Zapier Integration

The integration with Zapier makes it easy for you to send data from Contractor Foreman to other systems (such as MailChimp, Constant Contact, Zoho, Dropbox, OneDrive, and more). Although this process is fairly easy, we are unable to provide support for any settings or configuration outside of our system. Zapier will be able to assist with those questions. Getting Started: If you do not already have an account, you will need to create a free Zapier account at https://zapier.com/sign-up

1. From your Contractor Foreman account, go to Menu > Settings > Integration > Zapier
2. From there, click on the Integration URL
3. Shortly after you'll be asked to copy the API key displayed on the screen.
4. Click on the Zapier App link given there
5. Accept Invitation
6. Go to Zapier.com and login (or create a free account if you do not have one)
7. Click on New Zaps (on the left) and then click Create Zap (on the right)
8. In the Trigger box, search for and select Contractor Foreman.
9. Select "Lead" from the Trigger Event list.
10. Click Continue
11. Click "Sign in to Contractor Foreman"
12. Paste the API Key copied earlier into the popup.
13. Click "Test Trigger"
14. If you see, sample Lead details - You're almost done.
15. Now continue and select Action.
16. Search "MailChimp"
17. Selection Action (Create New Lead or Update)
18. Sign into MailChimp
19. Map the fields

The step below are the same as the ones above but with visual references. Step 7 Step 8 Step 10 Step 11 Step 12 Step 13 Step 15 Step 16 Step 17

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• Can I send Leads to my CRM or email system using Zapier?

  Yes, the leads sent to the CRM can be sent to CF using Zapier integrations. To set it up, you can go to Settings and Integrations and click on Zapier to get started.

• Are Bills synced with QBO?

  Yes, Bills are track and synced with QuickBooks integration. 

• Are Bills synced with QuickBooks?

  Yes, Bills are track and synced with QuickBooks integration.

• Can my client pay their invoice online?

  Yes, the client can pay their invoices online as long as the associated Contractor Foreman account is set up with WePay integration. If this is not done already, you can do it in Integration settings.

• Can I add a client portal login form to my website?

  Yes, it is possible to add client portal login form to the website as long as there is a web developer that can help you with the integration.