ScalePad Integrations

Name: Zapier
Availability: InStock

Put ScalePad to work with AI and enterprise-grade automation

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

Start free with email

Continue with Google

Start free with email

Continue with Google

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

Or pick an app to pair with

Gmail

Email, Google

Notion

Task Management

Slack

Team Chat

Airtable

Databases

ClickUp

Project Management

ActiveCampaign

Marketing Automation

Gmail

Email, Google

Notion

Task Management

Slack

Team Chat

Airtable

Databases

ClickUp

Project Management

ActiveCampaign

Marketing Automation

Gmail

Email, Google

Notion

Task Management

Slack

Team Chat

Airtable

Databases

ClickUp

Project Management

ActiveCampaign

Marketing Automation

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

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
- Status
- Title
- Target Period Year
Trigger
Polling
Try It
- Client
- Meeting Status
- Meeting Template ID
- Assigned User ID
Trigger
Polling
Try It
- Client
- Status
- Assessment Template ID
Trigger
Polling
Try It
- Client
- Email equals
- Name contains
Trigger
Polling
Try It
- Client
- Status
- Title
- Target Period Year
Trigger
Polling
Try It

- Client
Trigger
Polling
Try It
- Client
- Include Archived Notes
Trigger
Polling
Try It

- Contract ID
- Contract Name contains
- Client
- Client Name contains
- Contact ID
- Status
- Type
- Recurring?
- Billable?
- Auto Renew?
- Billing Period
- Addendum?
- Parent Contract ID
- Parent Contract Name contains
- Source Type
Trigger
Polling
Try It
- Client
- Include Archived Notes
Trigger
Polling
Try It
- Client
  Required
- Title
  Required
- Billing Cycle
  Required
- Billing Cost Type
  Required
- Billing Cost (subunits)
  Required
- Billing Start Date
  Required
- Impact
  Required
- Status
  Required
- Budget Past End Date
  Required
- Description
- Category
- Location
- Is Third Party
- Auto Renew
- Per Seat Cost (subunits)
- Number of Seats
- End Date
- Notify Days Before End Date
Action
Write
- Client
  Required
- Name
  Required
- Executive Summary
Action
Write
- Client
  Required
- Title
- Description formatting (advanced)
- Description ProseMirror sample (copy/paste)
- Description (ProseMirror JSON)
Action
Write
- Contract
  Required
- Client
  Required
- Title
  Required
- Billing Cycle
  Required
- Billing Cost Type
  Required
- Billing Cost (in subunits)
  Required
- Billing Start Date
  Required
- Impact
  Required
- Status
  Required
- Budget Past End Date
  Required
- Description
- Category
- Location
- Per Seat Cost (subunits)
- Number of Seats
- Auto Renew
- Is Third Party
- End Date
- Notify Days Before End Date
Action
Write
- Initiative
  Required
- Name
  Required
- Executive Summary
  Required
Action
Write
- Note
  Required
- Title
- Description formatting (advanced)
- Description ProseMirror sample (copy/paste)
- Description (ProseMirror JSON)
Action
Write
- Assessment ID
  Required
Action
Search
- Contact ID
  Required
Action
Search
- Goal ID
  Required
Action
Search
- Initiative ID
  Required
Action
Search
- Member ID
  Required
Action
Search
- Opportunity ID
  Required
Action
Search
- Ticket ID
  Required
Action
Search
- Client
- Status
- Assessment Template ID
Action
Search
- Email
- Name
- Client ID
Action
Search
- Client
- Status
- Title
- Target Period Year
Action
Search
- Client
Action
Search
- Vendor Name
- Vendor ID
- Category
Action
Search
- Name contains
- Title contains
- Is Platform User
- Reports to Member ID
- Hourly Cost Equals
- Daily Capacity Equals
Action
Search
- Client
- Client Name contains
- Title contains
- Source Status
- Source Stage
- Is Active
- Contact
- Responsible Member
- Probability Filter Operator
- Probability
Action
Search
- Client
- Client Name contains
- Owner Member ID
- Responsible Member ID
- Contract Name contains
- Board ID
- Status (Current)
- Priority (Current)
- Category
- Impact
- Severity
Action
Search

