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Route the Service Platform Integrations

Proposal & Invoice Management

Put Route the Service Platform to work with AI and enterprise-grade automation

Automate smarter with Route the Service Platform and scale with confidence. Zapier is built for enterprise-grade security, compliance, and performance.

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Integrate QuickBooks Online with Route the Service PlatformIntegrate QuickBooks Online with Route the Service Platform
QuickBooks Online
Accounting
Integrate HubSpot with Route the Service PlatformIntegrate HubSpot with Route the Service Platform
HubSpot
Marketing Automation
Integrate monday.com with Route the Service PlatformIntegrate monday.com with Route the Service Platform
monday.com
Project Management
Integrate ActiveCampaign with Route the Service PlatformIntegrate ActiveCampaign with Route the Service Platform
ActiveCampaign
Marketing Automation
Integrate Jotform with Route the Service PlatformIntegrate Jotform with Route the Service Platform
Jotform
Forms & Surveys
Integrate Credit Repair Cloud with Route the Service PlatformIntegrate Credit Repair Cloud with Route the Service Platform
Credit Repair Cloud
CRM (Customer Relationship Management)
Integrate Google Forms with Route the Service PlatformIntegrate Google Forms with Route the Service Platform
Google Forms
Forms & Surveys, Google
Integrate LeadConnector with Route the Service PlatformIntegrate LeadConnector with Route the Service Platform
LeadConnector
Marketing Automation
Integrate Xero with Route the Service PlatformIntegrate Xero with Route the Service Platform
Xero
Accounting
Integrate QuickBooks Online with Route the Service PlatformIntegrate QuickBooks Online with Route the Service Platform
QuickBooks Online
Accounting
Integrate HubSpot with Route the Service PlatformIntegrate HubSpot with Route the Service Platform
HubSpot
Marketing Automation
Integrate monday.com with Route the Service PlatformIntegrate monday.com with Route the Service Platform
monday.com
Project Management
Integrate ActiveCampaign with Route the Service PlatformIntegrate ActiveCampaign with Route the Service Platform
ActiveCampaign
Marketing Automation
Integrate Jotform with Route the Service PlatformIntegrate Jotform with Route the Service Platform
Jotform
Forms & Surveys
Integrate Credit Repair Cloud with Route the Service PlatformIntegrate Credit Repair Cloud with Route the Service Platform
Credit Repair Cloud
CRM (Customer Relationship Management)
Integrate QuickBooks Online with Route the Service PlatformIntegrate QuickBooks Online with Route the Service Platform
QuickBooks Online
Accounting
Integrate HubSpot with Route the Service PlatformIntegrate HubSpot with Route the Service Platform
HubSpot
Marketing Automation
Integrate monday.com with Route the Service PlatformIntegrate monday.com with Route the Service Platform
monday.com
Project Management
Integrate ActiveCampaign with Route the Service PlatformIntegrate ActiveCampaign with Route the Service Platform
ActiveCampaign
Marketing Automation
Integrate Jotform with Route the Service PlatformIntegrate Jotform with Route the Service Platform
Jotform
Forms & Surveys
Integrate Credit Repair Cloud with Route the Service PlatformIntegrate Credit Repair Cloud with Route the Service Platform
Credit Repair Cloud
CRM (Customer Relationship Management)
Integrate Google Forms with Route the Service PlatformIntegrate Google Forms with Route the Service Platform
Google Forms
Forms & Surveys, Google
Integrate LeadConnector with Route the Service PlatformIntegrate LeadConnector with Route the Service Platform
LeadConnector
Marketing Automation
Integrate Xero with Route the Service PlatformIntegrate Xero with Route the Service Platform
Xero
Accounting

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  • Create clients in Route from new companies in HubSpot

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    HubSpot + Route the Service Platform
  • Create clients in Route from new accounts in Salesforce

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    Salesforce + Route the Service Platform
  • Create a clients in Route from new customers in QuickBooks Online

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    • QuickBooks Online logo
    Route the Service Platform + QuickBooks Online
  • Create clients in Route from new customers in QuickBooks Online

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    Details
    • QuickBooks Online logo
    • Route the Service Platform logo
    QuickBooks Online + Route the Service Platform
  • Create companies in HubSpot from new clients in Route

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    • HubSpot logo
    Route the Service Platform + HubSpot
  • Create accounts in Salesforce from new clients in Route

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    • Route the Service Platform logo
    • Salesforce logo
    Route the Service Platform + Salesforce
  • Create clients in Route from new companies in HubSpot

    • HubSpot logo
    • Route the Service Platform logo
    HubSpot + Route the Service Platform
  • Create clients in Route from new accounts in Salesforce

