Markate Integrations

Name: Zapier
Availability: InStock

Put Markate to work with AI and enterprise-grade automation

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

Start free with email

Continue with Google

Start free with email

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
Free tier available

Or pick an app to pair with

LeadConnector

Marketing Automation

Facebook Lead Ads

Ads & Conversion, Facebook

Quo

Phone & SMS

Gmail

Email, Google

CompanyCam

Images & Design

Gravity Forms

Forms & Surveys, WordPress

Landingi

Website Builders

Mailchimp

Marketing Automation

Wix

Website Builders

LeadConnector

Marketing Automation

Facebook Lead Ads

Ads & Conversion, Facebook

Quo

Phone & SMS

Gmail

Email, Google

CompanyCam

Images & Design

Gravity Forms

Forms & Surveys, WordPress

LeadConnector

Marketing Automation

Facebook Lead Ads

Ads & Conversion, Facebook

Quo

Phone & SMS

Gmail

Email, Google

CompanyCam

Images & Design

Gravity Forms

Forms & Surveys, WordPress

Landingi

Website Builders

Mailchimp

Marketing Automation

Wix

Website Builders

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

Create new Markate customers from new Setmore Appointments contacts
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Setmore Appointments + Markate
Create new Markate customers from new Markate leads
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Markate
Create new Markate customers from completed Quo transcripts
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Quo + Markate
Create new leads in Markate from new form submissions in Gravity Forms
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Gravity Forms + Markate
Create new leads in Markate when pipeline stages change in LeadConnector
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LeadConnector + Markate
Create Markate customers when LeadConnector pipeline stages change
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LeadConnector + Markate

Create new Markate customers from new Setmore Appointments contacts

Details

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Setmore Appointments + Markate

Create new Markate customers from new Markate leads

Details

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Markate

Create new Markate customers from completed Quo transcripts

Details

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Quo + Markate

Create new leads in Markate from new form submissions in Gravity Forms

Details

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Gravity Forms + Markate

Create new leads in Markate when pipeline stages change in LeadConnector

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LeadConnector + Markate

Create Markate customers when LeadConnector pipeline stages change

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LeadConnector + Markate

Create new leads in Markate from newly created leads in LSArespond

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LSArespond + Markate

Create customers in Markate for each new customer added in Markate

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Markate

Add new Markate invoices to LeadConnector as updated contacts

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Markate + LeadConnector

Create Google Sheets rows for new Markate estimates

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Markate + Google Sheets

Halt all workflows for new leads in LeadConnector when a new lead emerges in Markate

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Markate + LeadConnector

Create data source items in Notion for new leads in Markate

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Markate + Notion

Create new leads in Markate from newly created leads in LSArespond
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LSArespond + Markate
Create customers in Markate for each new customer added in Markate
Details
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Markate
Add new Markate invoices to LeadConnector as updated contacts
Details
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Markate + LeadConnector
Create Google Sheets rows for new Markate estimates
Details
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Markate + Google Sheets
Halt all workflows for new leads in LeadConnector when a new lead emerges in Markate
Details
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Markate + LeadConnector
Create data source items in Notion for new leads in Markate
Details
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Markate + Notion

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.

New Call From Kate-Ai Receptionist
Triggers when a new call is added by Kate-AI Receptionist.
Trigger
Polling
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New Customer Group
Triggers when a new customer group is created.
Trigger
Polling
Try It
- Status
- Customer
Trigger
Polling
Try It
- Status
- Type
- Customer Source
Trigger
Polling
Try It
Work Order Completed
Triggers when a work order status changes to completed or invoiced.
Trigger
Polling
Try It

- Customer Type
  Required
- First Name
  Required
- Last Name
- Company
- Email
- Mobile
- Other Phone
- Billing Address
- Suite/Unit
- City
- Zip/Postal Code
- State
- Notes
- Customer Source
- Customer Group
Action
Write
- Customer Type
  Required
- Name
  Required
- Phone
- Other Phone
- Email
- Company
- Address
- Suite/Unit
- City
- Zip
- State
- Source
- Customer Source
- Lead Label
- Notes
Action
Write

New Customer
Triggers when a new customer is added.
Trigger
Polling
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New Customer Source
Triggers when a new customer source is created.
Trigger
Polling
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- Status
- Customer
Trigger
Polling
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New Lead Label
Triggers when a new lead label is added.
Trigger
Polling
Try It
Work Order Scheduled
Triggers when a work order is scheduled.
Trigger
Polling
Try It
- Name
  Required
Action
Write

For builders

Let your AI safely access Markate

Go beyond Zap workflows. Install Zapier in your AI to call Markate 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 Markate 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 Customer Source

Works with

Claude · ChatGPT · Cursor · Any MCP-compatible AI

Install Zapier MCP

Code

Work in code with the Zapier SDK

Expose Markate 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 Markate 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: "markate", owner: "me" });

await zapier.runAction({
  app: 'markate',
  action: 'customer_add',
  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.

Markate 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 Markate

Markate is a business management tool for home service providers, featuring CRM, job management, sales automation, and marketing capabilities.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

Markate Integrations

Put Markate 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

Create new Markate customers from new Setmore Appointments contacts

Create new Markate customers from new Markate leads

Create new Markate customers from completed Quo transcripts

Create new leads in Markate from new form submissions in Gravity Forms

Create new leads in Markate when pipeline stages change in LeadConnector

Create Markate customers when LeadConnector pipeline stages change

Create new Markate customers from new Setmore Appointments contacts

Create new Markate customers from new Markate leads

Create new Markate customers from completed Quo transcripts

Create new leads in Markate from new form submissions in Gravity Forms

Create new leads in Markate when pipeline stages change in LeadConnector

Create Markate customers when LeadConnector pipeline stages change

Create new leads in Markate from newly created leads in LSArespond

Create customers in Markate for each new customer added in Markate

Add new Markate invoices to LeadConnector as updated contacts

Create Google Sheets rows for new Markate estimates

Halt all workflows for new leads in LeadConnector when a new lead emerges in Markate

Create data source items in Notion for new leads in Markate

Create new leads in Markate from newly created leads in LSArespond

Create customers in Markate for each new customer added in Markate

Add new Markate invoices to LeadConnector as updated contacts

Create Google Sheets rows for new Markate estimates

Halt all workflows for new leads in LeadConnector when a new lead emerges in Markate

Create data source items in Notion for new leads in Markate

Let your AI safely access Markate

Call actions in natural language with Zapier MCP

Work in code with the Zapier SDK

Markate 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 Markate Integrations

Popular Markate Integrations

Connect Your App Accounts to Zapier