- Client
Trigger
Polling
Try It
- Client
  Required
- Completed?
- Overdue?
Trigger
Polling
Try It
- Client Name contains
- Lifecycle
Trigger
Polling
Try It
- Client
- Expiry Status
Trigger
Polling
Try It
- Client
- Asset Type
- Asset Name contains
- Serial Number
- Contact
Trigger
Polling
Try It
- Client
- Meeting Status
- Meeting Template ID
- Assigned User ID
Trigger
Polling
Try It
- Client
- Client Name contains
- Title contains
- Source Status
- Source Stage
- Is Active
- Contact
- Responsible Member
- Probability Filter Operator
- Probability
Trigger
Polling
Try It
- Client
- Client Name contains
- Owner Member ID
- Responsible Member ID
- Contract Name contains
- Board ID
- Status (Current)
- Priority (Current)
- Category
- Impact
- Severity
Trigger
Polling
Try It
- Client
  Required
- Title
  Required
- Assessment Template ID
  Required
- Evaluate User ID
  Required
- Evaluate At
  Required
Action
Write
- Client
  Required
- Title
  Required
- Description
- Status
- Target Period
Action
Write
- Client
  Required
- Title
- Type
- Starts At
- Ends At
- Agenda formatting (advanced)
- Agenda ProseMirror sample (copy/paste)
- Agenda (ProseMirror JSON)
Action
Write
- Assessment
  Required
- Title
  Required
- Evaluate User ID
  Required
- Evaluate At
  Required
Action
Write
- Goal
  Required
- Title
  Required
- Description
  Required
- Status
- Target Period
  Required
Action
Write
- Meeting
  Required
- Title
  Required
- Type
  Required
- Starts At
- Ends At
- Agenda formatting (advanced)
- Agenda ProseMirror sample (copy/paste)
- Agenda (ProseMirror JSON)
Action
Write
- Client
  Required
- Action Item ID
  Required
Action
Search
- Client ID
  Required
Action
Search
- Contract ID
  Required
Action
Search
- Hardware Asset ID
  Required
Action
Search
- Meeting ID
  Required
Action
Search
- Note ID
  Required
Action
Search
- Client
- Service Contract ID
  Required
Action
Search
- Client
  Required
- Completed?
- Overdue?
Action
Search
- Client Name
- Lifecycle
Action
Search
- Client
- Expiry Status
Action
Search
- Client
- Asset Type
- Asset Name contains
- Serial Number
- Contact
Action
Search
- Note
Action
Search
- Client
- Meeting Status
- Meeting Template ID
- Assigned User ID
Action
Search
- Client
- Include Archived Notes
Action
Search
- Contract ID
- Contract Name contains
- Client
- Client Name contains
- Contact ID
- Status
- Type
- Recurring?
- Billable?
- Auto Renew?
- Billing Period
- Addendum?
- Parent Contract ID
- Parent Contract Name contains
- Source Type
Action
Search

For builders

Let your AI safely access ScalePad

Go beyond Zap workflows. Install Zapier in your AI to call ScalePad 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 ScalePad 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 Assessment
Create Contract

Works with

Claude · ChatGPT · Cursor · Any MCP-compatible AI

Install Zapier MCP

Code

Work in code with the Zapier SDK

Expose ScalePad 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 ScalePad 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: "scalepad", owner: "me" });

await zapier.runAction({
  app: 'scalepad',
  action: 'create_assessment',
  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.

ScalePad 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 ScalePad

ScalePad is a unified platform for MSPs to manage customer success, risk, lifecycle insights, and strategic planning to drive growth and long-term client value.

HelpHelp

Related categories

IT Operations

Popular ScalePad Integrations

ActiveCampaign

ScalePad Integrations

Put ScalePad 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

Let your AI safely access ScalePad

Call actions in natural language with Zapier MCP

Work in code with the Zapier SDK

ScalePad Help & Support

Common questions

.css-ojnz7r{font:500 1.125rem/1.5rem Inter,var(--zds-typography-base, Helvetica),Helvetica,arial,sans-serif;color:#695be8;margin-bottom:0;transition-property:all;transition-timing-function:ease-in-out;transition-duration:300ms;}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 ScalePad Integrations

Popular ScalePad Integrations

Connect Your App Accounts to Zapier