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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 AIA Invoice" from Knowify.

Add your action

An action happens after the trigger—such as "Collections - Add to Collection" in PowerTools.

You’re connected!

Zapier seamlessly connects Knowify and PowerTools, 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 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
Try It
New Service Job
Triggers when a new service job has been added.
Trigger
Polling
Try It
New Vendor
Triggers when a new vendor has been added.
Trigger
Polling
Try It
- 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
- Collection
  Required
- Match
  Required
- Type
  Required
Action
Write
- Collection
  Required
- Match
  Required
- Trim
  Required
- Ignore Case
  Required
Action
Write
- Collection
  Required
- Name
  Required
Action
Write
- Collection
  Required
Action
Write
- Collection
  Required
Action
Write
- Collection
  Required
- Match
  Required
- Replacement
  Required
- Ignore Case
  Required
Action
Write
- Collection
  Required
- Match Value
- Index
Action
Write
- Value
  Required
- Root Node Name
  Required
- Rows Node Name
  Required
Action
Write
- JSON Value
  Required
Action
Write
- JSON Value
  Required
- Header
  Required
- Alternate Header
- Table Attributes
- Omit Columns
- Order
Action
Write
- Input (JSON)
  Required
- Query
  Required
Action
Write
- JSON Value
  Required
Action
Write
- First value
  Required
- Second value
  Required
Action
Write
- Value
  Required
- Culture
  Required
- Format
  Required
Action
Write
- Position
  Required
- Horizontal Position
- Vertical Position
- Opacity
  Required
- File Name (optional)
- Background Image
  Required
- Foreground Image
  Required
Action
Write
- Output format
  Required
- File
  Required
Action
Write
- File
  Required
Action
Write
- Value
  Required
- Type
  Required
Action
Write
- File
  Required
Action
Write
- Degrees
  Required
- File
  Required
Action
Write
- Value
  Required
- Source Currency
  Required
- Target Currency
  Required
Action
Write
- Index
  Required
- Date
  Required
Action
Write
- Source
  Required
Action
Write
- Source
  Required
- Zoom Level
  Required
- Height
  Required
- Width
  Required
Action
Write
- Value
  Required
- Decimal Places
  Required
Action
Write
- Values
  Required
- Decimal Places
  Required
Action
Write
- Primary Value
  Required
- Secondary Value
  Required
- Decimal Places
  Required
Action
Write
- Values
  Required
- Decimal Places
  Required
Action
Write
- Primary Value
  Required
- Secondary Value
  Required
- Decimal Places
  Required
Action
Write
- Primary Value
  Required
- Root Value
  Required
- Decimal Places
  Required
Action
Write
- Value
  Required
- Decimal Places
  Required
Action
Write
- Primary Value
  Required
- Secondary Value
  Required
- Decimal Places
  Required
Action
Write
- Value
  Required
- Decimal Places
  Required
Action
Write
- Value
  Required
- Source
  Required
- Target
  Required
Action
Write
- Value
  Required
- Source
  Required
- Target
  Required
Action
Write
- Value
  Required
- Source
  Required
- Target
  Required
Action
Write
- Value
  Required
- Source
  Required
- Target
  Required
Action
Write
- Value
  Required
- Source
  Required
- Target
  Required
Action
Write
- Start
  Required
- End
  Required
Action
Write
- Values
  Required
- Decimal Places
  Required
Action
Write
- Source
  Required
- Target
  Required
- Trim
  Required
- Lowercase
  Required
Action
Write
- Value
  Required
- Case
  Required
Action
Write
- Input
  Required
Action
Write
- Uppercase
  Required
Action
Write
- Length
  Required
- Uppercase
  Required
- Lowercase
  Required
- Numeric
  Required
- Special
  Required
Action
Write
- Input
  Required
Action
Write
- Source
  Required
- Value
- -OR- Values Collection
- -OR- Regular Expression
Action
Write
- Source
  Required
Action
Write
- Value
  Required
- Character(s)
  Required
Action
Write
- Text
  Required
- Type
  Required
- Voice
  Required
Action
Write
- Source
  Required
- Type
Action
Write
- Source
  Required
Action
Write
- Input
  Required
- Algorithm
  Required
- Hash
  Required
Action
Write
- Source
  Required
- Units
  Required
Action
Write
- Source
  Required
- Units
  Required
- Duration
  Required
Action
Write

