Eworks Integrations

Name: Zapier
Availability: InStock

Put Eworks to work with AI and enterprise-grade automation

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

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No-code AI automation
Full audit trails and controls
SOC 2 and GDPR compliant
Easy visual workflow builder
9,000+ apps, 450+ AI tools
Free tier available

Or pick an app to pair with

Connecteam

Scheduling & Booking

Brevo

Email Newsletters

Docusign

AI Document Extraction, Signatures

Dropbox

File Management & Storage

ConnectWise Manage

CRM (Customer Relationship Management)

bexio

Accounting

Dext

Accounting

Deputy

Scheduling & Booking

Facebook Lead Ads

Ads & Conversion, Facebook

Connecteam

Scheduling & Booking

Brevo

Email Newsletters

Docusign

AI Document Extraction, Signatures

Dropbox

File Management & Storage

ConnectWise Manage

CRM (Customer Relationship Management)

bexio

Accounting

Connecteam

Scheduling & Booking

Brevo

Email Newsletters

Docusign

AI Document Extraction, Signatures

Dropbox

File Management & Storage

ConnectWise Manage

CRM (Customer Relationship Management)

bexio

Accounting

Dext

Accounting

Deputy

Scheduling & Booking

Facebook Lead Ads

Ads & Conversion, Facebook

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

Add new Eworks customers as HubSpot companies
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Eworks + HubSpot
Add new Eworks customers to Mailchimp as subscribers
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Eworks + Mailchimp
Add/Update Mailchimp subscribers when Eworks customers are updated
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Eworks + Mailchimp
Create Trustpilot invitations for newly-completed jobs in Eworks
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Eworks + Trustpilot
Add new Eworks customers as Salesforce records
Premium
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Eworks + Salesforce
Create Trustpilot invitations when Eworks invoices are paid
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Eworks + Trustpilot

Add new Eworks customers as HubSpot companies

Details

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Eworks + HubSpot

Add new Eworks customers to Mailchimp as subscribers

Details

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Eworks + Mailchimp

Add/Update Mailchimp subscribers when Eworks customers are updated

Details

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Eworks + Mailchimp

Create Trustpilot invitations for newly-completed jobs in Eworks

Details

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Eworks + Trustpilot

Add new Eworks customers as Salesforce records

Details

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Eworks + Salesforce

Create Trustpilot invitations when Eworks invoices are paid

Details

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Eworks + Trustpilot

Create Facebook posts when new customers are created in Eworks

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Eworks + Facebook Pages

Add new Facebook Lead Ads leads to Eworks

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Facebook Lead Ads + Eworks

Create Google Sheets rows for new Eworks jobs

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Eworks + Google Sheets

Add new Eworks appointments as Google Calendar events

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Eworks + Google Calendar

Create tags in Pleo for new jobs in Eworks

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Eworks + Pleo

Add new Pleo expenses to Eworks

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Pleo + Eworks

Create Facebook posts when new customers are created in Eworks
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Eworks + Facebook Pages
Add new Facebook Lead Ads leads to Eworks
Premium
Details
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Facebook Lead Ads + Eworks
Create Google Sheets rows for new Eworks jobs
Details
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Eworks + Google Sheets
Add new Eworks appointments as Google Calendar events
Details
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Eworks + Google Calendar
Create tags in Pleo for new jobs in Eworks
Details
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Eworks + Pleo
Add new Pleo expenses to Eworks
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Pleo + Eworks

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.

