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Choose a trigger
A trigger is the event that starts your Zap—like a "Clock In" from Connecteam.
Add your action
An action happens after the trigger—such as "Create Active Contract Job" in Knowify.
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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.
- User Archived
Triggers when a user is archived
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - User Updated
Triggers when a user field was edited (real-time trigger).
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Time ClockRequired
- Assigned UserRequired
- Timezone
- Associated JobRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Scheduler
- Time Clock
- TitleRequired
- Job Code
- Description
- Address
- Users or Groups
- Color
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- SchedulerRequired
- Shift titleRequired
- Color
- Shift StartRequired
- Shift EndRequired
- Timezone
- Is this an Open Shift?
- Does this shift require admin approval?
- Do you want to create the shift as a published shift?
- Associated Job
- Assigned Users
- Location Address
- Notes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Assigned user
- Time ClockRequired
- TimezoneRequired
- Start TimeRequired
- End TimeRequired
- Associated JobRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- User IDRequired
- Title
- TextRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Conversation (Team/Channel)Required
- Sender (publisher)Required
- TextRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Form IDRequired
- Form Submission IDRequired
- Manager FieldsRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- SchedulerRequired
- Shift IDRequired
- Shift Title
- Shift Start
- Shift End
- TimeZone
- Is this an Open Shift?
- Does this shift require admin approval?
- Do you what to create the shift as a published shift?
- Associated Job
- Assigned Users
- Location Address
- Notes
- Color
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Form NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Job Name
- Job ID
ActionThis is an event a Zap performs.SearchFind existing data in your app- Form IDRequired
- User ID
- Submission Start Date
- Submission End Date
ActionThis is an event a Zap performs.SearchFind existing data in your app- Task BoardRequired
- Label TitleRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- New AIA Invoice
Triggers when a new AIA invoice has been added.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - New Bill
Triggers when a new bill has been added.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Bill Sent for Approval
Triggers when a bill is sent for approval.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - New Client
Triggers when a new client has been added.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Contract Out for Signature
Triggers when a contract job has been sent out for signature.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - New Invoice Payment
Triggers when a new invoice payment is added.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Phase Scheduled
Triggers when a phase has been scheduled
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - New Product
Triggers when a new trigger has been added.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Job Closed
Triggers when a contract job has been closed
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - New Purchase
Triggers when a new purchase has been added.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - New Task
Triggers when a new task has been added.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - New Service Job
Triggers when a new service job has been added.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - New Vendor
Triggers when a new vendor has been added.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Client NameRequired
- Client Contact Name
- Email Address
- Phone Number
- Client Parent Id
- Street Address
- Street Address (Continued)
- City Name
- State/Province
- Zip Code
- Country Name
- Shipping Same as Billing
- Shipping Street Address
- Shipping Street Address (Cont'd)
- Shipping City Name
- Shipping Contact Name
- Shipping Country Name
- Shipping State/Province Name
- Shipping Zip Code
- Website
- Sync to QB
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Job NameRequired
- Job Costing Style
- Contract TypeRequired
- Client NameRequired
- Sales Lead
- Project Manager
- Job notes
- Address1
- Address2
- City
- State/Province
- Zip
- Country (2 characters)
- Sync to QB
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- DescriptionRequired
- Comment
- Task Complete?
- Deadline
- Date Completed
- Resource
- Job
- Phase
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Vendor NameRequired
- Street Address
- Street Address (Continued)
- City Name
- Client Contact Name
- Country Name
- Email Address
- Phone Number
- State/Province
- Is this vendor a subcontractor?
- Other Details
- Zip Code
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ProductRequired
- Item NameRequired
- Description
- Our CostRequired
- Sale PriceRequired
- Item Number
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Client NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Phase NameRequired
- Project Name
ActionThis is an event a Zap performs.SearchFind existing data in your app- Job NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- DescriptionRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Vendor IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
- New User
Triggers when a new user is added (real time trigger)
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Archive by phone numberRequired
- User ID
- Phone Number
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Time ClockRequired
- Assigned UserRequired
- Timezone
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Scheduler
- Time Clock
- TitleRequired
- Code
- Description
- Color
- Address
- Qualified Users or Groups
- TitleRequired
- Code
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Assigned Task BoardRequired
- Assigned Users
- TitleRequired
- Task Labels
- Task StatusRequired
- Start TimeRequired
- Due DateRequired
- Description
- Title
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- First NameRequired
- Last NameRequired
- Phone NumberRequired
- User TypeRequired
- Email Address
- Send activation SMSRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Schedule IDRequired
- Shift IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Recipient UserRequired
- Sender (publisher)Required
- TextRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- DateRequired
- UserRequired
- IndicatorRequired
- ValueRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Assigned UserRequired
- Policy NameRequired
- BalanceRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Form NameRequired
- Form Submission IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Scheduler IDRequired
- Shift StartRequired
- Shift EndRequired
- Shift ID
- Shift Title
- Job ID
ActionThis is an event a Zap performs.SearchFind existing data in your app- Sub-Job Title
- Sub-Job ID
ActionThis is an event a Zap performs.SearchFind existing data in your app- User ID
- Full Name
- Phone Number
- Email Address
ActionThis is an event a Zap performs.SearchFind existing data in your app- New Allocation
Triggers when a new allocation has been added.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - New Bill Payment
Triggers when a new bill payment is added.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Change Order Made Active
Triggers when a change order has been made active.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Contract Job Made Active
Triggers when a contract job has been made active.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - New Invoice
Triggers when a new invoice has been added.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - New Payment
Triggers when a new payment is added.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Phase Status Changed
Triggers when a phase status is changed
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - New Contract Job
Triggers when a new contract job has been added.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Job Reopened
Triggers when a contract job has been reopened
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Submittal Approved
Triggers when a submittal has been approved.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Task Marked Complete
Triggers when a task has been marked complete
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Service Job Marked Complete
Triggers when a service job has been marked complete.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Job NameRequired
- Client NameRequired
- AddressRequired
- CityRequired
- State/ProvinceRequired
- ZipcodeRequired
- Country (2-letter abbreviation)Required
- Contract Value
- Line Item Name
- Phase Name
- Invoiced to Date
- Labor Cost to Date
- Material Cost to Date
- Sub Cost to Date
- Payments to Date
- Labor Budget
- Material Budget
- Sub Budget
- Sales Lead
- Project Manager
- Job notes
- Sync to QB
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ProductRequired
- Item NameRequired
- Description
- Our CostRequired
- Sale PriceRequired
- Item Number
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- FileNameRequired
- UrlRequired
- Project IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Job NameRequired
- Client NameRequired
- Service Notes
- AddressRequired
- Address 2Required
- CityRequired
- State/Province (2-letter abbreviation)Required
- ZipcodeRequired
- Country (2-letter abbreviation)Required
- Is Time & Materials?Required
- Resource
- Date (MM-DD-YYYY)
- Start Time
- End Time
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- IdRequired
- NameRequired
- Business StateRequired
- Start Date
- Finish Date
- Work Order
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- TaskRequired
- DescriptionRequired
- Comment
- Task Complete?
- Deadline
- Date Completed
- Resource
- Job
- Phase
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Client IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Project IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- DescriptionRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- User IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
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