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Zevik Integrations

Business Intelligence

Put Zevik to work with AI and enterprise-grade automation

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

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Start free with email
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  • Full audit trails and controls
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  • 9,000+ apps, 450+ AI tools
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Or pick an app to pair with
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Integrate Xero with ZevikIntegrate Xero with Zevik
Xero
Accounting
Integrate ServiceM8 with ZevikIntegrate ServiceM8 with Zevik
ServiceM8
CRM (Customer Relationship Management)
Integrate Twilio with ZevikIntegrate Twilio with Zevik
Twilio
Phone & SMS
Integrate Google Sheets with ZevikIntegrate Google Sheets with Zevik
Google Sheets
Google, Spreadsheets
Integrate Gmail with ZevikIntegrate Gmail with Zevik
Gmail
Email, Google
Integrate Mailchimp with ZevikIntegrate Mailchimp with Zevik
Mailchimp
Marketing Automation
Integrate Airtable with ZevikIntegrate Airtable with Zevik
Airtable
Databases
Integrate ActiveCampaign with ZevikIntegrate ActiveCampaign with Zevik
ActiveCampaign
Marketing Automation
Integrate Google Tasks with ZevikIntegrate Google Tasks with Zevik
Google Tasks
Google, Task Management
Integrate Xero with ZevikIntegrate Xero with Zevik
Xero
Accounting
Integrate ServiceM8 with ZevikIntegrate ServiceM8 with Zevik
ServiceM8
CRM (Customer Relationship Management)
Integrate Twilio with ZevikIntegrate Twilio with Zevik
Twilio
Phone & SMS
Integrate Google Sheets with ZevikIntegrate Google Sheets with Zevik
Google Sheets
Google, Spreadsheets
Integrate Gmail with ZevikIntegrate Gmail with Zevik
Gmail
Email, Google
Integrate Mailchimp with ZevikIntegrate Mailchimp with Zevik
Mailchimp
Marketing Automation
Integrate Xero with ZevikIntegrate Xero with Zevik
Xero
Accounting
Integrate ServiceM8 with ZevikIntegrate ServiceM8 with Zevik
ServiceM8
CRM (Customer Relationship Management)
Integrate Twilio with ZevikIntegrate Twilio with Zevik
Twilio
Phone & SMS
Integrate Google Sheets with ZevikIntegrate Google Sheets with Zevik
Google Sheets
Google, Spreadsheets
Integrate Gmail with ZevikIntegrate Gmail with Zevik
Gmail
Email, Google
Integrate Mailchimp with ZevikIntegrate Mailchimp with Zevik
Mailchimp
Marketing Automation
Integrate Airtable with ZevikIntegrate Airtable with Zevik
Airtable
Databases
Integrate ActiveCampaign with ZevikIntegrate ActiveCampaign with Zevik
ActiveCampaign
Marketing Automation
Integrate Google Tasks with ZevikIntegrate Google Tasks with Zevik
Google Tasks
Google, Task Management

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Launch your first automated workflow

  • Add newly-sent Zevik quotes in Google Sheets rows

    • Zevik logo
    • Google Sheets logo
    Zevik + Google Sheets
  • Get Gmail notifications when new Zevik quotes are created

    • Zevik logo
    • Gmail logo
    Zevik + Gmail
  • Add Mailchimp subscribers when new quotes are sent in Zevik

    • Zevik logo
    • Mailchimp logo
    Zevik + Mailchimp
  • Create tasks in Google Tasks when new Zevik quotes are created

    • Zevik logo
    • Google Tasks logo
    Zevik + Google Tasks
  • Send SMS messages via Twilio when new quotes are sent in Zevik

    • Zevik logo
    • Twilio logo
    Zevik + Twilio
  • Add new Xero quotes to Zevik

    Premium
    Details
    • Xero logo
    • Zevik logo
    Xero + Zevik
  • Add newly-sent Zevik quotes in Google Sheets rows

    • Zevik logo
    • Google Sheets logo
    Zevik + Google Sheets
  • Get Gmail notifications when new Zevik quotes are created

    • Zevik logo
    • Gmail logo
    Zevik + Gmail
  • Add Mailchimp subscribers when new quotes are sent in Zevik

    • Zevik logo
    • Mailchimp logo
    Zevik + Mailchimp
  • Create tasks in Google Tasks when new Zevik quotes are created

    • Zevik logo
    • Google Tasks logo
    Zevik + Google Tasks
  • Send SMS messages via Twilio when new quotes are sent in Zevik

    • Zevik logo
    • Twilio logo
    Zevik + Twilio
  • Add new Xero quotes to Zevik

    Premium
    Details
    • Xero logo
    • Zevik logo
    Xero + Zevik
  • Create Zevik quotes when new jobs are created in ServiceM8

    • ServiceM8 logo
    • Zevik logo
    ServiceM8 + Zevik
    • Create Zevik quotes when new jobs are created in ServiceM8

      • ServiceM8 logo
      • Zevik logo
      ServiceM8 + Zevik

    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.

    • Zevik triggers, actions, and search
      New Quote

      Triggers when a new quote is created in Zevik.

      Trigger
      Polling
      Try It
      • Quote Title
        Required
      • Client Email
      • Client Phone
      • Quote Amount
      • Scope of Work
      Action
      Write

    For builders

    Let your AI safely access Zevik

    Go beyond Zap workflows. Install Zapier in your AI to call Zevik 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 Zevik 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 Quote

    Works with

    Claude · ChatGPT · Cursor · Any MCP-compatible AI

    Install Zapier MCP
    Code

    Work in code with the Zapier SDK

    Expose Zevik 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 Zevik 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: "zevik", owner: "me" });
    
    await zapier.runAction({
      app: 'zevik',
      action: 'create_quote',
      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.

    Zevik Help & Support

    Common questions

    zevik logo
    About Zevik
    Zevik is a post-quote intelligence layer that continues the sales process after quotes are sent, surfaces client activity, and guides confident follow-up.
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