Appointment Accepted
Triggers when an appointment is accepted.
Trigger
Instant
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Appointment Cancelled
Triggers when an appointment is cancelled.
Trigger
Instant
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Appointment Declined
Triggers when an appointment is declined.
Trigger
Instant
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Appointment on Route
Triggers when an appointment status changed to on route.
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Instant
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Appointment Status Changed
Triggers when appointment status is changed.
Trigger
Instant
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Expense Authorised
Triggers when an expense is authorised.
Trigger
Instant
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Expense Updated
Triggers when an expense is updated.
Trigger
Instant
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Invoice Paid
Triggers when an invoice is paid.
Trigger
Instant
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Item Updated
Triggers when an item is updated.
Trigger
Instant
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Job Authorised
Triggers when a job is Authorised.
Trigger
Instant
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Job Completed
Triggers when a job is completed.
Trigger
Instant
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Job on Hold
Triggers when a job status is changed to On Hold.
Trigger
Instant
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Job Updated
Triggers when a job is updated.
Trigger
Instant
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Lead Rejected
Triggers when a lead is rejected.
Trigger
Instant
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New Appointment
Triggers when a new job appointment is created.
Trigger
Instant
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New Expense
Triggers when a new expense is created.
Trigger
Instant
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New Item
Triggers when a new Item is created.
Trigger
Instant
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New Lead
Triggers when a new lead is created.
Trigger
Instant
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New Quote
Triggers when a new quote is created.
Trigger
Instant
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Purchase Order Approved
Triggers when a purchase order is approved.
Trigger
Instant
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Purchase Order Paid
Triggers when a purchase order is paid.
Trigger
Instant
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Quote Accepted
Triggers when a quote is accepted.
Trigger
Instant
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Quote Updated
Triggers when a quote is updated.
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Instant
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- Customer Type
  Required
- Customer Name
  Required
- Full Name
  Required
- Email Address
- Telephone
- Address
  Required
- City
- County
- Postcode
- Country
- Notes
Action
Write
- Customer Name
  Required
- Invoice Date
  Required
- Due Date
- Terms
- Internal Notes
- Customer Notes
- Purchase Order Ref
- Job Order Ref
- Item Code
  Required
- Item Description
- Account Code
- Tax Rate
- Quantity
- Discount Type
- Discount Value
- Cost Price
- Price
Action
Write
- Customer
  Required
- Job Type
- Start Date
  Required
- Complete By
  Required
- Short Description
  Required
- Description
- Customer Notes
- Internal Notes
- Item Code
- Description
- Quantity
- Cost Price
- Price
- Customer Site Name
Action
Write
- Supplier Name
  Required
- Customer Name
- Purchase Date
  Required
- Payment Terms
- Supplier Notes
- Delivery Notes
- Internal Notes
Action
Write
- Supplier Name
  Required
- Full Name
  Required
- Email Address
- Telephone
- Address
  Required
- City
- County
- Postcode
- Country
Action
Write
- Item Code
  Required
Action
Search
- Invoice Ref
  Required
Action
Search
- Purchase Order Ref
  Required
Action
Search
- Customer Name
  Required
- Full Name
  Required
- Address
  Required
- Customer Type
  Required
- Email Address
- Telephone
- City
- County
- Postcode
- Country
- Notes
Action
Search or write
- Supplier Name
  Required
- Full Name
  Required
- Email Address
- Telephone
- Address
  Required
- City
- County
- Postcode
- Country
Action
Search or write

