> ## Documentation Index
> Fetch the complete documentation index at: https://help.fieldpulse.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Zapier Overview

> The FieldPulse Zapier integration connects FieldPulse to thousands of apps and automates handoffs between office tools — no developer or code required.

> **Who uses this:** Admins who want to connect FieldPulse to other apps without code. **Availability:** All regions; requires a Zapier account (Zapier's free plan works to start).

Zapier connects FieldPulse to thousands of other apps and automates the handoffs between them, without a developer or any code. You build a "Zap" — an automated workflow where an event in one app triggers an action in another — to move data between [FieldPulse](https://www.fieldpulse.com/) and the tools your office already runs. See [FieldPulse integrations on Zapier](https://zapier.com/apps/fieldpulse/integrations) for the current app list.

## Overview

A Zap is an automated connection between two apps made of a **trigger** (the event that starts it) and an **action** (what happens in response). With the FieldPulse Zapier integration, either side can be FieldPulse — a FieldPulse event can trigger an action in another app, or an event in another app can create or update records in FieldPulse.

The workflow breakdown Zapier closes is double entry: a lead comes in on your website, a job is booked, an appointment is set — and someone has to retype it into the next tool. A Zap does that copying for you, the moment the trigger fires.

Embedded video tutorial - [https://www.loom.com/share/f5fe123494d44a67b0b129f2e789bc08](https://www.loom.com/share/f5fe123494d44a67b0b129f2e789bc08)

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  <iframe src="https://www.loom.com/embed/f5fe123494d44a67b0b129f2e789bc08?hide_owner=true&hide_share=true" width="100%" height="420" frameborder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share" allowfullscreen />
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## How it works

You build a Zap in your Zapier account by choosing a trigger app, a trigger event, an action app, and an action event, then mapping the fields between them. For a full worked example, see [How to Use Zapier With FieldPulse](/integrations/developer-api/zapier-walkthrough).

Common Zaps for plumbing, electrical, and HVAC businesses:

| **Trigger**                                     | **Action**                               | **Use case**                                  |
| ----------------------------------------------- | ---------------------------------------- | --------------------------------------------- |
| New job in FieldPulse                           | Create a Trello card                     | Manage job-related tasks in Trello            |
| Contact form submitted on your website          | Create a new customer in FieldPulse      | Add website leads for follow-up automatically |
| New task in FieldPulse                          | Create a task in Google Tasks or Todoist | Keep a personal to-do list in sync            |
| New appointment scheduled in FieldPulse         | Send a Slack reminder                    | Keep the team aware of upcoming appointments  |
| Customer moves to *New Lead* in FieldPulse      | Add them to a Marketing 360 campaign     | Keep nurturing the lead toward conversion     |
| Job status changes to *Follow Up* in FieldPulse | Create a Google Calendar reminder        | Make sure the tech follows up                 |

Zapier supports over 6,000 app integrations, including Google Workspace, Microsoft Office 365, Google Ads, Google Analytics, Facebook and Instagram Ads Managers, Mailchimp, Dropbox, Google Drive, Zoom, and Microsoft Teams.

## Availability

Zapier's basic plan is free and covers 100 tasks per month, unlimited Zaps, two-step Zaps, and AI power-ups. For higher volume or multi-step Zaps, see [Zapier's pricing page](https://zapier.com/pricing).

## FAQs

### **Why would I want to use Zapier?**

Building a Zap lets you connect other apps to FieldPulse without needing a developer or learning to code.

### **How do I get help setting up a Zap?**

Zapier offers [Guides](https://zapier.com/resources/guides), [Zapier Learn](https://learn.zapier.com/courses/zapier-academy-published-preview/sections/2b59c703-2893-44d9-ae08-d1f8e9c379ef), the [Zapier Help Center](https://help.zapier.com/hc/en-us), [Zapier Experts](https://zapier.com/partnerdirectory/create-a-project) for hire, and [events and webinars](https://zapier.com/resources/events).

### **What does Zapier cost?**

The basic plan is free (100 tasks/month, unlimited Zaps). Paid plans on [Zapier's pricing page](https://zapier.com/pricing) add more for advanced needs.

## Related articles

* [How to Use Zapier With FieldPulse](/integrations/developer-api/zapier-walkthrough)

* [FieldPulse API Overview](/integrations/developer-api/fieldpulse-api-overview)


## Related topics

- [FieldPulse API Overview](/integrations/developer-api/fieldpulse-api-overview.md)
- [Developer API & Zapier](/integrations/developer-api/index.md)
- [How to Use Zapier With FieldPulse](/integrations/developer-api/zapier-walkthrough.md)
- [Setting Up the Signpost Integration](/integrations/marketing/signpost.md)
