Whoz Integrations

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Salesforce

CRM (Customer Relationship Management)

Gmail

Email, Google

Notion

Task Management

HubSpot

Marketing Automation

Pipedrive

CRM (Customer Relationship Management)

Sellsy

Sales & CRM

Google Forms

Forms & Surveys, Google

Microsoft Office 365

Email, Microsoft

Odoo ERP Self Hosted

CRM (Customer Relationship Management)

Salesforce

CRM (Customer Relationship Management)

Gmail

Email, Google

Notion

Task Management

HubSpot

Marketing Automation

Pipedrive

CRM (Customer Relationship Management)

Sellsy

Sales & CRM

Salesforce

CRM (Customer Relationship Management)

Gmail

Email, Google

Notion

Task Management

HubSpot

Marketing Automation

Pipedrive

CRM (Customer Relationship Management)

Sellsy

Sales & CRM

Google Forms

Forms & Surveys, Google

Microsoft Office 365

Email, Microsoft

Odoo ERP Self Hosted

CRM (Customer Relationship Management)

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Quickly automate Whoz integrations with Zapier's templates

Send new opportunities created in Whoz via channel messages in Slack
Details
Try it
Whoz + Slack
Send Gmail emails for new Whoz opportunities
Details
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Whoz + Gmail
Create Salesforce records when new opportunities are won in Whoz
Premium
Details
Try it
Whoz + Salesforce
Create Whoz opportunities or deals from new Salesforce records
Premium
Details
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Salesforce + Whoz
Save Whoz opportunities or deals when new fields are updated in Salesforce
Premium
Details
Try it
Salesforce + Whoz
Create HubSpot deals when new opportunities are won in Whoz
Details
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Whoz + HubSpot

Send new opportunities created in Whoz via channel messages in Slack

Details

Try it

Whoz + Slack

Send Gmail emails for new Whoz opportunities

Details

Try it

Whoz + Gmail

Create Salesforce records when new opportunities are won in Whoz

Details

Try it

Whoz + Salesforce

Create Whoz opportunities or deals from new Salesforce records

Details

Try it

Salesforce + Whoz

Save Whoz opportunities or deals when new fields are updated in Salesforce

Details

Try it

Salesforce + Whoz

Create HubSpot deals when new opportunities are won in Whoz

Details

Try it

Whoz + HubSpot

Create HubSpot companies from new Whoz accounts

Details

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Whoz + HubSpot

Create Whoz customer accounts from new Pipedrive organizations

Details

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Pipedrive + Whoz

Create Whoz accounts from new HubSpot companies

Details

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HubSpot + Whoz

Add new Whoz accounts as Pipedrive organizations

Details

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Whoz + Pipedrive

Create deals in Pipedrive from newly-won opportunities in Whoz

Details

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Whoz + Pipedrive

Add new Pipedrive deals to Whoz

Details

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Pipedrive + Whoz

Create HubSpot companies from new Whoz accounts
Details
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Whoz + HubSpot
Create Whoz customer accounts from new Pipedrive organizations
Details
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Pipedrive + Whoz
Create Whoz accounts from new HubSpot companies
Details
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HubSpot + Whoz
Add new Whoz accounts as Pipedrive organizations
Details
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Whoz + Pipedrive
Create deals in Pipedrive from newly-won opportunities in Whoz
Details
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Whoz + Pipedrive
Add new Pipedrive deals to Whoz
Details
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Pipedrive + Whoz

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.

Account Created
Triggers when an account has been created.
Trigger
Polling
Try It
- Workspace ID
  Required
Trigger
Instant
Try It
- Workspace ID
  Required
Trigger
Instant
Try It
- Workspace ID
  Required
Trigger
Instant
Try It
- Workspace ID
  Required
Trigger
Instant
Try It

- Workspace ID
  Required
Trigger
Instant
Try It
- Workspace ID
  Required
Trigger
Instant
Try It