    Premium
    Details
    • Salesforce logo
    • Route the Service Platform logo
    Salesforce + Route the Service Platform
  • Create a clients in Route from new customers in QuickBooks Online

    Premium
    Details
    • Route the Service Platform logo
    • QuickBooks Online logo
    Route the Service Platform + QuickBooks Online
  • Create clients in Route from new customers in QuickBooks Online

    Premium
    Details
    • QuickBooks Online logo
    • Route the Service Platform logo
    QuickBooks Online + Route the Service Platform
  • Create companies in HubSpot from new clients in Route

    • Route the Service Platform logo
    • HubSpot logo
    Route the Service Platform + HubSpot
  • Create accounts in Salesforce from new clients in Route

    Premium
    Details
    • Route the Service Platform logo
    • Salesforce logo
    Route the Service Platform + Salesforce
  • Create Monday.com board Items from new clients in Route

    • Route the Service Platform logo
    • monday.com logo
    Route the Service Platform + monday.com
  • Create Monday.com board items from new locations in Route

    • Route the Service Platform logo
    • monday.com logo
    Route the Service Platform + monday.com
  • Create clients in Route from a new board items in Monday.com

    • monday.com logo
    • Route the Service Platform logo
    monday.com + Route the Service Platform
  • Create locations in Route from new board Items in Monday.com

    • monday.com logo
    • Route the Service Platform logo
    monday.com + Route the Service Platform
  • Add new ActiveCampaign contacts to Route the Service Platform as clients

    • ActiveCampaign logo
    • Route the Service Platform logo
    ActiveCampaign + Route the Service Platform
  • Create clients in Route the Service Platform for new activities in Pipedrive

    • Pipedrive logo
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    Pipedrive + Route the Service Platform
    • Create Monday.com board Items from new clients in Route

      • Route the Service Platform logo
      • monday.com logo
      Route the Service Platform + monday.com
    • Create Monday.com board items from new locations in Route

      • Route the Service Platform logo
      • monday.com logo
      Route the Service Platform + monday.com
    • Create clients in Route from a new board items in Monday.com

      • monday.com logo
      • Route the Service Platform logo
      monday.com + Route the Service Platform
    • Create locations in Route from new board Items in Monday.com

      • monday.com logo
      • Route the Service Platform logo
      monday.com + Route the Service Platform
    • Add new ActiveCampaign contacts to Route the Service Platform as clients

      • ActiveCampaign logo
      • Route the Service Platform logo
      ActiveCampaign + Route the Service Platform
    • Create clients in Route the Service Platform for new activities in Pipedrive

      • Pipedrive logo
      • Route the Service Platform logo
      Pipedrive + Route the Service Platform

    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.

    • Route the Service Platform triggers, actions, and search
      Client Created

      Triggers when a new client is created.

      Trigger
      Polling
      Try It
      • Client Name
        Required
      • Location Type
      • Contact Name
      • Contact Email
      • Contact Phone
      • Address
        Required
      • Custom Info
      Action
      Write
      • Client
        Required
      • Location Name
      • Address
        Required
      • Contact Name
      • Contact Email
      • Contact Phone
      • Location Type
      • Notes
      • Custom Info
      Action
      Write
      • Name
      • _id
      Action
      Search
      • Client ID
        Required
      • Client Name
      • Location Type
      • Contact Name
      • Contact Email
      • Contact Phone
      • Address
      • Custom Info
      Action
      Write
      • Client
        Required
      • Location Name
      • Address
        Required
      • Contact Name
      • Contact Email
      • Contact Phone
      • Location Type
      • Notes
      • Custom Info
      Action
      Write
      • Name
      • _id
      Action
      Search

    For builders

    Let your AI safely access Route the Service Platform

    Go beyond Zap workflows. Install Zapier in your AI to call Route the Service Platform 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 Route the Service Platform 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

    • Create Client
    • Update Client

    Works with

    Claude · ChatGPT · Cursor · Any MCP-compatible AI

    Install Zapier MCP
    Code

    Work in code with the Zapier SDK

    Expose Route the Service Platform 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 Route the Service Platform 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: "route-the-service-platform", owner: "me" });
    
    await zapier.runAction({
      app: 'route-the-service-platform',
      action: 'clientCreate',
      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.

    Route the Service Platform Help & Support

    Common questions

    route-the-service-platform logo
    About Route the Service Platform
    Walkthrough, bidding and proposal software for commercial cleaning companies.
    Related categories

    Popular Route the Service Platform Integrations

    • QuickBooks Online
    • HubSpot
    • monday.com
    • ActiveCampaign
    • Jotform