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 an 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)
Job Completed
Triggers when a job has been marked as completed in SortScape.
Data: ID, title, resolved status, repeating status, noteContact Created
Triggers when a new contact is added in SortScape.
Data: ID, first name, last name, email, company, mobile phone, home phone, noteContact Updated
Triggers when an existing contact is modified.
Data: ID, first name, last name, email, company, mobile phone, home phone, noteInvoice 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)
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
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, especially for 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 or 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
Go to zapier.com and sign up or log in.
Search for “SortScape” in the app directory.
Choose a trigger (or action) based on your workflow.
Connect your SortScape account.
Set up the rest of the Zap with your preferred app (e.g. Google Sheets, Slack, Mailchimp).
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.