Knowify Integrations

Knowify Help & Support

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Create Google Calendar events for new Knowify service jobs
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Knowify + Google Calendar
Create new clients in Knowify from new persons in Pipeline CRM
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Pipeline CRM + Knowify
Send Slack channel messages for new Knowify contract jobs
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Knowify + Slack
Send Slack channel messages for new Knowify service jobs
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Knowify + Slack

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

Add new Knowify clients as Mailchimp subscribers
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Knowify + Mailchimp

Create Google Calendar events for new Knowify service jobs

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Knowify + Google Calendar

Create new clients in Knowify from new persons in Pipeline CRM

Details

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Pipeline CRM + Knowify

Send Slack channel messages for new Knowify contract jobs

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Knowify + Slack

Send Slack channel messages for new Knowify service jobs

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Knowify + Slack

Create new Knowify contract jobs for new Pipedrive deals

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Pipedrive + Knowify

Add new Knowify clients as Mailchimp subscribers

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Knowify + Mailchimp

Supported triggers and actions

What does this mean?

New AIA Invoice
Triggers when a new AIA invoice has been added.
Trigger
Scheduled
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New Bill
Triggers when a new bill has been added.
Trigger
Scheduled
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Bill Sent for Approval
Triggers when a bill is sent for approval.
Trigger
Scheduled
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Contract Job Made Active
Triggers when a contract job has been made active.
Trigger
Scheduled
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New Invoice
Triggers when a new invoice has been added.
Trigger
Scheduled
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New Payment
Triggers when a new payment is added.
Trigger
Scheduled
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New Product
Triggers when a new trigger has been added.
Trigger
Scheduled
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Job Closed
Triggers when a contract job has been closed
Trigger
Scheduled
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New Purchase
Triggers when a new purchase has been added.
Trigger
Scheduled
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New Task
Triggers when a new task has been added.
Trigger
Scheduled
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New Service Job
Triggers when a new service job has been added.
Trigger
Scheduled
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New Vendor
Triggers when a new vendor has been added.
Trigger
Scheduled
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- Client NameRequired
- Client Parent Id
- Street Address
- Street Address (Continued)
- City Name
- Client Contact Name
- Country Name
- Email Address
- Phone Number
- 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
- State/Province
- Website
- Zip Code
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)
Action
Write
- DescriptionRequired
- Comment
- Task Complete?
- Deadline
- Date Completed
- Resource
- Job
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
Scheduled
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New Bill Payment
Triggers when a new bill payment is added.
Trigger
Scheduled
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New Client
Triggers when a new client has been added.
Trigger
Scheduled
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Contract Out for Signature
Triggers when a contract job has been sent out for signature.
Trigger
Scheduled
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New Invoice Payment
Triggers when a new invoice payment is added.
Trigger
Scheduled
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Phase Status Changed
Triggers when a phase status is changed
Trigger
Scheduled
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New Contract Job
Triggers when a new contract job has been added.
Trigger
Scheduled
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Job Reopened
Triggers when a contract job has been reopened
Trigger
Scheduled
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Submittal Approved
Triggers when a submittal has been approved.
Trigger
Scheduled
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Task Marked Complete
Triggers when a task has been marked complete
Trigger
Scheduled
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Service Job Marked Complete
Triggers when a service job has been marked complete.
Trigger
Scheduled
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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
Action
Write
- ProductRequired
- Item NameRequired
- Description
- Our CostRequired
- Sale PriceRequired
- Item Number
Action
Write
- FileNameRequired
- UrlRequired
- Project IdRequired
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.

Learn more Help

Related categories

Project Management

Knowify Integrations

Knowify Help & Support

Do more with Knowify integrations

Google Sheets

Pipedrive

HubSpot

Microsoft Outlook

Google Forms

Gmail

Google Drive

Slack

QuickBooks Online

Google Sheets

Pipedrive

HubSpot

Microsoft Outlook

Google Forms

Gmail

Google Sheets

Pipedrive

HubSpot

Microsoft Outlook

Google Forms

Gmail

Google Drive

Slack

QuickBooks Online

Create Google Calendar events for new Knowify service jobs

Create new clients in Knowify from new persons in Pipeline CRM

Send Slack channel messages for new Knowify contract jobs

Send Slack channel messages for new Knowify service jobs

Create new Knowify contract jobs for new Pipedrive deals

Add new Knowify clients as Mailchimp subscribers

Create Google Calendar events for new Knowify service jobs

Create new clients in Knowify from new persons in Pipeline CRM

Send Slack channel messages for new Knowify contract jobs

Send Slack channel messages for new Knowify service jobs

Create new Knowify contract jobs for new Pipedrive deals

Add new Knowify clients as Mailchimp subscribers

New AIA Invoice

New Bill

Bill Sent for Approval

Contract Job Made Active

New Invoice

New Payment

New Product

Job Closed

New Purchase

New Task

New Service Job

New Vendor

Create Client

Client Parent Id

Street Address

Street Address (Continued)

City Name

Client Contact Name

Country Name

Email Address

Phone Number

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

State/Province

Website

Zip Code

Create Contract Job

Job Costing Style

Sales Lead

Project Manager

Job notes

Address1

Address2

City

State/Province