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Knowify Integrations

Project Management

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HubSpot

Marketing Automation

Pipedrive

CRM (Customer Relationship Management)

Google Sheets

Google, Spreadsheets

Google Forms

Forms & Surveys, Google

Gmail

Google Drive

File Management & Storage, Google

Microsoft Outlook

Calendar, Email, Microsoft

PandaDoc

Salesforce

CRM (Customer Relationship Management)

HubSpot

Marketing Automation

Pipedrive

CRM (Customer Relationship Management)

Google Sheets

Google, Spreadsheets

Google Forms

Forms & Surveys, Google

Gmail

Google Drive

File Management & Storage, Google

HubSpot

Marketing Automation

Pipedrive

CRM (Customer Relationship Management)

Google Sheets

Google, Spreadsheets

Google Forms

Forms & Surveys, Google

Gmail

Google Drive

File Management & Storage, Google

Microsoft Outlook

Calendar, Email, Microsoft

PandaDoc

Salesforce

CRM (Customer Relationship Management)

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Quickly automate Knowify integrations with Zapier's templates

Create Google Calendar events for new Knowify service jobs
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Knowify + Google Calendar
Send Slack channel messages for new Knowify contract jobs
Details
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Knowify + Slack
Send Slack channel messages for new Knowify service jobs
Details
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Knowify + Slack
Create new Knowify contract jobs for new Pipedrive deals
Details
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Pipedrive + Knowify

Add new Knowify clients as Mailchimp subscribers
Details
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Knowify + Mailchimp

Create Pipedrive deals for new Knowify contract jobs
Details
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Knowify + Pipedrive

Create Google Calendar events for new Knowify service jobs

Knowify + Google Calendar

Send Slack channel messages for new Knowify contract jobs

Knowify + Slack

Send Slack channel messages for new Knowify service jobs

Knowify + Slack

Create new Knowify contract jobs for new Pipedrive deals

Pipedrive + Knowify

Add new Knowify clients as Mailchimp subscribers

Knowify + Mailchimp

Create Pipedrive deals for new Knowify contract jobs

Knowify + Pipedrive

Supported triggers and actions

New AIA Invoice
Triggers when a new AIA invoice has been added.
Trigger
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New Bill
Triggers when a new bill has been added.
Trigger
Polling
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Bill Sent for Approval
Triggers when a bill is sent for approval.
Trigger
Polling
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New Client
Triggers when a new client has been added.
Trigger
Polling
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Contract Out for Signature
Triggers when a contract job has been sent out for signature.
Trigger
Polling
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New Invoice Payment
Triggers when a new invoice payment is added.
Trigger
Polling
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Phase Status Changed
Triggers when a phase status is changed
Trigger
Polling
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New Contract Job
Triggers when a new contract job has been added.
Trigger
Polling
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Job Reopened
Triggers when a contract job has been reopened
Trigger
Polling
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Submittal Approved
Triggers when a submittal has been approved.
Trigger
Polling
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Task Marked Complete
Triggers when a task has been marked complete
Trigger
Polling
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Service Job Marked Complete
Triggers when a service job has been marked complete.
Trigger
Polling
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- Job NameRequired
- Client NameRequired
- AddressRequired
- CityRequired
- State/ProvinceRequired
- ZipcodeRequired
- Country (2-letter abbreviation)Required
- Contract Value
- Line Item Name
- Phase Name
- Invoiced to Date
- Labor Cost to Date
- Material Cost to Date
- Sub Cost to Date
- Payments to Date
- Labor Budget
- Material Budget
- Sub Budget
- Sales Lead
- Project Manager
- Job notes
- Sync to QB
Action
Write
- ProductRequired
- Item NameRequired
- Description
- Our CostRequired
- Sale PriceRequired
- Item Number
Action
Write
- FileNameRequired
- UrlRequired
- Project IdRequired
Action
Write
- Job NameRequired
- Client NameRequired
- Service Notes
- AddressRequired
- Address 2Required
- CityRequired
- State/Province (2-letter abbreviation)Required
- ZipcodeRequired
- Country (2-letter abbreviation)Required
- Is Time & Materials?Required
- Resource
- Date (MM-DD-YYYY)
- Start Time
- End Time
Action
Write
- ProductRequired
- Item NameRequired
- Description
- Our CostRequired
- Sale PriceRequired
- Item Number
Action
Write
- Client NameRequired
Action
Search
- NameRequired
Action
Search
- Project IdRequired
Action
Search
- DescriptionRequired
Action
Search
- User IdRequired
Action
Search

New Allocation
Triggers when a new allocation has been added.
Trigger
Polling
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New Bill Payment
Triggers when a new bill payment is added.
Trigger
Polling
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Change Order Made Active
Triggers when a change order has been made active.
Trigger
Polling
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Contract Job Made Active
Triggers when a contract job has been made active.
Trigger
Polling
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New Invoice
Triggers when a new invoice has been added.
Trigger
Polling
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New Payment
Triggers when a new payment is added.
Trigger
Polling
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New Product
Triggers when a new trigger has been added.
Trigger
Polling
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Job Closed
Triggers when a contract job has been closed
Trigger
Polling
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New Purchase
Triggers when a new purchase has been added.
Trigger
Polling
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New Task
Triggers when a new task has been added.
Trigger
Polling
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New Service Job
Triggers when a new service job has been added.
Trigger
Polling
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New Vendor
Triggers when a new vendor has been added.
Trigger
Polling
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- Client NameRequired
- Client Contact Name
- Email Address
- Phone Number
- Client Parent Id
- Street Address
- Street Address (Continued)
- City Name
- State/Province
- Zip Code
- Country Name
- Shipping Same as Billing
- Shipping Street Address
- Shipping Street Address (Cont'd)
- Shipping City Name
- Shipping Contact Name
- Shipping Country Name
- Shipping State/Province Name
- Shipping Zip Code
- Website
- Sync to QB
Action
Write
- Job NameRequired
- Job Costing Style
- Contract TypeRequired
- Client NameRequired
- Sales Lead
- Project Manager
- Job notes
- Address1
- Address2
- City
- State/Province
- Zip
- Country (2 characters)
- Sync to QB
Action
Write
- DescriptionRequired
- Comment
- Task Complete?
- Deadline
- Date Completed
- Resource
- Job
Action
Write
- Vendor NameRequired
- Street Address
- Street Address (Continued)
- City Name
- Client Contact Name
- Country Name
- Email Address
- Phone Number
- State/Province
- Is this vendor a subcontractor?
- Other Details
- Zip Code
Action
Write
- TaskRequired
- DescriptionRequired
- Comment
- Task Complete?
- Deadline
- Date Completed
- Resource
- Job
Action
Write
- Client IdRequired
Action
Search
- Job NameRequired
Action
Search
- DescriptionRequired
Action
Search
- NameRequired
Action
Search
- Vendor IdRequired
Action
Search

About Knowify

Knowify is a job costing and project management platform for contractors.

Related categories

Project Management