Spruce Integrations

Name: Zapier
Availability: InStock

Put Spruce to work with AI and enterprise-grade automation

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

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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
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Or pick an app to pair with

Todoist

Task Management

Zoho CRM

CRM (Customer Relationship Management), Zoho

Bigin by Zoho CRM

CRM (Customer Relationship Management), Zoho

Airtable

Databases

Google Sheets

Google, Spreadsheets

Slack

Team Chat

monday.com

Project Management

Microsoft Excel

Microsoft, Spreadsheets

ServiceM8

CRM (Customer Relationship Management)

Todoist

Task Management

Zoho CRM

CRM (Customer Relationship Management), Zoho

Bigin by Zoho CRM

CRM (Customer Relationship Management), Zoho

Airtable

Databases

Google Sheets

Google, Spreadsheets

Slack

Team Chat

Todoist

Task Management

Zoho CRM

CRM (Customer Relationship Management), Zoho

Bigin by Zoho CRM

CRM (Customer Relationship Management), Zoho

Airtable

Databases

Google Sheets

Google, Spreadsheets

Slack

Team Chat

monday.com

Project Management

Microsoft Excel

Microsoft, Spreadsheets

ServiceM8

CRM (Customer Relationship Management)

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Launch your first automated workflow

Send Slack messages for new Spruce proposals sent
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Spruce + Slack
Send channel messages in Slack for new downloaded reports by installer in Spruce
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Spruce + Slack
Create new jobs in ServiceM8 when new jobs are created in Spruce
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Spruce + ServiceM8
Create new Airtable records every time new jobs are created in Spruce
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Spruce + Airtable
Create new rows in Coda when job statuses change in Spruce
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Spruce + Coda
Create new ServiceM8 jobs when estimates are accepted in Spruce
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Spruce + ServiceM8

Send Slack messages for new Spruce proposals sent

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Spruce + Slack

Send channel messages in Slack for new downloaded reports by installer in Spruce

Details

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Spruce + Slack

Create new jobs in ServiceM8 when new jobs are created in Spruce

Details

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Spruce + ServiceM8

Create new Airtable records every time new jobs are created in Spruce

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Spruce + Airtable

Create new rows in Coda when job statuses change in Spruce

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Spruce + Coda

Create new ServiceM8 jobs when estimates are accepted in Spruce

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Spruce + ServiceM8

Send Gmail emails when new proposals are sent in Spruce

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Spruce + Gmail

Create new rows in Coda when proposals are accepted in Spruce

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Spruce + Coda

Update LeadConnector contacts when new estimates are sent in Spruce

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Spruce + LeadConnector

Tag contacts in ActiveCampaign when proposals are accepted in Spruce

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Spruce + ActiveCampaign

Add new Spruce estimates to LeadConnector workflow as leads

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Spruce + LeadConnector

Track job status changes in Spruce by creating new rows in Google Sheets

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Spruce + Google Sheets

Send Gmail emails when new proposals are sent in Spruce
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Spruce + Gmail
Create new rows in Coda when proposals are accepted in Spruce
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Spruce + Coda
Update LeadConnector contacts when new estimates are sent in Spruce
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Spruce + LeadConnector
Tag contacts in ActiveCampaign when proposals are accepted in Spruce
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Spruce + ActiveCampaign
Add new Spruce estimates to LeadConnector workflow as leads
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Spruce + LeadConnector
Track job status changes in Spruce by creating new rows in Google Sheets
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Spruce + Google Sheets

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.

Estimate Accepted
Triggers when an estimate is accepted.
Trigger
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Estimate Opened
Triggers when an estimate is opened.
Trigger
Instant
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Estimate Sent
Triggers when a new estimate is sent to a customer.
Trigger
Instant
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Handover Pack Sent
Triggers when a new handover pack is sent to a customer.
Trigger
Instant
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Job Owner Changed
Triggers when Job owner is changed.
Trigger
Instant
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Proposal Accepted
Triggers when a proposal is accepted.
Trigger
Instant
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Proposal Opened
Triggers when a proposal is opened.
Trigger
Instant
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Quote Downloaded by Installer
Triggers when a quote is downloaded by the installer.
Trigger
Instant
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Quote Sent
Triggers when a new quote is sent to a customer.
Trigger
Instant
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Report Opened
Triggers when a report is opened.
Trigger
Instant
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- Property altitude in meters
- Built form of the property
  Required
- Total floor area in square meters
  Required
- Current heating fuel type
  Required
- Loft insulation thickness
  Required
- Number of bathrooms
- Number of bedrooms
  Required
- Number of storeys
- UK postcode
  Required
- Property type
  Required
- Room height in metres
- Wall construction and insulation type
  Required
- Window glazing type
  Required
- Full property address (consisting of optional apartment number, street and post town) without postcode
  Required
- Customer's email address
  Required
- Customer's first name
  Required
- Customer's last name
  Required
- Customer's phone number
  Required
- EPC Certificate number for an English/Welsh EPC. If this is present, we will make a best-effort attempt to retrieve the EPC data and link it to the job.
- Optional custom name for the job
- Optional job reference, which must be unique within the company. If not provided, will be generated from the customer surname. Must be at least 3 characters long and not contain the # character. The API will return an error if the reference is invalid or already exists.
- Latitude and longitude coordinates of the address [lat, lng]
  Required
- Outdoor space availability. Only relevant for flats - indicates where the heat pump could be installed.
- The ID of an associated Payaca project. If included and the authed company has a Payaca integration set up, the job in Spruce will be linked to this Payaca project. This ID cannot be changed after the job is created.
- Source of the lead (e.g., 'API', 'Social media', 'Search engine', 'Word of mouth', 'Trade show')
- Tags to apply to this job. If a tag name does not exist for your company, it will be created automatically.
- Unique Delivery Point Reference Number
- Unique Property Reference Number. If this is included but the EPC certificate number key is omitted, we will attempt to retrieve the EPC from this. Passing the EPC certificate number is a more reliable method to retrieve an EPC.
- Year the property was built.
Action
Write

