Service Provider Pro Integrations
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Google Drive
File Management & Storage, Google
Trello
Project Management
Google Sheets
Google, Spreadsheets
Slack
Team Chat
ClickUp
Project Management
ActiveCampaign
Marketing Automation
Gmail
Email, Google
Airtable
Databases
Asana
Project Management
Coda
Documents
HubSpot
Marketing Automation
Clockify
Time Tracking Software
Google Docs
Documents, Google
Klaviyo
Marketing Automation
Mailchimp
Email Newsletters
QuickBooks Online
Accounting, Premium
Box
File Management & Storage
Knack
DatabasesLeadConnector
Marketing AutomationMailerLite
Email NewslettersKeap Max Classic
Marketing Automation, PremiumXero
Accounting, PremiumAcuity Scheduling
Scheduling & BookingConvertKit
Drip EmailsBasecamp 3
Project ManagementClose
CRM (Customer Relationship Management)Streak
CRM (Customer Relationship Management)Notion
Beta, Task ManagementGist
Customer SupportDrip
Drip EmailsCloudConvert
File Management & StorageStripe
Payment ProcessingClickSend SMS
Phone & SMSTeamwork
Project ManagementTrustpilot
ReviewsNifty
Beta, Project ManagementPipedrive
CRM (Customer Relationship Management)Zoho CRM
CRM (Customer Relationship Management), Premium, ZohoIntercom
Customer SupportGoogle Analytics
Ads & Conversion, GoogleMySQL
Databases, PremiumDropbox
File Management & StorageTwilio
Phone & SMSAWeber
Email NewslettersSendFox
Email NewslettersHandwrytten
Customer AppreciationGoogle Calendar
Calendar, GoogleFacebook Lead Ads
Ads & Conversion, Facebook, PremiumFacebook Pages
Facebook, Social Media AccountsGoogle Forms
Forms & Surveys, GoogleWebflow
Website BuildersKajabi
eCommerceWordPress
Website Builders, WordPressZendesk
Customer Support, PremiumWave
AccountingGetResponse
Marketing AutomationAutopilot Journeys
Marketing AutomationCircle
CRM (Customer Relationship Management)Twist
Team ChatRyver
Team CollaborationFreshBooks
AccountingPlutio
Beta, Project ManagementDeskera
Accounting, BetaFacebook Lead Ads (Legacy)
Ads & Conversion, PremiumClickFunnels
Marketing AutomationShopify
eCommerce, PremiumWooCommerce
eCommerce, WordPressSendinblue
Email NewslettersJira Software Cloud
Project ManagementThinkific
Online CoursesPayPal
Payment Processing, PremiumFacebook Conversions
Ads & Conversion, FacebookOneDrive
File Management & Storage, MicrosoftKartra
Marketing AutomationCampaign Monitor
Email NewslettersBonjoro
Customer AppreciationZoho Mail
Email, ZohoAdalo
App BuilderProof
Marketing AutomationConvertAPI
File Management & StorageSuiteDash
Project ManagementCrisp
Customer SupportSlickText
Phone & SMSFavro
Project ManagementSalesmachine
CRM (Customer Relationship Management)SmartTask
Beta, ProductivitySegMetrics
Analytics, BetaDiscord
Team ChatCalendly
Scheduling & BookingTypeform
Forms & SurveysYouTube
Google, Video & AudioGravity Forms
Forms & Surveys, WordPressSalesforce
CRM (Customer Relationship Management), PremiumMicrosoft Outlook
Email, MicrosoftGoogle Contacts
Contact Management, GoogleZoom
Video ConferencingJotForm
Forms & SurveysTodoist
Task ManagementGoogle Tasks
Google, Task Managementmonday.com
Project ManagementAny.do
Task ManagementUnbounce
Forms & SurveysEvernote
NotesLinkedIn Lead Gen Forms
Ads & Conversion, Microsoft, PremiumDubsado
CRM (Customer Relationship Management)Square
Payment ProcessingScheduleOnce
Scheduling & BookingPodio
Project ManagementMicrosoft Teams
Microsoft, Team ChatLeadpages
Forms & SurveysManyChat
Social Media MarketingPandaDoc
DocumentsFreshdesk
Customer SupportTickTick
Task ManagementKeap
CRM (Customer Relationship Management)Pipefy
Project ManagementFirebase / Firestore
DatabasesPaperform
Forms & SurveysBuffer
Social Media MarketingMailgun
Transactional EmailSendGrid
Transactional EmailGoogle Hangouts Chat
Google, Team ChatHelp Scout
Customer SupportInstapage
Forms & SurveysPopular ways to use Service Provider Pro workflows
Add specific ConvertKit tags for new Service Provider PRO clients
Add specific ConvertKit tags for new Service Provider PRO clientsCreate or update Drip subscribers for new Service Provider PRO clients
Create or update Drip subscribers for new Service Provider PRO clientsCreate Trello cards for new orders in Service Provider PRO
Create Trello cards for new orders in Service Provider PROSend a client message in Service Provider PRO whenever a Trello card is moved to a list
Send a client message in Service Provider PRO whenever a Trello card is moved to a listAdd new order data from Service Provider PRO to Google Sheets
Add new order data from Service Provider PRO to Google Sheets
- Invoice PaidTriggers when an invoice has been paid.Trigger
- New ClientTriggers when a new client is created.Trigger
- New InvoiceTriggers when a new invoice is created (manually or during checkout).Trigger
- New OrderTriggers when a new order is created.Trigger
- Order Data SubmittedTriggers when a client submits project data.Trigger
- Order Status ChangedTriggers when the status of an order is changed.Trigger
- Assign OrderAssigns order to a team member.Action
- Send MessageSends an order message to the client or team.Action
- Service Provider Pro
Adds a tag to an order.
Scheduled
Action
- Service Provider Pro
Updates order status.
Scheduled
Action
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