- Workspace ID
  Required
Trigger
Instant
Try It
- Workspace ID
  Required
Trigger
Instant
Try It
- Workspace ID
  Required
Trigger
Instant
Try It
- Workspace ID
  Required
Trigger
Instant
Try It
- Task ID
  Required
- Cancellation Reason
Action
Write
- Name
  Required
- Owner
  Required
- Alias
- Type
- Description
- Website
- Company Registration Number
- Parent Account ID
- External ID
- Tags
- Address - City
- Address - Country Code
- Address - Postal Code
- Address - Street
- Address - Formatted
- Global
- Federation
- Workspace IDs
Action
Write
- Workspace
  Required
- Type
  Required
- Amount Value
  Required
- Amount Currency Code
  Required
- Dossier
- Task ID
- Title
- Note
- Task Month
- Quantity
- Unit Cost Value
- Unit Cost Currency Code
- Posting Indicator
- Purchase Order
- External ID
Action
Write
- 🌐 Federation
  Required
- Name
  Required
- Owner
  Required
- Workspace
  Required
- Start Date
  Required
- Budgeted Workload Value
  Required
- Type
- Description
- End Date
- Billable
- Remoteable
- Dossier
- External ID
- Priority
- Purchase Order
- Code
- Tags
- Qualification IDs
- Planned Workload Value
- Planned Workload Start Date
- Planned Workload Spread Over
- Unit Cost Value
- Unit Cost Currency Code
- Unit Rate Value
- Unit Rate Currency Code
- Address - City
- Address - Country Code
- Address - Postal Code
- Address - Street
- Address - Formatted
- Contract Type (only for POSITION type)
- Language (only for POSITION type)
- Publishing Date (only for POSITION type)
- Expected Skills (JSON)
- Custom Field 1 Key
- Custom Field 1 Value
- Custom Field 2 Key
- Custom Field 2 Value
- Custom Field 3 Key
- Custom Field 3 Value
- Custom Field 4 Key
- Custom Field 4 Value
- Custom Field 5 Key
- Custom Field 5 Value
Action
Write
- Activity ID
  Required
Action
Write
- 🆔 Dossier ID
- 🔗 External ID
- 📝 Deletion Reason
- ✅ Confirm Deletion
  Required
- 💔 Mark as Lost Deal
- 🔒 Keep Current Stage
- 🏷️ Preserve Existing Tags
Action
Write
- Resume UID
  Required
Action
Write
- Task ID
  Required
Action
Write
- Billing Item ID
  Required
Action
Write
- Talent
  Required
- Date
  Required
- Type
  Required
- Workload
  Required
- Task ID
- Workspace
- Custom Type
Action
Write
- Profile ID
  Required
Action
Write
- Task ID
  Required
- Assignee Workloads
  Required
- Start Date
- End Date
- Prefill Timesheet
- Keep Origin Request
Action
Write
- 🆔 Account ID
- 🔗 External ID
- 🏢 Account Name
- 🏷️ Account Alias
- 🎯 Account Type
- 📝 Description
- 🌐 Website URL
- 📋 Registration Number
- 🏢 City
- 🌍 Country
- 📮 Postal Code
- 🛣️ Street Address
- 📍 Full Address
- 🌐 Latitude
- 🌐 Longitude
- 👤 Owner ID
- 🏢 Parent Account ID
- 🏷️ Tags
Action
Write
- Billing Item ID
  Required
- Title
- Note
- Task Month
- Quantity
- Amount Value
- Amount Currency Code
- Unit Cost Value
- Unit Cost Currency Code
- Type
- Task ID
- Posting Indicator
- Purchase Order
- External ID
Action
Write
- Profile ID
  Required
- Version Name
- Headline
- Aptitudes
- Positions
- Educations
- Qualification IDs
- Career Action Plan
- Hobbies
- Links
- Custom Fields
Action
Write
- Task ID
  Required
- Name
- Description
- Type
- Priority
- Start Date
- End Date
- Owner ID
- Dossier ID
- Workspace
- Remoteable
- Billable
- Budgeted Workload Value
- FTE Number
- Unit Rate Value
- Unit Rate Currency Code
- Unit Cost Value
- Unit Cost Currency Code
- Unit Internal Rate Value
- Unit Internal Rate Currency Code
- City
- Country Code
- Postal Code
- Street Address
- Formatted Address
- Latitude
- Longitude
- Status
- Contract Type
- Language
- Publishing Date
- Posting Indicator
- Purchase Order
- External ID
- Request Origin ID
- Delivery Model
- Lost Reason Category
- Canceled On
- Qualification IDs
- Tags
- Expected Skills
- Planned Workloads
- Custom Fields
- Staffing Workflow Step Dates
Action
Write
- Billing Item ID
  Required
Action
Write
- Federation
  Required
- Workspace
  Required
- Include Removed
- Modified Since
Action
Search
- Search Term
Action
Search
- Profile ID
  Required
Action
Search
- Task ID
  Required
Action
Search
- Talent
  Required
- Federation
  Required
- Include Removed
- Modified Since
- Next Token
Action
Search
- Talent ID
- Is Main Profile
Action
Search
- Month
  Required
- Talent
  Required
- Workspace
  Required
Action
Search
- Federation ID
  Required
- External IDs (Multiple)
- External ID (Single)
- Include Removed
- Modified Since
- Next Token
Action
Search
- Federation ID
  Required
- External IDs (Multiple)
- External ID (Single)
- Include Removed
- Modified Since
- Next Token
Action
Search
- Federation
  Required
- External IDs (Optional)
Action
Search

