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Integrations
Zapier Integration

Automate with Zapier

Connect WorkZen to 7,000+ apps. Automate repetitive tasks, sync data across tools, and build workflows that run while you focus on the real work.

Zap Workflow
Ready
Trigger
New Lead in WorkZen
Action 1
Send Slack Notification
Action 2
Add to Mailchimp

WorkZen Triggers

Kick off automations when things happen in WorkZen - a new lead comes in, a job is completed, an invoice is paid. Your connected apps react instantly.

  • New lead created
  • Job status changed
  • Invoice paid or overdue
Available Triggers
New Lead Created
lead.created
Job Status Changed
job.updated
Invoice Paid
invoice.paid
Estimate Accepted
estimate.accepted
New Client Added
client.created
Zap Workflow
Ready
Trigger
New Lead in WorkZen
Action 1
Send Slack Notification
Action 2
Add to Mailchimp

WorkZen Actions

Push data into WorkZen from other apps. Create leads from form submissions, update job statuses from project tools, or add clients from your CRM.

  • Create leads from any app
  • Update jobs and statuses
  • Sync client data

Popular Automations

Here are some workflows our users love. Mix and match triggers and actions to build exactly what your business needs.

  • New lead in WorkZen -> Slack notification
  • Job completed -> Send follow-up email via Mailchimp
  • Invoice paid -> Update Google Sheets tracker
Popular Automations
New Lead
Slack Notification
Job Completed
Follow-up Email
Invoice Paid
Google Sheets

Frequently Asked Questions

Common questions about the Zapier integration

Yes, you'll need a Zapier account. They offer a free tier that supports basic automations.

Automate Everything

Connect WorkZen to your entire stack with Zapier.

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