Knowify Integrations

Name: Zapier
Availability: InStock

Put Knowify to work with AI and enterprise-grade automation

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

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Full audit trails and controls
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Easy visual workflow builder
8,000+ apps, 450+ AI tools
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Or pick an app to pair with

HubSpot

Marketing Automation

Pipedrive

CRM (Customer Relationship Management)

Google Forms

Forms & Surveys, Google

Microsoft SharePoint

Microsoft, Team Collaboration

Salesforce

CRM (Customer Relationship Management)

PandaDoc

Documents

monday.com

Project Management

Mailchimp

Marketing Automation

Gmail

Email, Google

HubSpot

Marketing Automation

Pipedrive

CRM (Customer Relationship Management)

Google Forms

Forms & Surveys, Google

Microsoft SharePoint

Microsoft, Team Collaboration

Salesforce

CRM (Customer Relationship Management)

PandaDoc

Documents

HubSpot

Marketing Automation

Pipedrive

CRM (Customer Relationship Management)

Google Forms

Forms & Surveys, Google

Microsoft SharePoint

Microsoft, Team Collaboration

Salesforce

CRM (Customer Relationship Management)

PandaDoc

Documents

monday.com

Project Management

Mailchimp

Marketing Automation

Gmail

Email, Google

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Launch your first automated workflow

Create folders in Microsoft SharePoint for every new contract job in Knowify
Premium
Details
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Knowify + Microsoft SharePoint
Create multiple spreadsheet rows in Google Sheets for new clients in Knowify
Details
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Knowify + Google Sheets
Create Google Calendar events for new Knowify service jobs
Details
Try it
Knowify + Google Calendar
Create spreadsheet rows in Google Sheets for new contract jobs in Knowify
Details
Try it
Knowify + Google Sheets
Activate new Knowify contract jobs and create corresponding channels in Slack
Details
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Knowify + Slack
Send Slack channel messages for new Knowify contract jobs
Details
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Knowify + Slack

Create folders in Microsoft SharePoint for every new contract job in Knowify

Details

Try it

Knowify + Microsoft SharePoint

Create multiple spreadsheet rows in Google Sheets for new clients in Knowify

Details

Try it

Knowify + Google Sheets

Create Google Calendar events for new Knowify service jobs

Details

Try it

Knowify + Google Calendar

Create spreadsheet rows in Google Sheets for new contract jobs in Knowify

Details

Try it

Knowify + Google Sheets

Activate new Knowify contract jobs and create corresponding channels in Slack

Details

Try it

Knowify + Slack

Send Slack channel messages for new Knowify contract jobs

Details

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Knowify + Slack

Send Slack channel messages for new Knowify service jobs

Details

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Knowify + Slack

Create new Knowify contract jobs for new Pipedrive deals

Details

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Pipedrive + Knowify

Add new Knowify clients as Mailchimp subscribers

Details

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Knowify + Mailchimp

Create Pipedrive deals for new Knowify contract jobs

Details

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Knowify + Pipedrive

Send Slack channel messages about new Knowify invoices

Details

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Knowify + Slack

Create Knowify tasks for new Twilio SMS messages

Details

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Twilio + Knowify

Send Slack channel messages for new Knowify service jobs
Details
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Knowify + Slack
Create new Knowify contract jobs for new Pipedrive deals
Details
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Pipedrive + Knowify
Add new Knowify clients as Mailchimp subscribers
Details
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Knowify + Mailchimp
Create Pipedrive deals for new Knowify contract jobs
Details
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Knowify + Pipedrive
Send Slack channel messages about new Knowify invoices
Details
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Knowify + Slack
Create Knowify tasks for new Twilio SMS messages
Details
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Twilio + Knowify

