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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New AIA Invoice" from Knowify.

Add your action

An action happens after the trigger—such as "Add/Move Opportunity to Pipeline/Stage" in WooSender.

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Zapier seamlessly connects Knowify and WooSender, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

New AIA Invoice
Triggers when a new AIA invoice has been added.
Trigger
Polling
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New Bill
Triggers when a new bill has been added.
Trigger
Polling
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Bill Sent for Approval
Triggers when a bill is sent for approval.
Trigger
Polling
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New Client
Triggers when a new client has been added.
Trigger
Polling
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Contract Out for Signature
Triggers when a contract job has been sent out for signature.
Trigger
Polling
Try It

New Invoice Payment
Triggers when a new invoice payment is added.
Trigger
Polling
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Phase Scheduled
Triggers when a phase has been scheduled
Trigger
Polling
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New Product
Triggers when a new trigger has been added.
Trigger
Polling
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Job Closed
Triggers when a contract job has been closed
Trigger
Polling
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New Purchase
Triggers when a new purchase has been added.
Trigger
Polling
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New Task
Triggers when a new task has been added.
Trigger
Polling
Try It
New Service Job
Triggers when a new service job has been added.
Trigger
Polling
Try It
New Vendor
Triggers when a new vendor has been added.
Trigger
Polling
Try It
- Client Name
  Required
- Client Contact Name
- Email Address
- Phone Number
- Client Parent Id
- Address
  Required
- Street Address (Continued)
- City
  Required
- State/Province
  Required
- Zipcode
  Required
- Country (2-letter abbreviation)
  Required
- Shipping Same as Billing
- Shipping Street Address
- Shipping Street Address (Cont'd)
- Shipping City Name
- Shipping Contact Name
- Shipping Country Name
- Shipping State/Province Name
- Shipping Zip Code
- Website
- Sync to QB
Action
Write
- Job Name
  Required
- Job Costing Style
- Contract Type
  Required
- Client Name
  Required
- Sales Lead
- Project Manager
- Job notes
- Address
  Required
- Street Address (Continued)
- City
  Required
- State/Province
  Required
- Zipcode
  Required
- Country (2-letter abbreviation)
  Required
- Sync to QB
Action
Write
- Description
- Comment
- Task Complete?
- Deadline
- Date Completed
- Resource
- Project Id
  Required
Action
Write
- Vendor Name
  Required
- Address
  Required
- Street Address (Continued)
- City
  Required
- Client Contact Name
- Country (2-letter abbreviation)
  Required
- Email Address
- Phone Number
- State/Province
  Required
- Is this vendor a subcontractor?
- Website
- Zipcode
  Required
Action
Write
- Product
  Required
- Item Name
  Required
- Description
- Our Cost
  Required
- Sale Price
  Required
- Item Number
Action
Write
- Client Name
  Required
Action
Search
- Phase Name
- Job Name
  Required
Action
Search
- Job Name
  Required
Action
Search
- Description
Action
Search
- Name
  Required
Action
Search
- Product
  Required
Action
Search
Appointment Created
Appointment Created By WooSender
Trigger
Instant
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Marked as Attention
Triggers when contacts were marked as attention
Trigger
Instant
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- Pipeline
  Required
- Stage
  Required
Trigger
Instant
Try It
- Tags
  Required
Trigger
Instant
Try It
- Contact ID
- Contact Email
- Contact Phone Number
- Opportunity Name
- Same As Contact Name
  Required
- Heat Score
  Required
- Value
- Pipeline
  Required
- Stage
  Required
- Numbers Of Products
  Required
- Update all fields if an opportunity already exists in the same pipeline
  Required
Action
Write
- Full Name
- First Name
- Last Name
- Contact Email
- Contact Phone Number
- Assignee
- Campaign
- Pipeline
  Required
- Note
- Tag
- Company
- Revenue
- Timezone
Action
Write
- Contact ID
Action
Write
- Contact ID
  Required
- Full Name
- Last Name
- Contact Email
- Contact Phone Number
- Assignee
- Campaign
- Pipeline
  Required
- Tag
- Note
- Company
- Revenue
- Timezone
Action
Write
- First search property name
- Second search property name
- Third search property name
Action
Search

