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Zapier integration

Updated over a week ago

The Zapier integration allows you to connect Commusoft with thousands of third-party apps like Google Calendar, Trello, Slack, Gmail, and more. You can use this integration to automate workflows and streamline communication across platforms.

This connection helps bridge operational processes with external apps, improving efficiency and data consistency without manual entry.

Zapier Plan Availability

Plan

Region

Includes Zapier

Legacy

UK

YES

Go Paperless

UK

YES

Customer Journey

UK

YES

Automation

UK

YES

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All-in-one

US

YES

Customer Journey

US

YES

Field Automation

US

YES


How to set up the Zapier integration

To get started, you’ll need a Zapier account and access to Commusoft’s integration module. You’ll then create or connect a Zap using triggers and actions.

  1. Log into your Zapier account

  2. Click Create Zap

  3. Choose Commusoft as the trigger app

  4. Select one of the available Commusoft triggers (e.g., new contact, diary event, office task)

  5. Follow the steps to link your Commusoft account using your API key

  6. Choose an action app (e.g., Trello, Slack, Google Calendar)

  7. Map the fields and complete the Zap setup


What triggers/actions are available?

The available triggers and actions are listed below:

Type

Name

Description

Fields

Trigger

New Contact Created

Fires when a new contact is added

Contact ID, Title, Name, Surname, Phone Type, Phone Number, Country Code, Email, Company Name, Company Email, Address Line 1–3, Town, Postcode, Position

Trigger

New Job Created

Fires when a new job is added

Customer ID, Name, Surname, Company Name, Email, Phone, Address Line 1–3, Town, County, Postcode, Marketing Preferences, Job Number, Description, Notes, Priority, Quoted Amount, Customer Reference, Access Method, Access Notes

Trigger

Job Completed / Job Closed

Fires on job completion or closure

Id, Name, Surname, Company Name, Address Line 1–3, Town, County, Postcode, Email, PhoneJob Number, Description, Job Notes, Priority, Quoted Amount, Customer Reference, Status (Completed, Closed: Free or Charge, Aborted, Invoiced), Reason

Trigger

New Opportunity Created

Fires when a new opportunity is logged

Opportunity Number, Opportunity Template, Opportunity Created Date, Opportunity Notes, Customer Contact, Sales person

Trigger

Opportunity Cancelled

Fires when an opportunity is cancelled

Opportunity Number, Template, State (Won/Lost/Canceled), Reason, Pipeline Name, Sales person.

Trigger

Opportunity Stage Changed

Fires when an opportunity changes stage

Opportunity Number, Template, Stage, Salesperson, Proposal Template, Created Date, Creator

Trigger

Opportunity Won / Lost

Fires when an opportunity is won or lost

Opportunity Number, Template, Stage, State (Won/Lost/Canceled), Pipeline Name, Salesperson

Trigger

New Proposal / Proposal Sent

Fires when a proposal is created or sent

Opportunity Number, Template, State, SalespersonProposal Template, Created Date, Creator

Trigger

New Scheduled Activity

Fires when a new activity is scheduled

Opportunity Template, Number, State, SalespersonActivity: Description, Notes, Type (Email, SMS, etc), Due Date, Assignee

Trigger

New Diary Event

Fires when a diary event is created

Time (Morning / Afternoon / Specific), DescriptionStart Time, End TimeJob Notes

Trigger

New Invoice Created

Fires when an invoice is generated

Job: Description, Notes, Priority, IdInvoice: Type, Description, Notes, Customer Reference, Number, Date, Payment Due, Category, Line Items, Net, Total

Trigger

New Office Task

Fires when an office task is added

Description

Trigger

New Work Address Created

Fires when a new work address is created

Customer ID, Title, Name, Surname, Company NameEmail, Mobile Number, Landline NumberAddress Line 1–3, Town, Postcode, Country, Country Code

Action

Create New Job

Creates a new job in Commusoft via Zapier

Customer Details: Title, Name, Surname, Company Name, Email, Mobile Number, Landline Number, Address Line1, Address Line2, Address Line3, Country, Town, Postcode

Job Details: Customer Reference, Description, Files, Job Notes, Quoted Amount, Priority

Action

Create New Customer

Adds a new customer to Commusoft via Zapier

Title, Name, Surname, Landline Number, Mobile Number, Email, PositionAddress Line1, Address Line2, Address Line3, Country, Town, Postcode

Action

Create Opportunity

Creates a new sales opportunity

Customer Details: Title, Name, Surname, Company Name, Customer Type, Landline Number, Mobile Number, Town, Postcode, Company Email, Company Landline Number

Opportunity Details: Opportunity Template, Opportunity Notes

Action

Create New Work Address

Adds a site/work address via Zapier

Title, Name, Surname, Company Name, Address Line1, Address Line2, Address Line3, Postcode, Town, County, Country Code, Mobile, Email, LandlineCustomer ID (Commusoft customer reference)

Common Questions

💭 Why would I need to use this?
This is useful if you want to pass information from Commusoft into other apps such as Google Calendar, Slack, or Trello.

💭 What is a trigger?
A trigger is the starting point of the 'Zap'—the automatic transfer of data. Commusoft currently supports three triggers:

  • Office task

  • Contact

  • Diary event

💭 What is an action?
Commusoft now supports actions, meaning third-party apps can send data into Commusoft. An action is the result of the 'Zap'—typically creating something in Commusoft

💭 How do I use the mapping area?
The best way to use this is to ensure the information being passed is meaningful. While you can map fields freely, all required fields must be completed (they are marked clearly on the page).

💭 Why don't I see this on my account?
This could be due to your role level or your current price plan. If you're eligible, please contact support who can activate the module for your account.

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