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 AIA Invoice
Triggers when a new AIA invoice has been added.
Trigger
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New Bill
Triggers when a new bill has been added.
Trigger
Polling
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Bill Sent for Approval
Triggers when a bill is sent for approval.
Trigger
Polling
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New Client
Triggers when a new client has been added.
Trigger
Polling
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Contract Out for Signature
Triggers when a contract job has been sent out for signature.
Trigger
Polling
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New Invoice Payment
Triggers when a new invoice payment is added.
Trigger
Polling
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Phase Scheduled
Triggers when a phase has been scheduled
Trigger
Polling
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New Product
Triggers when a new trigger has been added.
Trigger
Polling
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Job Closed
Triggers when a contract job has been closed
Trigger
Polling
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New Purchase
Triggers when a new purchase has been added.
Trigger
Polling
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New Task
Triggers when a new task has been added.
Trigger
Polling
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New Service Job
Triggers when a new service job has been added.
Trigger
Polling
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New Vendor
Triggers when a new vendor has been added.
Trigger
Polling
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- Client Name
  Required
- Client Contact Name
- Email Address
- Phone Number
- Client Parent Id
- Street Address
- Street Address (Continued)
- City Name
- State/Province
- Zip Code
- Country Name
- Shipping Same as Billing
- Shipping Street Address
- Shipping Street Address (Cont'd)
- Shipping City Name
- Shipping Contact Name
- Shipping Country Name
- Shipping State/Province Name
- Shipping Zip Code
- Website
- Sync to QB
Action
Write
- Job Name
  Required
- Job Costing Style
- Contract Type
  Required
- Client Name
  Required
- Sales Lead
- Project Manager
- Job notes
- Address1
- Address2
- City
- State/Province
- Zip
- Country (2 characters)
- Sync to QB
Action
Write
- Description
  Required
- Comment
- Task Complete?
- Deadline
- Date Completed
- Resource
- Job
- Phase
Action
Write
- Vendor Name
  Required
- Street Address
- Street Address (Continued)
- City Name
- Client Contact Name
- Country Name
- Email Address
- Phone Number
- State/Province
- Is this vendor a subcontractor?
- Other Details
- Zip Code
Action
Write
- Product
  Required
- Item Name
  Required
- Description
- Our Cost
  Required
- Sale Price
  Required
- Item Number
Action
Write
- Client Name
  Required
Action
Search
- Phase Name
  Required
- Project Name
Action
Search
- Job Name
  Required
Action
Search
- Description
  Required
Action
Search
- Name
  Required
Action
Search
- Vendor Id
  Required
Action
Search

New Allocation
Triggers when a new allocation has been added.
Trigger
Polling
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New Bill Payment
Triggers when a new bill payment is added.
Trigger
Polling
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Change Order Made Active
Triggers when a change order has been made active.
Trigger
Polling
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Contract Job Made Active
Triggers when a contract job has been made active.
Trigger
Polling
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New Invoice
Triggers when a new invoice has been added.
Trigger
Polling
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New Payment
Triggers when a new payment is added.
Trigger
Polling
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Phase Status Changed
Triggers when a phase status is changed
Trigger
Polling
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New Contract Job
Triggers when a new contract job has been added.
Trigger
Polling
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Job Reopened
Triggers when a contract job has been reopened
Trigger
Polling
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Submittal Approved
Triggers when a submittal has been approved.
Trigger
Polling
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Task Marked Complete
Triggers when a task has been marked complete
Trigger
Polling
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Service Job Marked Complete
Triggers when a service job has been marked complete.
Trigger
Polling
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- Job Name
  Required
- Client Name
  Required
- Address
  Required
- City
  Required
- State/Province
  Required
- Zipcode
  Required
- Country (2-letter abbreviation)
  Required
- Contract Value
- Line Item Name
- Phase Name
- Invoiced to Date
- Labor Cost to Date
- Material Cost to Date
- Sub Cost to Date
- Payments to Date
- Labor Budget
- Material Budget
- Sub Budget
- Sales Lead
- Project Manager
- Job notes
- Sync to QB
Action
Write
- Product
  Required
- Item Name
  Required
- Description
- Our Cost
  Required
- Sale Price
  Required
- Item Number
Action
Write
- FileName
  Required
- Url
  Required
- Project Id
  Required
Action
Write
- Job Name
  Required
- Client Name
  Required
- Service Notes
- Address
  Required
- Address 2
  Required
- City
  Required
- State/Province (2-letter abbreviation)
  Required
- Zipcode
  Required
- Country (2-letter abbreviation)
  Required
- Is Time & Materials?
  Required
- Resource
- Date (MM-DD-YYYY)
- Start Time
- End Time
Action
Write
- Id
  Required
- Name
  Required
- Business State
  Required
- Start Date
- Finish Date
- Work Order
Action
Write
- Task
  Required
- Description
  Required
- Comment
- Task Complete?
- Deadline
- Date Completed
- Resource
- Job
- Phase
Action
Write
- Client Id
  Required
Action
Search
- Name
  Required
Action
Search
- Project Id
  Required
Action
Search
- Description
  Required
Action
Search
- User Id
  Required
Action
Search