- Workspace ID
  Required
Trigger
Instant
Try It
- Workspace ID
  Required
Trigger
Instant
Try It
- Workspace ID
  Required
Trigger
Instant
Try It
- Workspace ID
  Required
Trigger
Instant
Try It
- Workspace ID
  Required
Trigger
Instant
Try It
- Workspace ID
  Required
Trigger
Instant
Try It
- Workspace ID
  Required
Trigger
Instant
Try It
- Workspace ID
  Required
Trigger
Instant
Try It
- Workspace ID
  Required
Trigger
Instant
Try It
- Workspace ID
  Required
Trigger
Instant
Try It
- 👤 First Name
  Required
- 👤 Last Name
  Required
- 🏢 Federation ID
  Required
- 🏷️ Talent Type
  Required
- 🏢 Workspace
  Required
- 📅 Start Date
  Required
- 🏷️ External ID
- 🔤 Initials
- 🔐 Create Login Account
- 📧 Email Address
- 🎯 Main Email
- ✅ Email Verified
- 📞 Phone Number
- ♀️♂️ Gender
- 🎂 Date of Birth
- 🌍 Nationalities
- 🏢 City
- 🌍 Country
- 📮 Postal Code
- 🛣️ Street Address
- 📍 Full Address
- 🌐 Latitude
- 🌐 Longitude
- 👨‍💼 Manager (Internal ID)
- 👨‍💼 Manager (External ID)
- 🎓 Mentor (Internal ID)
- 🎓 Mentor (External ID)
- ✅ Available for Staffing
- 🔓 Self-Assignable
- ⏱️ Time Tracking Unit
- 🕐 Daily Hours
- 🌍 Time Zone
- 📅 Career Start Date
- 🎖️ Years of Experience
- 📝 HR Notes
- 🏷️ Tags
- 🎓 Qualifications (Internal IDs)
- 🎓 Qualifications (External IDs)
- 🏢 Organizational Unit
- 🎖️ Grade (Internal ID)
- 🎖️ Grade (External ID)
- 👔 Role (Internal ID)
- 👔 Role (External ID)
- 💸 Daily Cost (Amount)
- 💸 Cost Currency
- 💰 Daily Rate (Amount)
- 💰 Rate Currency
- 🔄 Internal Rate (Amount)
- 🔄 Internal Rate Currency
- 🎯 Target Grade
- 🎯 Target Role
- 🎓 Desired Qualifications
- ❤️ Preferred Tasks
- 📚 Interested Trainings
- ✅ Available Since
- 🌅 Next Available Date
- 📅 Recruitment Availability
- 💰 Current Salary
- 🌅 Start Date
- 👨‍💼 Recruiter ID
- 🔍 Recruitment Source
- 🔍 Sourcer ID
- 🚦 Recruitment Stage
- 🎯 Salary Expectation
- 🎯 Target Employment Type
- 🚗 Commute Time
- ❌ Rejection Reason
- 📝 Rejection Details
- 🔄 Workflow Step
- 🔑 Last Login Date
- 📧 Last Invitation Sent
- 🔄 Rotation Flag Date
Action
Write
- Talent
  Required
- Start Date
  Required
- End Date
  Required
- Workspace
Action
Write
- Title
  Required
- Type
  Required
- Owner
  Required
- Initiator
  Required
- Workspace
  Required
- Account ID
- Contact ID
- Dossier ID
- Talent ID
- Task ID
- Notes
- Completed
- Pinned
- Due Date
- Due Time
- Tags
- Links
Action
Write
- Talent
  Required
- Version Name
- Headline
- Aptitudes
- Positions
- Educations
- Qualification IDs
- Career Action Plan
- Hobbies
- Links
- Federation
- Custom Fields
Action
Write
- 🆔 Account ID
- 🔗 External ID
- 📝 Deletion Reason
- ✅ Confirm Deletion
  Required
- 💾 Preserve Description
Action
Write
- Billing Item ID
  Required
Action
Write
- Profile ID
  Required
Action
Write
- 🆔 Talent ID
- 🔗 External ID
- 📝 Deletion Reason
- ✅ Confirm Deletion
  Required
Action
Write
- Activity ID
  Required
Action
Write
- Federation
  Required
- Owner
  Required
- Workspace
  Required
- Effective Date
  Required
- Organizational Unit
- Name
- External ID
- Account ID
- Account External ID
- Owner External ID
- Stage
- Status
- State
- Billing Type
- Valuation Method
- Probability
- Sales Workflow Step
- Close Date
- Project ID
- Next Step
- Lost Reason
- Lost Reason Category
- Budget Amount
- Budget Currency
- Materials Costs Value
- Materials Costs Currency
- Materials Billed Amount Value
- Materials Billed Amount Currency
- Tags
- Managers IDs
- Managers External IDs
- Geographical Areas
- Custom Field 1 Key
- Custom Field 1 Value
- Custom Field 2 Key
- Custom Field 2 Value
- Custom Field 3 Key
- Custom Field 3 Value
- Custom Field 4 Key
- Custom Field 4 Value
- Custom Field 5 Key
- Custom Field 5 Value
Action
Write
- Talent
  Required
- Start Date
  Required
- End Date
  Required
- Type
- Task ID
- Workspace
- Custom Type
- Allow Overload
- Force
- Monday Workload
- Tuesday Workload