Estimate Callback Requested
Triggers when a callback for an estimate is requested.
Trigger
Instant
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Estimate Rejected
Triggers when an estimate is rejected by the customer.
Trigger
Instant
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Handover Pack Downloaded by Installer
Triggers when a handover pack is downloaded by the installer.
Trigger
Instant
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Job Created
Triggers when a new Job is created.
Trigger
Instant
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Job Status Changed
Triggers when Job status is changed.
Trigger
Instant
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Proposal Downloaded by Installer
Triggers when a proposal is downloaded by the installer.
Trigger
Instant
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Proposal Sent
Triggers when a new proposal is sent to a customer.
Trigger
Instant
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Quote Opened
Triggers when a quote is opened.
Trigger
Instant
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Report Downloaded by Installer
Triggers when a report is downloaded by the installer.
Trigger
Instant
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Report Sent
Triggers when a new report is sent to a customer.
Trigger
Instant
Try It

Spruce 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 Spruce

Transform your heat pump business. Streamline your workflow and save days every month with Spruce.

HelpHelp

Related categories

Productivity

Spruce Integrations

Put Spruce 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

Launch your first automated workflow

Send Slack messages for new Spruce proposals sent

Send channel messages in Slack for new downloaded reports by installer in Spruce

Create new jobs in ServiceM8 when new jobs are created in Spruce

Create new Airtable records every time new jobs are created in Spruce

Create new rows in Coda when job statuses change in Spruce

Create new ServiceM8 jobs when estimates are accepted in Spruce

Send Slack messages for new Spruce proposals sent

Send channel messages in Slack for new downloaded reports by installer in Spruce

Create new jobs in ServiceM8 when new jobs are created in Spruce

Create new Airtable records every time new jobs are created in Spruce

Create new rows in Coda when job statuses change in Spruce

Create new ServiceM8 jobs when estimates are accepted in Spruce

Send Gmail emails when new proposals are sent in Spruce

Create new rows in Coda when proposals are accepted in Spruce

Update LeadConnector contacts when new estimates are sent in Spruce

Tag contacts in ActiveCampaign when proposals are accepted in Spruce

Add new Spruce estimates to LeadConnector workflow as leads

Track job status changes in Spruce by creating new rows in Google Sheets

Send Gmail emails when new proposals are sent in Spruce

Create new rows in Coda when proposals are accepted in Spruce

Update LeadConnector contacts when new estimates are sent in Spruce

Tag contacts in ActiveCampaign when proposals are accepted in Spruce

Add new Spruce estimates to LeadConnector workflow as leads

Track job status changes in Spruce by creating new rows in Google Sheets

Supported triggers and actions

Spruce 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

Popular Spruce Integrations

Popular Spruce Integrations

Spruce Integrations

Put Spruce 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

Send Slack messages for new Spruce proposals sent

Send channel messages in Slack for new downloaded reports by installer in Spruce

Create new jobs in ServiceM8 when new jobs are created in Spruce

Create new Airtable records every time new jobs are created in Spruce

Create new rows in Coda when job statuses change in Spruce

Create new ServiceM8 jobs when estimates are accepted in Spruce

Send Slack messages for new Spruce proposals sent

Send channel messages in Slack for new downloaded reports by installer in Spruce

Create new jobs in ServiceM8 when new jobs are created in Spruce

Create new Airtable records every time new jobs are created in Spruce

Create new rows in Coda when job statuses change in Spruce

Create new ServiceM8 jobs when estimates are accepted in Spruce

Send Gmail emails when new proposals are sent in Spruce

Create new rows in Coda when proposals are accepted in Spruce

Update LeadConnector contacts when new estimates are sent in Spruce

Tag contacts in ActiveCampaign when proposals are accepted in Spruce

Add new Spruce estimates to LeadConnector workflow as leads

Track job status changes in Spruce by creating new rows in Google Sheets

Send Gmail emails when new proposals are sent in Spruce

Create new rows in Coda when proposals are accepted in Spruce

Update LeadConnector contacts when new estimates are sent in Spruce

Tag contacts in ActiveCampaign when proposals are accepted in Spruce

Add new Spruce estimates to LeadConnector workflow as leads

Track job status changes in Spruce by creating new rows in Google Sheets

Spruce Help & Support

Common questions

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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 Spruce Integrations

Popular Spruce Integrations

Connect Your App Accounts to Zapier