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Route the Service Platform Integrations

Proposal & Invoice Management

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Integrate monday.com with Route the Service PlatformIntegrate monday.com with Route the Service Platform
monday.com
Project Management
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ActiveCampaign
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Integrate Squarespace Forms with Route the Service PlatformIntegrate Squarespace Forms with Route the Service Platform
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Integrate QuickBooks Online with Route the Service PlatformIntegrate QuickBooks Online with Route the Service Platform
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Accounting
Integrate PDF.co with Route the Service PlatformIntegrate PDF.co with Route the Service Platform
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Integrate Credit Repair Cloud with Route the Service PlatformIntegrate Credit Repair Cloud with Route the Service Platform
Credit Repair Cloud
CRM (Customer Relationship Management)
Integrate Slack with Route the Service PlatformIntegrate Slack with Route the Service Platform
Slack
Team Chat
Integrate HubSpot with Route the Service PlatformIntegrate HubSpot with Route the Service Platform
HubSpot
Marketing Automation
Integrate monday.com with Route the Service PlatformIntegrate monday.com with Route the Service Platform
monday.com
Project Management
Integrate ActiveCampaign with Route the Service PlatformIntegrate ActiveCampaign with Route the Service Platform
ActiveCampaign
Marketing Automation
Integrate Jotform with Route the Service PlatformIntegrate Jotform with Route the Service Platform
Jotform
Forms & Surveys
Integrate Squarespace Forms with Route the Service PlatformIntegrate Squarespace Forms with Route the Service Platform
Squarespace Forms
Forms & Surveys
Integrate QuickBooks Online with Route the Service PlatformIntegrate QuickBooks Online with Route the Service Platform
QuickBooks Online
Accounting
Integrate PDF.co with Route the Service PlatformIntegrate PDF.co with Route the Service Platform
PDF.co
Documents
Integrate monday.com with Route the Service PlatformIntegrate monday.com with Route the Service Platform
monday.com
Project Management
Integrate ActiveCampaign with Route the Service PlatformIntegrate ActiveCampaign with Route the Service Platform
ActiveCampaign
Marketing Automation
Integrate Jotform with Route the Service PlatformIntegrate Jotform with Route the Service Platform
Jotform
Forms & Surveys
Integrate Squarespace Forms with Route the Service PlatformIntegrate Squarespace Forms with Route the Service Platform
Squarespace Forms
Forms & Surveys
Integrate QuickBooks Online with Route the Service PlatformIntegrate QuickBooks Online with Route the Service Platform
QuickBooks Online
Accounting
Integrate PDF.co with Route the Service PlatformIntegrate PDF.co with Route the Service Platform
PDF.co
Documents
Integrate Credit Repair Cloud with Route the Service PlatformIntegrate Credit Repair Cloud with Route the Service Platform
Credit Repair Cloud
CRM (Customer Relationship Management)
Integrate Slack with Route the Service PlatformIntegrate Slack with Route the Service Platform
Slack
Team Chat
Integrate HubSpot with Route the Service PlatformIntegrate HubSpot with Route the Service Platform
HubSpot
Marketing Automation

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Quickly automate Route the Service Platform integrations with Zapier's templates

  • Create clients in Route from new companies in HubSpot

    • HubSpot logo
    • Route the Service Platform logo
    HubSpot + Route the Service Platform
  • Create clients in Route from new accounts in Salesforce

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    • Salesforce logo
    • Route the Service Platform logo
    Salesforce + Route the Service Platform
  • Create a clients in Route from new customers in QuickBooks Online

    Premium
    Details
    • Route the Service Platform logo
    • QuickBooks Online logo
    Route the Service Platform + QuickBooks Online
  • Create clients in Route from new customers in QuickBooks Online

    Premium
    Details
    • QuickBooks Online logo
    • Route the Service Platform logo
    QuickBooks Online + Route the Service Platform
  • Create companies in HubSpot from new clients in Route

    • Route the Service Platform logo
    • HubSpot logo
    Route the Service Platform + HubSpot
  • Create accounts in Salesforce from new clients in Route

