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SMG Tools Integrations

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Proposal & Invoice Management

Put SMG Tools to work with AI and enterprise-grade automation

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Or pick an app to pair with
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ActiveCampaign
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Integrate Airtable with SMG ToolsIntegrate Airtable with SMG Tools
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Integrate ActiveCampaign with SMG ToolsIntegrate ActiveCampaign with SMG Tools
ActiveCampaign
Marketing Automation

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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.

  • SMG Tools triggers, actions, and search
    Appointment at Risk

    Triggers when an appointment's weather forecast puts it at risk.

    Trigger
    Instant
    Try It
  • SMG Tools triggers, actions, and search
    Appointment Rescheduled

    Triggers when an appointment's date or time changes.

    Trigger
    Instant
    Try It
  • SMG Tools triggers, actions, and search
    New Online Booking

    Triggers when a customer books an appointment online.

    Trigger
    Instant
    Try It

For builders

Let your AI safely access SMG Tools

Go beyond Zap workflows. Install Zapier in your AI to call SMG Tools 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 SMG Tools 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

  • Cancel Appointment
  • Book Appointment

Works with

Claude · ChatGPT · Cursor · Any MCP-compatible AI

Install Zapier MCP
Code

Work in code with the Zapier SDK

Expose SMG Tools 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 SMG Tools 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: "smg-tools", owner: "me" });

await zapier.runAction({
  app: 'smg-tools',
  action: 'appointment_cancel',
  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.

SMG Tools Help & Support

Common questions

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About SMG Tools
SMG Tools is a job management platform for service businesses: clients, jobs, scheduling, proposals, invoices and payments in one place.
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