Zapier Integration | Feature Requests

Zapier Integration

in progress

Spike Patching

We would love to see Zapier integration available.

February 9, 2019

Dan S

marked this post as

in progress

Dan S

marked this post as

planned

Dan S

marked this post as

in progress

Dan S

Merged in a post:

API Integration

Gordon Remmington

Have an API available for workforce to integrate into other CRM systems, e.g. we use Insightly CRM for sales and would love to be able to integrate project creation and invoicing

August 8, 2024

Omar de Santos

Any updates on when this feature will be added? It's a huge setback for our team not being able to connect our other tools with workever

Sam Levett

an open API in general is probably needed for this system.

Dan S

Merged in a post:

Convert PDF invoices to .XLS and/or .CSV;

Dan S

May 20, 2020

Dan S

Maybe make sure that this will be possible through API integration:
Yes. a PDF can't be imported by a commercial customer into their system, meaning that they will have to manually process invoices which if they are a national or in our case a multi-national that would be an undeliverable amount of work for a company on that scale
An API needs to make ALL data fields available and not have Workfoce decide what we need as individual users, you see companies go down this route so often and do the work based on their opinion rather than literally make the data freely available for import/export to solve an issue that the original company didn't account for in each customers business.
Please if you do this make sure you do not limit the process or you are missing the point for it's very need to start with.

Sam Levett

An API needs to make ALL data fields available and not have Workfoce decide what we need as individual users, you see companies go down this route so often and do the work based on their opinion rather than literally make the data freely available for import/export to solve an issue that the original company didn't account for in each customers business.

Please if you do this make sure you do not limit the process or you are missing the point for it's very need to start with.

Julianne Jenkins

Would love to see this too. I also recommend and implement CRM solutions for customers, and it would be ideal to integrate them fully and save duplicate data entry or manual data loads. Thanks in advance.

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