- Wednesday Workload
- Thursday Workload
- Friday Workload
- Saturday Workload
- Sunday Workload
Action
Write
- Task ID
  Required
- Talent ID
  Required
- Candidate Status
- Selection Type
- Booking Probability
- Manager Validation Status
- Rejection Reason
- Comment
- Start Date
- End Date
Action
Write
- Task ID
  Required
- Talent ID
  Required
- Rejection Reason
Action
Write
- Activity ID
  Required
- Title
  Required
- Type
  Required
- Owner
  Required
- Initiator
  Required
- Workspace
  Required
- Account ID
- Contact ID
- Dossier ID
- Talent ID
- Task ID
- Notes
- Completed
- Pinned
- Due Date
- Due Time
- Tags
- Links
Action
Write
- 🌐 Federation
  Required
- 🆔 Dossier
- 🔗 External ID
- 📋 Dossier Name
- 🎯 Stage
- 👤 Owner
- 👤 Owner (External ID)
- 👥 Managers (Internal IDs)
- 👥 Managers (External IDs)
- 🏢 Account (External ID)
- 🏢 Workspace
- 🏷️ Tags
Action
Write
- 🆔 Talent ID
- 🔗 External ID
- 👤 First Name
- 👤 Last Name
- 🔤 Initials
- 📧 Email Address
- 🎯 Email is Main
- ✅ Email Verified
- 📞 Phone Number
- ✅ Available for Staffing
- 🔓 Self-Assignable
- 🌍 Time Zone
- 🕐 Daily Hours
- 🎖️ Years of Experience
- 🏢 City
- 🌍 Country
- 📮 Postal Code
- 🛣️ Street Address
- 📍 Full Address
- 🌐 Latitude
- 🌐 Longitude
- 👨‍💼 Manager (Internal ID)
- 👨‍💼 Manager (External ID)
- 🎓 Mentor (Internal ID)
- 🎓 Mentor (External ID)
- 📝 HR Notes
- 🏷️ Tags
Action
Write
- Profile ID
  Required
- Resume File
  Required
- Analyze Resume
Action
Write
- Federation ID
  Required
- External IDs (Multiple)
- External ID (Single)
- Include Removed
- Modified Since
- Next Token
Action
Search
- Federation ID
  Required
- External IDs (Multiple)
- External ID (Single)
- Include Removed
- Modified Since
- Next Token
Action
Search
- Activity ID
  Required
Action
Search
- Talent ID
  Required
Action
Search
- Workspace
  Required
- Federation
  Required
- Include Removed
- Modified Since
- Next Token
Action
Search
- Dossier ID
- Workspace
- Month
- Modified Since
Action
Search
- 🌐 Federation
  Required
- Workspace ID
  Required
- Task Types
- Statuses
- Include Removed
- Modified Since
- Next Token
Action
Search
- Federation
  Required
- Workspace
  Required
- Include Removed
- Modified Since
- Worklogs Modified Since
Action
Search
- Federation ID
  Required
- Dossier IDs (Multiple)
- Dossier ID (Single)
- Workspace ID
- Include Removed
- Modified Since
- Next Token
Action
Search
- Refresh Data
Action
Search

Whoz Help & Support

Common questions

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About Whoz

Whoz is an AI-powered workforce optimization platform designed to assist enterprise-level services firms in streamlining complex and large-scale project.

HelpHelp

Related categories

Project Management

Whoz Integrations

Do more with Whoz integrations

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Quickly automate Whoz integrations with Zapier's templates

Send new opportunities created in Whoz via channel messages in Slack

Send Gmail emails for new Whoz opportunities

Create Salesforce records when new opportunities are won in Whoz

Create Whoz opportunities or deals from new Salesforce records

Save Whoz opportunities or deals when new fields are updated in Salesforce

Create HubSpot deals when new opportunities are won in Whoz

Send new opportunities created in Whoz via channel messages in Slack

Send Gmail emails for new Whoz opportunities

Create Salesforce records when new opportunities are won in Whoz

Create Whoz opportunities or deals from new Salesforce records

Save Whoz opportunities or deals when new fields are updated in Salesforce

Create HubSpot deals when new opportunities are won in Whoz

Create HubSpot companies from new Whoz accounts

Create Whoz customer accounts from new Pipedrive organizations

Create Whoz accounts from new HubSpot companies

Add new Whoz accounts as Pipedrive organizations