Zapier

Send any record you back up to the apps you already use.

The TradieBridge app for Zapier starts a Zap when a record lands or changes in your copy. Post new jobs to Slack, add invoices to a spreadsheet, or text the office when a job moves stage.

TradieBridge works with Zapier through two triggers and one search. They read every system you connect, so one Zap can watch Simpro jobs, Xero invoices or Deputy timesheets.

What the Zapier app does

  • New Record: starts a Zap the first time your copy holds a record of the kind you choose, such as a new job or invoice.
  • Updated Record: starts a Zap each time a record of that kind changes, such as a job moving stage.
  • Find Record: looks up a record by its ID in the source, or by words in its name, so a later step can use it.

Each Zap gets the whole record, as the source system sent it. Zapier reads with the same fields hidden as your AI assistant.

Zaps you can build

  • Post each new Simpro job to a Slack channel.
  • Add every new Xero invoice to a Google Sheet.
  • Email the office manager when a quote is accepted.
  • Find a customer by name, then add them to your mailing list.

Why through TradieBridge

Some of your systems have no Zapier app, or one that sees only part of their data. TradieBridge gives every system you connect the same three steps, over the same copy. Add a system to TradieBridge and your Zaps can use it straight away.

TradieBridge does the reading from each source. Your Zaps never touch Simpro or Xero, so they never use up those systems’ API limits.

Questions

Straight answers.

How do I connect Zapier?
A company admin makes an API key in TradieBridge under Settings › API keys. Add TradieBridge to a Zap in Zapier and paste the key when it asks. Delete the key and Zapier’s access stops.
Can Zapier change my records?
No. The TradieBridge app in Zapier only reads your copy. It never writes to Simpro, Xero or any system you connected.
Which records can a Zap use?
Any record TradieBridge backs up from Simpro, Xero, Verizon Connect, Deputy, Employment Hero, The Fleet Office, Dialpad, Moveware and ELMO. You pick the source and the kind of record, such as jobs or invoices, from a list in Zapier.
Does Zapier cost extra?
Not from TradieBridge. It is included in the A$49 + GST a month plan. Zapier charges for its own plans.

Back it up tonight. Ask it tomorrow.