New Allocation
Triggers when a new allocation has been added.
Trigger
Polling
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New Bill Payment
Triggers when a new bill payment is added.
Trigger
Polling
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Change Order Made Active
Triggers when a change order has been made active.
Trigger
Polling
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Contract Job Made Active
Triggers when a contract job has been made active.
Trigger
Polling
Try It
New Invoice
Triggers when a new invoice has been added.
Trigger
Polling
Try It
New Payment
Triggers when a new payment is added.
Trigger
Polling
Try It
Phase Status Changed
Triggers when a phase status is changed
Trigger
Polling
Try It
New Contract Job
Triggers when a new contract job has been added.
Trigger
Polling
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Job Reopened
Triggers when a contract job has been reopened
Trigger
Polling
Try It
Submittal Approved
Triggers when a submittal has been approved.
Trigger
Polling
Try It
Task Marked Complete
Triggers when a task has been marked complete
Trigger
Polling
Try It
Service Job Marked Complete
Triggers when a service job has been marked complete.
Trigger
Polling
Try It
- Job Name
  Required
- Client Name
  Required
- Address
  Required
- City
  Required
- State/Province
  Required
- Zipcode
  Required
- Country (2-letter abbreviation)
  Required
- Contract Value
- Line Item Name
- Phase Name
- Invoiced to Date
- Labor Cost to Date
- Material Cost to Date
- Sub Cost to Date
- Payments to Date
- Labor Budget
- Material Budget
- Sub Budget
- Sales Lead
- Project Manager
- Job notes
- Sync to QB
Action
Write
- Product
  Required
- Item Name
  Required
- Description
- Our Cost
  Required
- Sale Price
  Required
- Item Number
Action
Write
- FileName
  Required
- Url
  Required
- Project Id
  Required
Action
Write
- Job Name
  Required
- Client Name
  Required
- Description
- Address
  Required
- Street Address (Continued)
- City
  Required
- State/Province
  Required
- Zipcode
  Required
- Country (2-letter abbreviation)
  Required
- Is Time & Materials?
  Required
- Resource
- Date (MM-DD-YYYY)
- Start Time
- End Time
Action
Write
- Product
  Required
- Description
- Business State
  Required
- Start Date
- Finish Date
- Work Order
Action
Write
- Product
  Required
- Description
- Comment
- Task Complete?
- Deadline
- Date Completed
- Resource
- Project Id
  Required
Action
Write
- Product
  Required
Action
Search
- Item Name
  Required
Action
Search
- Product
  Required
Action
Search
- Description
Action
Search
- Product
  Required
Action
Search
Appointment Cancelled
Appointment Cancelled By WooSender
Trigger
Instant
Try It
Appointment Updated
Appointment Updated By WooSender
Trigger
Instant
Try It
New Contact
Triggers when a new contact has been added on WooSender.
Trigger
Instant
Try It
- Pipeline
  Required
- Stage
  Required
Trigger
Instant
Try It
- Tags
  Required
Trigger
Instant
Try It
- Title
  Required
- Start time
  Required
- End time
  Required
- Appointment Assignee
- Description
- Contact ID
- Contact Email
- Contact Phone Number
- Contact Assignee
- Campaign
- Pipeline
  Required
- Stage
  Required
Action
Write
- Full Name
- First Name
- Last Name
- Contact Email
- Contact Phone Number
- Assignee
- Campaign
- Pipeline
  Required
- Tag
- Note
- Company
- Revenue
- Timezone
Action
Write
- Id
  Required
- Title
  Required
- Start time
  Required
- End time
  Required
- Appointment Assignee
- Contact ID
- Contact Email
- Contact Phone Number
- Description
- Call Contact Automatically
- Resend notification based on the appointment changes
Action
Write
- First search property name
- Second search property name
- Third search property name
Action
Search
- First search property name
- Second search property name
- Third search property name
- Full Name
- First Name
- Last Name
- Contact Email
- Contact Phone Number
- Assignee
- Campaign
- Pipeline
  Required
- Tag
- Note
- Company
- Revenue
- Timezone
Action
Search or write

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Customers have created over 25 million Zaps on the platform

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Connect Knowify and WooSender to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Make work flow with AI

Level up your Knowify to WooSender integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About Knowify

Knowify is a job costing and project management platform for contractors.

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Related categories

Project Management

About WooSender

WooSender is a communication tool that helps you start, converse, and book more appointments on autopilot for your business through SMS, email, live chat, phone calls, and more.