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
Try It
Contract Job Made Active
Triggers when a contract job has been made active.
Trigger
Polling
Try It
New Invoice
Triggers when a new invoice has been added.
Trigger
Polling
Try It
New Payment
Triggers when a new payment is added.
Trigger
Polling
Try It
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
Try It
Submittal Approved
Triggers when a submittal has been approved.
Trigger
Polling
Try It
Task Marked Complete
Triggers when a task has been marked complete
Trigger
Polling
Try It
Service Job Marked Complete
Triggers when a service job has been marked complete.
Trigger
Polling
Try It
- 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
- Collection
  Required
- Item
- Items
- Index
Action
Write
- Collection
  Required
- Match
  Required
- Trim
  Required
- Ignore Case
  Required
Action
Write
- Collection
  Required
- Match
  Required
- Trim
  Required
- Ignore Case
  Required
Action
Write
- Collection
  Required
- Root Node Name
  Required
- Child Node Name
  Required
Action
Write
- Collection
  Required
- Match
  Required
- Keywords
  Required
Action
Write
- Collection
  Required
- Item
- Items
- Index
Action
Write
- Collection
  Required
- Order
  Required
Action
Write
- Value
  Required
- Header
  Required
Action
Write
- CSV Data (string)
  Required
- Field Name
- Regular Expression
Action
Write
- JSON Value
  Required
- Header
  Required
- Omit Columns
- Order
Action
Write
- JSON Value
  Required
- Root Node Name
  Required
Action
Write
- Input (XML)
  Required
- Query
  Required
Action
Write
- XML
  Required
Action
Write
- Value
  Required
- Culture
  Required
Action
Write
- Value
  Required
- Source Time Zone
  Required
- Target Time Zone
  Required
- Format
  Required
Action
Write
- Compression format
  Required
- File Name
  Required
- File
  Required
Action
Write
- Position
  Required
- Width
  Required
- Height
  Required
- File
  Required
Action
Write
- Orientation
  Required
- File
  Required
Action
Write
- File
  Required
Action
Write
- Resampling Algorithm
  Required
- Units
  Required
- Height
  Required
- Width
  Required
- File
  Required
Action
Write
- Text
  Required
- Font
  Required
- Font Size
  Required
- Color
  Required
- Horizontal
  Required
- Vertical
  Required
- File
  Required
Action
Write
- Value
  Required
- Target Currency
  Required
Action
Write
- Symbols
  Required
- Date
  Required
- Exchange
  Required
Action
Write
- Source
  Required
Action
Write
- Source
  Required
Action
Write
- Primary Value
  Required
- Secondary Value
  Required
- Decimal Places
  Required
Action
Write
- Value
  Required
- Decimal Places
  Required
Action
Write
- Value
  Required
- Decimal Places
  Required
Action
Write
- Values
  Required
- Type
  Required
Action
Write
- Primary Value
  Required
- Secondary Value
  Required
- Decimal Places
  Required
Action
Write
- Number
  Required
- Power
  Required
- Decimal Places
  Required
Action
Write
- Value
  Required
- Decimal Places
  Required
Action
Write
- Values
  Required
- Decimal Places
  Required
Action
Write
- Values
  Required
- Decimal Places
  Required
Action
Write
- Value
  Required
- Source
  Required
- Target
  Required
Action
Write
- Value
  Required
- Source
  Required
- Target
  Required
Action
Write
- Value
  Required
- Source
  Required
- Target
  Required
Action
Write
- Value
  Required
- Source
  Required
- Target
  Required
Action
Write
- Value
  Required
- Source
  Required
- Target
  Required
Action
Write
- Value
  Required
- Decimal Places
  Required
Action
Write
- Input
  Required
Action
Write
- Value
  Required
- Target
  Required
- Lowercase
  Required
Action
Write
- Source
  Required
Action
Write
- Source
  Required
Action
Write
- Input
  Required
- Algorithm
  Required
Action
Write
- Collection
  Required
- Separator
- Trim
  Required
- Lowercase
  Required
Action
Write
- Input
  Required
- Regular Expression
  Required
Action
Write
- Source
  Required
- Value
  Required
- Replacement
  Required
Action
Write
- Language
  Required
- File
  Required
Action
Write
- Text
  Required
- Extension
  Required
- Filename
  Required
Action
Write
- Value
  Required
- Language
  Required
Action
Write
- Source
  Required
Action
Write
- Source
  Required
Action
Write
- Source
  Required
- Activity
  Required
Action
Write
- Source
  Required
- Units
  Required
- Duration
  Required
Action
Write

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Connect Knowify and PowerTools 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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Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Make work flow with AI

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

Learn about AI automation

About Knowify

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

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