Using Zapier to connect to other apps

Zapier integration requires a subscription to the SortScape Premium plan.

Depending on your usage, Zapier may also require its own paid subscription for running tasks each month.

SortScape integrates with Zapier, allowing you to connect SortScape with thousands of other apps—without writing a single line of code. Whether you’re working with contacts, jobs, or invoices, Zapier helps automate repetitive tasks and keeps your other tools in sync.

What is Zapier?

Zapier is automation platform that lets you create workflows between different apps and services. These workflows are called Zaps, and each one consists of a trigger (an event in one app) and an action (a task performed in another app).

Triggers and actions supported by SortScape

Supported triggers (events in SortScape that can start a zap)

1. Job Completed Triggers when a job has been marked as completed in SortScape.
   Data: ID, title, resolved status, repeating status, note

2. Contact Created Triggers when a new contact is added in SortScape.
   Data: ID, first name, last name, email, company, mobile phone, home phone, note

3. Contact Updated Triggers when an existing contact is modified.
   Data: ID, first name, last name, email, company, mobile phone, home phone, note

4. Invoice Created Triggers when a new invoice is created.
   Data includes:

   • Invoice details (ID, number, created date, payment terms, payment method, paid/sent status, notes, reference)
   • Financials (subtotal, tax, total, amount due, tax treatment)
   • Associated contact info
   • Invoice line items (description, price, quantity, note, subtotal)

Supported actions (tasks Zapier can perform in SortScape)

1. Create Contact Creates a new contact in SortScape.
   Required: Contact name (display_name)
   Optional: First name, last name, email, company, mobile phone, home phone, note

2. Create Request Creates a new customer request (lead) in SortScape.
   Required: First name, last name, email, phone (at least one of email or phone is required), address, city, state, post code, description
   Optional: Internal notes

Example use cases

Below are common automation examples that can be created using Zapier with SortScape:

1. Send a Slack notification when a job is completed

Trigger: Job Completed in SortScape
​Action: Send a message in Slack
Use this to keep your team informed when field jobs are done, especiallyor follow-ups or internal tracking.

2. Add new SortScape contacts to your CRM

Trigger: Contact Created in SortScape
​Action: Create or update contact in HubSpot, Salesforce, or another CRM
Great for ensuring customer data is synced across all systems and your sales pipeline stays up to date.

3. Update a Mailchimp list when a contact is updated

Trigger: Contact Updated in SortScape
​Action: Update subscriber in Mailchimp
Use this to keep your marketing lists current with the latest contact details from SortScape.

4. Log new invoices in Xero/QuickBooks

Trigger: Invoice Created in SortScape
​Action: Create invoice in Xero, QuickBooks, or Google Sheets
Automate bookkeeping by syncing new SortScape invoices into your accounting platform or a reporting spreadsheet.

5. Create a contact in SortScape when a form is submitted

Trigger: New form entry in Typeform, JotForm, or Google Forms
​Action: Create Contact in SortScape
Collect customer leads from your website or marketing campaigns and push them directly into SortScape.

Getting started

1. Go to zapier.com and sign up or log in.
2. Search for “SortScape” in the app directory.
3. Choose a trigger (or action) based on your workflow.
4. Connect your SortScape account.
5. Set up the rest of the Zap with your preferred app (e.g. Google Sheets, Slack, Mailchimp).
6. Test the Zap and turn it on.

Need help?

If you need assistance setting up your first Zap or have questions about supported fields and integrations, reach out to our support team via Intercom. You can also browse pre-made Zaps and examples on SortScape’s Zapier page.