Knowify 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 Knowify

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

Learn moreLearn moreHelpHelp

Related categories

Project Management

Knowify Integrations

Put Knowify 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

Launch your first automated workflow

Create folders in Microsoft SharePoint for every new contract job in Knowify

Create multiple spreadsheet rows in Google Sheets for new clients in Knowify

Create Google Calendar events for new Knowify service jobs

Create spreadsheet rows in Google Sheets for new contract jobs in Knowify

Activate new Knowify contract jobs and create corresponding channels in Slack

Send Slack channel messages for new Knowify contract jobs

Create folders in Microsoft SharePoint for every new contract job in Knowify

Create multiple spreadsheet rows in Google Sheets for new clients in Knowify

Create Google Calendar events for new Knowify service jobs

Create spreadsheet rows in Google Sheets for new contract jobs in Knowify

Activate new Knowify contract jobs and create corresponding channels in Slack

Send Slack channel messages for new Knowify contract jobs

Send Slack channel messages for new Knowify service jobs

Create new Knowify contract jobs for new Pipedrive deals

Add new Knowify clients as Mailchimp subscribers

Create Pipedrive deals for new Knowify contract jobs

Send Slack channel messages about new Knowify invoices

Create Knowify tasks for new Twilio SMS messages

Send Slack channel messages for new Knowify service jobs

Create new Knowify contract jobs for new Pipedrive deals

Add new Knowify clients as Mailchimp subscribers

Create Pipedrive deals for new Knowify contract jobs

Send Slack channel messages about new Knowify invoices

Create Knowify tasks for new Twilio SMS messages

Supported triggers and actions

Knowify 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

Popular Knowify Integrations

Popular Knowify Integrations

Knowify Integrations

Put Knowify 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

Create folders in Microsoft SharePoint for every new contract job in Knowify

Create multiple spreadsheet rows in Google Sheets for new clients in Knowify

Create Google Calendar events for new Knowify service jobs

Create spreadsheet rows in Google Sheets for new contract jobs in Knowify

Activate new Knowify contract jobs and create corresponding channels in Slack

Send Slack channel messages for new Knowify contract jobs

Create folders in Microsoft SharePoint for every new contract job in Knowify

Create multiple spreadsheet rows in Google Sheets for new clients in Knowify

Create Google Calendar events for new Knowify service jobs

Create spreadsheet rows in Google Sheets for new contract jobs in Knowify

Activate new Knowify contract jobs and create corresponding channels in Slack

Send Slack channel messages for new Knowify contract jobs

Send Slack channel messages for new Knowify service jobs

Create new Knowify contract jobs for new Pipedrive deals

Add new Knowify clients as Mailchimp subscribers

Create Pipedrive deals for new Knowify contract jobs

Send Slack channel messages about new Knowify invoices

Create Knowify tasks for new Twilio SMS messages

Send Slack channel messages for new Knowify service jobs

Create new Knowify contract jobs for new Pipedrive deals

Add new Knowify clients as Mailchimp subscribers

Create Pipedrive deals for new Knowify contract jobs

Send Slack channel messages about new Knowify invoices

Create Knowify tasks for new Twilio SMS messages

Knowify 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 Knowify Integrations

Popular Knowify Integrations

Connect Your App Accounts to Zapier