Zapier Integration | Voters

Zapier Integration

Thomas Melanson

Requesting Zapier integration to automatically create a job site and job code when a quote is accepted, and to automatically export job reports to our CRM or storage system to streamline workflow and reduce manual admin.

February 24, 2026

Eddy

Thanks for your sugestion! Zapier is a good addition for integrations. What CRM do you use? I'm very intersted in learning more.

Thomas Melanson

Eddy I’m currently using Zoho Bigin (Zoho CRM). When a quote is accepted, I use Zapier to automatically create a project in Trello with all the job details.
It would be great to include ShiftFlow to create the job site/job code at that same moment, so everything is ready for the crew to clock in without manual setup.
That kind of automation would really streamline operations when running multiple jobs.