Connect Route the Service Platform and The Value Builder System™ to power AI-driven automation

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

Choose a Trigger

Choose an Action

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Zapier makes it easy to integrate Route the Service Platform with The Value Builder System™ - no code necessary. See how you can get setup in minutes.

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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 "Client Created" from Route the Service Platform.

Add your action

An action happens after the trigger—such as "Activate Contact Nurture Cycle" in The Value Builder System™.

You’re connected!

Zapier seamlessly connects Route the Service Platform and The Value Builder System™, 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.

Client Created
Triggers when a new client is created.
Trigger
Polling
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- 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
New Activity Feed
Triggers when a new activity feed is added to Value Builder.
Trigger
Instant
Try It

Opened Email by Contact
Triggers when a contact opens an email.
Trigger
Instant
Try It
Sent Email to Contact
Triggers when a contact is sent an email.
Trigger
Instant
Try It

New Contact
Triggers when a new contact is added to Value Builder.
Trigger
Instant
Try It
Update Contact
Triggers when a specified property is updated on any contact.
Trigger
Instant
Try It
- Email
  Required
- Title
  Required
- Description
  Required
- Date
  Required
Action
Write
- Email
  Required
- Tag
  Required
Action
Write
- Email
  Required
Action
Write
- Email
  Required
- What is the purpose of opening this engagement?
  Required
- Who are you opening the engagement for?
  Required
- Is the Business Owner paying for the engagement?
  Required
- Would it be helpful to discuss this engagement with your Customer Success Manager?
  Required
Action
Write
- Email
  Required
- First Name
  Required
- Last Name
  Required
- Company Name
  Required
- Country
  Required
- City
- Address
- Phone
Action
Write

Location Created
Triggers when a new location is created.
Trigger
Polling
Try It
- 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
Clicked Email by Contact
Triggers when a contact clicks a link on CTA in an email.
Trigger
Instant
Try It
Open/Click Contact Email
Triggers when a contact interacts with an email (open, click).
Trigger
Instant
Try It
Engagement Program Activated
Triggers when an engagement program is activated for a contact.
Trigger
Instant
Try It
Unsubscribe Contact From Nurture Cycle
Triggers when a contact unsubscribes from Nurture Cycle.
Trigger
Instant
Try It
- Email
  Required
Action
Write
- Email
  Required
- Subject
  Required
- Note
  Required
Action
Write
- First Name
  Required
- Last Name
  Required
- Email
  Required
- Company Name
  Required
- Country
  Required
Action
Write
- To
  Required
- Subject
  Required
- Body Type
  Required
- Body
  Required
Action
Write
- Email
  Required
Action
Write
- Email
  Required
Action
Search

For AI agents & developers

Use Route the Service Platform and The Value Builder System™ with AI agents and code

Beyond Zap workflows. Call Route the Service Platform and The Value Builder System™ actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.

No code

Connect via Zapier MCP

Expose Route the Service Platform and The Value Builder System™ actions as tools in any MCP client. Authenticate once, then call them in natural language.

Example actions on this page

Create Client
Activate Contact Nurture Cycle

Works with

Claude · ChatGPT · Cursor · any MCP-compatible client

Connect Zapier MCP

Typescript

Call from code with the Zapier SDK

Trigger Route the Service Platform and The Value Builder System™ actions from backend services, scripts, or agent code.

Install

# TypeScript / Node
npm install @zapier/zapier-sdk

Run an action

import { createZapierSdk } from '@zapier/zapier-sdk';

const zapier = createZapierSdk();
await zapier.runAction({ /* route-the-service-platform / the-value-builder-systemtm-ca180 action */ });

Run the SDK docs

There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Connect Route the Service Platform and The Value Builder System™ 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

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

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 Route the Service Platform to The Value Builder System™ integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About Route the Service Platform

Walkthrough, bidding and proposal software for commercial cleaning companies.

HelpHelp

Related categories

Proposal & Invoice Management

About The Value Builder System™

Value Builder is sales & marketing software purpose-built for business advisors to find, win and keep their best clients.