Appointment Action Required
Triggers when an appointment status is action required.
Trigger
Instant
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Appointment Completed
Triggers when an appointment is completed.
Trigger
Instant
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Appointment on Hold
Triggers when an appointment status is changed to on hold.
Trigger
Instant
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Appointment on Site
Triggers when an appointment status is changed to on site.
Trigger
Instant
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Customer Updated
Triggers when a customer is updated.
Trigger
Instant
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Expense Paid
Triggers when an expense is paid.
Trigger
Instant
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Invoice Cancelled
Triggers when an invoice is cancelled.
Trigger
Instant
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Invoice Updated
Triggers when an invoice is updated.
Trigger
Instant
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Job Action Required
Triggers when a job status is changed to Action Required.
Trigger
Instant
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Job Cancelled
Triggers when a job is Cancelled.
Trigger
Instant
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Job in Progress
Triggers when a job status is changed to In Progress.
Trigger
Instant
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Job Status Changed
Triggers when a job status is changed.
Trigger
Instant
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Lead Authorised
Triggers when a lead is authorised.
Trigger
Instant
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Lead Updated
Triggers when a lead is updated.
Trigger
Instant
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New Customer
Triggers when a new customer is created.
Trigger
Instant
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New Invoice
Triggers when a new invoice is created.
Trigger
Instant
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New Job
Triggers when a new job is created.
Trigger
Instant
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New Purchase Order
Triggers when a new purchase order is created.
Trigger
Instant
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New Supplier
Triggers when a new supplier is created.
Trigger
Instant
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Purchase Order Cancelled
Triggers when a purchase order is cancelled.
Trigger
Instant
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Purchase Order Updated
Triggers when a purchase order is updated.
Trigger
Instant
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Quote Rejected
Triggers when a quote is rejected.
Trigger
Instant
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Supplier Updated
Triggers when a supplier is updated.
Trigger
Instant
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- Expense Name
  Required
- Net Amount
  Required
- VAT Amount
  Required
- Expense Date
  Required
- Reference
- Billable?
- Authorised?
- Paid?
- Notes
Action
Write
- Item Type
  Required
- Item Category
  Required
- Item Name
  Required
- Item Code
  Required
- Cost Price
  Required
- Price
  Required
- Item Description
Action
Write
- Full Name
  Required
- Company Name
  Required
- Email Address
  Required
- Telephone
  Required
- Mobile
- Address
- City
- County
- Postcode
- Country
Action
Write
- Customer Name
  Required
- Quote Date
- Expiry Date
- Preferred Job Date
- Preferred Job Time
- Description
- Customer Notes
- Terms
- Internal Notes
Action
Write
- Customer Name
  Required
- Full Name
  Required
- Address
  Required
Action
Search
- Supplier Name
  Required
Action
Search
- Job Ref
  Required
Action
Search
- Quote Ref
  Required
Action
Search
- Item Code
  Required
- Item Type
  Required
- Item Category
  Required
- Item Name
  Required
- Cost Price
  Required
- Price
  Required
- Item Description
Action
Search or write

For builders

Let your AI safely access Eworks

Go beyond Zap workflows. Install Zapier in your AI to call Eworks 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 Eworks 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 Customer
Create Expense

Works with

Claude · ChatGPT · Cursor · Any MCP-compatible AI

Install Zapier MCP

Code

Work in code with the Zapier SDK

Expose Eworks 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 Eworks connection @ https://zapier.com/fr/app/assets/connections

Run an action

// Typescript
import { createZapierSdk } from "@zapier/zapier-sdk";

const zapier = createZapierSdk();

const { data: connection } = await zapier.findFirstConnection({ app: "eworks", owner: "me" });

await zapier.runAction({
  app: 'eworks',
  action: 'create_customer',
  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.

Eworks 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 Eworks

Eworks is an award-winning Job Management software that allows your business to manage jobs and projects from Quote through to invoice

HelpHelp

Related categories

CRM (Customer Relationship Management)

Eworks Integrations

Put Eworks 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

Add new Eworks customers as HubSpot companies

Add new Eworks customers to Mailchimp as subscribers

Add/Update Mailchimp subscribers when Eworks customers are updated

Create Trustpilot invitations for newly-completed jobs in Eworks

Add new Eworks customers as Salesforce records

Create Trustpilot invitations when Eworks invoices are paid

Add new Eworks customers as HubSpot companies

Add new Eworks customers to Mailchimp as subscribers

Add/Update Mailchimp subscribers when Eworks customers are updated

Create Trustpilot invitations for newly-completed jobs in Eworks

Add new Eworks customers as Salesforce records

Create Trustpilot invitations when Eworks invoices are paid

Create Facebook posts when new customers are created in Eworks

Add new Facebook Lead Ads leads to Eworks

Create Google Sheets rows for new Eworks jobs

Add new Eworks appointments as Google Calendar events

Create tags in Pleo for new jobs in Eworks

Add new Pleo expenses to Eworks

Create Facebook posts when new customers are created in Eworks

Add new Facebook Lead Ads leads to Eworks

Create Google Sheets rows for new Eworks jobs

Add new Eworks appointments as Google Calendar events

Create tags in Pleo for new jobs in Eworks

Add new Pleo expenses to Eworks

Let your AI safely access Eworks

Call actions in natural language with Zapier MCP

Work in code with the Zapier SDK

Eworks 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 Eworks Integrations

Popular Eworks Integrations

Connect Your App Accounts to Zapier