Zapier integration for installers
Wire installHUB to the rest of your stack.
No developer required. If you can describe the rule, you can build it.
From copy-and-paste between tools to rules that just run
“Somebody needs to tell sales.”
A job changes status and the update reaches the rest of the business only if a person remembers to post it.
“Can you add that to the spreadsheet?”
Reporting lives in a sheet that is only as current as the last time somebody updated it by hand.
“The lead came in through the other form.”
Enquiries arrive in a tool that does not talk to the job system, so they get re-keyed or lost.
“We would need a developer for that.”
Small, obvious automations never get built because they need engineering time nobody has.
What the Zapier integration for installers can do
Triggers on the events that matter
A job changes status, a payment is received, a new lead lands, or a job breaches its status SLA on Enterprise. Each one can start a Zap without anybody watching a screen.
Alerts where your team already talks
Post to a Slack channel when a job is completed or a large invoice goes unpaid, so the people who need to know find out without being told.
Logs and reporting without re-keying
Append every completed job or received payment to a Google Sheet, and the weekly numbers build themselves.
Marketing sequences that start themselves
Add a customer to a Mailchimp audience when their install completes, so follow-up and review requests are not a manual job.
Create jobs and leads from anywhere
Actions run the other way too. A form, a spreadsheet row or another system can create a job or a lead in installHUB directly.
Captcha-aware HTTP handling
The connection handles the awkward parts of talking to third-party endpoints, so rules keep working rather than silently failing.
Zapier, answered
Do I need a developer to set this up?+
No. Zaps are built in Zapier’s own interface by choosing a trigger and an action. Most rules take about five minutes.
Which plan includes Zapier?+
Integrations, including Zapier, are available on the Pro plan and later.
What can trigger a Zap from installHUB?+
Job status changes, payments received, new leads and, on Enterprise, a job breaching its status SLA. Any of those can start a rule in Zapier.
Can Zapier create things in installHUB, or only read from it?+
Both. As well as triggering on installHUB events, Zapier actions can create jobs and leads in installHUB from other systems.
Do I still need the accounting integrations?+
For bookkeeping, yes. Xero and QuickBooks sync two-way and are purpose-built for invoices, payments and tax codes. Zapier covers everything else.