    Premium
    Details
    • Route the Service Platform logo
    • Salesforce logo
    Route the Service Platform + Salesforce
  • Create clients in Route from new companies in HubSpot

    • HubSpot logo
    • Route the Service Platform logo
    HubSpot + Route the Service Platform
  • Create clients in Route from new accounts in Salesforce

    Premium
    Details
    • Salesforce logo
    • Route the Service Platform logo
    Salesforce + Route the Service Platform
  • Create a clients in Route from new customers in QuickBooks Online

    Premium
    Details
    • Route the Service Platform logo
    • QuickBooks Online logo
    Route the Service Platform + QuickBooks Online
  • Create clients in Route from new customers in QuickBooks Online

    Premium
    Details
    • QuickBooks Online logo
    • Route the Service Platform logo
    QuickBooks Online + Route the Service Platform
  • Create companies in HubSpot from new clients in Route

    • Route the Service Platform logo
    • HubSpot logo
    Route the Service Platform + HubSpot
  • Create accounts in Salesforce from new clients in Route

    Premium
    Details
    • Route the Service Platform logo
    • Salesforce logo
    Route the Service Platform + Salesforce
  • Create Monday.com board Items from new clients in Route

    • Route the Service Platform logo
    • monday.com logo
    Route the Service Platform + monday.com
  • Create Monday.com board items from new locations in Route

    • Route the Service Platform logo
    • monday.com logo
    Route the Service Platform + monday.com
  • Create clients in Route from a new board items in Monday.com

    • monday.com logo
    • Route the Service Platform logo
    monday.com + Route the Service Platform
  • Create locations in Route from new board Items in Monday.com

    • monday.com logo
    • Route the Service Platform logo
    monday.com + Route the Service Platform
  • Add new ActiveCampaign contacts to Route the Service Platform as clients

    • ActiveCampaign logo
    • Route the Service Platform logo
    ActiveCampaign + Route the Service Platform
  • Create clients in Route the Service Platform for new activities in Pipedrive

    • Pipedrive logo
    • Route the Service Platform logo
    Pipedrive + Route the Service Platform
    • Create Monday.com board Items from new clients in Route

      • Route the Service Platform logo
      • monday.com logo
      Route the Service Platform + monday.com
    • Create Monday.com board items from new locations in Route

      • Route the Service Platform logo
      • monday.com logo
      Route the Service Platform + monday.com
    • Create clients in Route from a new board items in Monday.com

      • monday.com logo
      • Route the Service Platform logo
      monday.com + Route the Service Platform
    • Create locations in Route from new board Items in Monday.com

      • monday.com logo
      • Route the Service Platform logo
      monday.com + Route the Service Platform
    • Add new ActiveCampaign contacts to Route the Service Platform as clients

      • ActiveCampaign logo
      • Route the Service Platform logo
      ActiveCampaign + Route the Service Platform
    • Create clients in Route the Service Platform for new activities in Pipedrive

      • Pipedrive logo
      • Route the Service Platform logo
      Pipedrive + Route the Service Platform

    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.

    • Route the Service Platform triggers, actions, and search
      Client Created

      Triggers when a new client is created.

      Trigger
      Polling
      Try It
      • Client Name
        Required
      • Location Type
      • Contact Name
      • Contact Email
      • Contact Phone
      • Address
        Required
      • Custom Info
      Action
      Write
      • Client
        Required
      • Location Name
      • Address
        Required
      • Contact Name
      • Contact Email
      • Contact Phone
      • Location Type
      • Notes
      • Custom Info
      Action
      Write
      • Name
      • _id
      Action
      Search
      • Client ID
        Required
      • Client Name
      • Location Type
      • Contact Name
      • Contact Email
      • Contact Phone
      • Address
      • Custom Info
      Action
      Write
      • Client
        Required
      • Location Name
      • Address
        Required
      • Contact Name
      • Contact Email
      • Contact Phone
      • Location Type
      • Notes
      • Custom Info
      Action
      Write
      • Name
      • _id
      Action
      Search

    Route the Service Platform Help & Support

    Common questions

    route-the-service-platform logo
    About Route the Service Platform
    Walkthrough, bidding and proposal software for commercial cleaning companies.
    Related categories

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