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modular365 Integrations

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CRM (Customer Relationship Management)

Put modular365 to work with AI and enterprise-grade automation

Automate smarter with modular365 and scale with confidence. Zapier is built for enterprise-grade security, compliance, and performance.

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  • No-code AI automation
  • Full audit trails and controls
  • SOC 2 and GDPR compliant
  • Easy visual workflow builder
  • 9,000+ apps, 450+ AI tools
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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.

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For builders

Let your AI safely access modular365

Go beyond Zap workflows. Install Zapier in your AI to call modular365 actions directly from your agents—with governance built in. Authenticate once. Revoke access anytime.

No code

Call actions in natural language with Zapier MCP

Act in modular365 from your AI—no exposed credentials, and you control which actions your AI can touch. One install covers 9,000+ other apps.

Example actions on this page

  • Insert Record
  • Update Multiple Records

Works with

Claude · ChatGPT · Cursor · Any MCP-compatible AI

Install Zapier MCP
Code

Work in code with the Zapier SDK

Expose modular365 actions from backend services, scripts, or agent code. Zapier handles the OAuth and scoped permissions. Access 9,000+ apps, plus thousands more with .fetch().

Install

npm install @zapier/zapier-sdk
npm install -D @zapier/zapier-sdk-cli
zapier-sdk login
# create a modular365 connection @ https://zapier.com/app/assets/connections

Run an action

// Typescript
import { createZapierSdk } from "@zapier/zapier-sdk";

const zapier = createZapierSdk();

const { data: connection } = await zapier.findFirstConnection({ app: "modular365", owner: "me" });

await zapier.runAction({
  app: 'modular365',
  action: 'insertRecord',
  connection: connection.id,
  input: {
    {inputKeyValuePairs}
  },
});
Open the SDK docs

Direct API calls to raw endpoints through fetch are not yet subject to org-level app and action restrictions.

modular365 Help & Support

Common questions

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About modular365
modular365 is a multi-tenant ERP for service businesses, providing CRM, invoicing, scheduling, work orders, payments, and document generation.
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