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

Quo

Phone & SMS

Facebook Lead Ads

Ads & Conversion, Facebook

Facebook Conversions

Ads & Conversion, Facebook

QuickBooks Online

Accounting

WordPress

Website Builders, WordPress

WPForms

Forms & Surveys, WordPress

Bigin by Zoho CRM

CRM (Customer Relationship Management), Zoho

JobTread

Project Management

LeadConnector

Marketing Automation

Quo

Phone & SMS

Facebook Lead Ads

Ads & Conversion, Facebook

Facebook Conversions

Ads & Conversion, Facebook

QuickBooks Online

Accounting

WordPress

Website Builders, WordPress

LeadConnector

Marketing Automation

Quo

Phone & SMS

Facebook Lead Ads

Ads & Conversion, Facebook

Facebook Conversions

Ads & Conversion, Facebook

QuickBooks Online

Accounting

WordPress

Website Builders, WordPress

WPForms

Forms & Surveys, WordPress

Bigin by Zoho CRM

CRM (Customer Relationship Management), Zoho

JobTread

Project Management

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 Markate leads
Details
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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
Details
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LeadConnector + Markate
Create customers in Markate for each new customer added in Markate
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Markate
Create data source items in Notion for new leads in Markate
Details
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Markate + Notion
Send a message in Quo for every new lead in Markate
Details
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Markate + Quo

Create new Markate customers from new Markate leads

Details

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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

Details

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LeadConnector + Markate

Create customers in Markate for each new customer added in Markate

Details

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Markate

Create data source items in Notion for new leads in Markate

Details

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Markate + Notion

Send a message in Quo for every new lead in Markate

Details

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Markate + Quo

Create folders in Google Drive for new customers in Markate

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Markate + Google Drive

Schedule work orders in Markate and create detailed events in Google Calendar

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Markate + Google Calendar

Create or update Quo contacts from new Markate customers

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Markate + Quo

Manage new Markate estimates by creating or updating records in Attio

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Markate + Attio

Create sales invoices in Xero for new invoices in Markate

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Markate + Xero

Create and manage LeadConnector opportunities when new estimates are created in Markate

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Markate + LeadConnector

Create folders in Google Drive for new customers in Markate
Details
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Markate + Google Drive
Schedule work orders in Markate and create detailed events in Google Calendar
Details
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Markate + Google Calendar
Create or update Quo contacts from new Markate customers
Details
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Markate + Quo
Manage new Markate estimates by creating or updating records in Attio
Details
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Markate + Attio
Create sales invoices in Xero for new invoices in Markate
Premium
Details
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Markate + Xero
Create and manage LeadConnector opportunities when new estimates are created in Markate
Details
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Markate + LeadConnector

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
Try It
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
Try It
New Customer Source
Triggers when a new customer source is created.
Trigger
Polling
Try It
- Status
- Customer
Trigger
Polling
Try It
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/ja/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 Markate leads

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

Create new leads in Markate when pipeline stages change in LeadConnector

Create customers in Markate for each new customer added in Markate

Create data source items in Notion for new leads in Markate

Send a message in Quo for every new lead in Markate

Create new Markate customers from new Markate leads

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

Create new leads in Markate when pipeline stages change in LeadConnector

Create customers in Markate for each new customer added in Markate

Create data source items in Notion for new leads in Markate

Send a message in Quo for every new lead in Markate

Create folders in Google Drive for new customers in Markate

Schedule work orders in Markate and create detailed events in Google Calendar

Create or update Quo contacts from new Markate customers

Manage new Markate estimates by creating or updating records in Attio

Create sales invoices in Xero for new invoices in Markate

Create and manage LeadConnector opportunities when new estimates are created in Markate

Create folders in Google Drive for new customers in Markate

Schedule work orders in Markate and create detailed events in Google Calendar

Create or update Quo contacts from new Markate customers

Manage new Markate estimates by creating or updating records in Attio

Create sales invoices in Xero for new invoices in Markate

Create and manage LeadConnector opportunities when new estimates are created 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