS

ReportGarden

Analytics

Popular ways to use Knowify workflows

Send Slack channel messages for new Knowify contract jobs
Knowify + Slack
More details
When this happens
Step 1: New Contract Job
Then do this
Step 2: Send Channel Message
See Zap details Try it
Send Slack channel messages for new Knowify contract jobs
Send Slack channel messages for new Knowify contract jobs
Knowify + Slack
Send Slack channel messages for new Knowify service jobs
Knowify + Slack
More details
When this happens
Step 1: New Service Job
Then do this
Step 2: Send Channel Message
See Zap details Try it
Send Slack channel messages for new Knowify service jobs
Send Slack channel messages for new Knowify service jobs
Knowify + Slack
Create Google Calendar events for new Knowify service jobs
Knowify + Google Calendar
More details
When this happens
Step 1: New Service Job
Then do this
Step 2: Create Detailed Event
See Zap details Try it
Create Google Calendar events for new Knowify service jobs
Create Google Calendar events for new Knowify service jobs
Knowify + Google Calendar

Create new Knowify contract jobs for new Pipedrive deals
Pipedrive + Knowify
More details
When this happens
Step 1: New Deal
Then do this
Step 2: Create Contract Job
See Zap details Try it
Create new Knowify contract jobs for new Pipedrive deals
Create new Knowify contract jobs for new Pipedrive deals
Pipedrive + Knowify
Add new Knowify clients as Mailchimp subscribers
Knowify + Mailchimp
More details
When this happens
Step 1: New Client
Then do this
Step 2: Add/Update Subscriber
See Zap details Try it
Add new Knowify clients as Mailchimp subscribers
Add new Knowify clients as Mailchimp subscribers
Knowify + Mailchimp

Supported triggers and actions

What does this mean?

New AIA Invoice
Triggers when a new AIA invoice has been added.
Trigger
Scheduled
New Allocation
Triggers when a new allocation has been added.
Trigger
Scheduled
New Bill
Triggers when a new bill has been added.
Trigger
Scheduled
New Bill Payment
Triggers when a new bill payment is added.
Trigger
Scheduled
Bill Sent for Approval
Triggers when a bill is sent for approval.
Trigger
Scheduled

New Client
Triggers when a new client has been added.
Trigger
Scheduled
Contract Job Made Active
Triggers when a contract job has been made active.
Trigger
Scheduled

New Invoice
Triggers when a new invoice has been added.
Trigger
Scheduled

Knowify
Triggers when a new invoice payment is added.
Scheduled
Trigger
Knowify
Triggers when a new payment is added.
Scheduled
Trigger
Knowify
Triggers when a phase status is changed
Scheduled
Trigger
Knowify
Triggers when a new contract job has been added.
Scheduled
Trigger
Knowify
Triggers when a contract job has been closed
Scheduled
Trigger
Knowify
Triggers when a new task has been added.
Scheduled
Trigger
Knowify
Triggers when a task has been marked complete
Scheduled
Trigger
Knowify
Triggers when a new service job has been added.
Scheduled
Trigger
Knowify
Triggers when a service job has been marked complete.
Scheduled
Trigger
Knowify
Triggers when a new vendor has been added.
Scheduled
Trigger
Knowify
Creates a new client.
Scheduled
Action
Knowify
Creates a new product.
Scheduled
Action
Knowify
Creates a new contract job.
Scheduled
Action
Knowify
Creates a new task.
Scheduled
Action
Knowify
Creates a new vendor.
Scheduled
Action
Knowify
Updates an existing task.
Scheduled
Action
Knowify
Finds a client by name.
Scheduled
Action
Knowify
Gets a client by Id.
Scheduled
Action
Knowify
Finds a job by name.
Scheduled
Action
Knowify
Gets a job by Id.
Scheduled
Action
Knowify
Finds a resource by name.
Scheduled
Action
Knowify
Finds a task by description.
Scheduled
Action
Knowify
Finds a user by name.
Scheduled
Action
Knowify
Gets a vendor by Id.
Scheduled
Action

About Knowify

Knowify is a job costing and project management platform for contractors.

Learn More

Related categories

Project Management

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