Zapier lets you connect Eworks Manager to 4,000+ other web services. Automated connections called Zaps, set up in minutes with no coding, can automate your day-to-day tasks and build workflows between apps that otherwise wouldn't be possible.

Each Zap has one app as the Trigger, where your information comes from and which causes one or more Actions in other apps, where your data gets sent automatically.

How do I connect Eworks Manager to Zapier?

Log in to your Zapier account or create a new account.
Navigate to "My Apps" from the top menu bar.
Now click on "Connect a new account..." and search for "Eworks Manager"
Use your credentials to connect your Eworks Manager account to Zapier.
Once that's done you can start creating an automation! Use a pre-made Zap or create your own with the Zap Editor. Creating a Zap requires no coding knowledge and you'll be walked step-by-step through the setup.
Need inspiration? See everything that's possible with Eworks Manager and Zapier.

To use Eworks Manager's Triggers in Zapier:

Click on Create Zap in Zapier.
Search for and select ‘Eworks Manager’ in the app.
Choose an Event/Trigger (Identify Zapier of a change in Eworks Manager).
Click on 'Sign in to Eworks Manager' to authorise Zapier to use Eworks Manager API (Click on Choose an account if Eworks Manager app is already connected).
Click on Test Trigger to validate and complete the Trigger setup.

Triggers List (Eworks Manager → Zapier)
1	New Customer	Triggers when a customer is created.
2	Customer Updated	Triggers when a customer is updated.
3	New Supplier	Triggers when a supplier is created.
4	Supplier Updated	Triggers when a supplier is updated.
5	New Item	Triggers when an item is created.
6	Item Updated	Triggers when an item is updated.
7	New Lead	Triggers when a lead is created.
8	Lead Updated	Triggers when a lead is updated.
9	Lead Authorised	Triggers when a lead is authorised.
10	Lead Rejected	Triggers when a lead is rejected.
11	New Quote	Triggers when a quote is created.
12	Quote Updated	Triggers when a quote is updated.
13	Quote Accepted	Triggers when a quote is accepted.
14	Quote Rejected	Triggers when a quote is rejected.
15	New Job	Triggers when a job is created.
16	Job Updated	Triggers when a job is updated.
17	Job Status Changed	Triggers when a job status is changed.
18	Job Completed	Triggers when a job is Completed.
19	Job Action Required	Triggers when a job status is changed to Action Required.
20	Job On Hold	Triggers when a job status is changed to On Hold.
21	Job In Progress	Triggers when a job status is changed to In Progress.
22	Job Cancelled	Triggers when a job status is changed to Cancelled.
23	New Appointment	Triggers when an appointment is created.
24	Appointment Accepted	Triggers when an appointment status is changed to Accepted.
25	Appointment Declined	Triggers when an appointment status is changed to Declined.
26	Appointment Rejected	Triggers when an appointment status is changed to Rejected.
27	Appointment On Route	Triggers when an appointment status is changed to On Route.
28	Appointment On Site	Triggers when an appointment status is changed to On Site.
29	Appointment Completed	Triggers when an appointment status is changed to Completed.
30	Appointment Cancelled	Triggers when an appointment status is changed to Cancelled.
31	Appointment On Hold	Triggers when an appointment status is changed to On Hold.
32	Appointment Action Required	Triggers when an appointment status is changed to Action Required.
33	Appointment Status Changed	Triggers when an appointment status is changed.
34	New Invoice	Triggers when an invoice is created.
35	Invoice Updated	Triggers when an invoice is updated.
36	Invoice Paid	Triggers when an invoice is paid.
37	Invoice Cancelled	Triggers when an invoice is cancelled.
38	New Purchase Order	Triggers when a purchase order is created.
39	Purchase Order Updated	Triggers when a purchase order is updated.
40	Purchase Order Approved	Triggers when a purchase order is approved.
41	Purchase Order Cancelled	Triggers when a purchase order is cancelled.
42	Purchase Order Paid	Triggers when a purchase order is paid.
43	New Expense	Triggers when an expense is created.
44	Expense Updated	Triggers when an expense is updated.
45	Expense Authorised	Triggers when an expense is authorised.
46	Expense Paid	Triggers when an expense is paid.

To use Eworks Manager Actions in Zapier:

Click on Create Zap in Zapier.
Set up a Trigger to receive data from another application.
Click on 2. Action to setup Eworks Manager action.
Search for ‘Eworks Manager’ and click on “Eworks Manager - Dev (1.0.0)” to choose the app.
Choose an Action Event (Send data from Zapier to Eworks Manager).
Click on Sign in to Eworks Manager to authorise Zapier to use the Eworks Manager API (Click on Choose an account if Eworks Manager app is already connected).
Setup action fields, Map your data received from the other application to the fields available for Eworks Manager action.
Click on Test trigger to validate and completed the Trigger setup.

Actions List (Zapier → Eworks Manager)
1	Create Customer	Creates a new customer.
2	Find or Create Customer	Finds a customer by name (Creates if not found).
3	Create Supplier	Creates a new supplier.
4	Find or Create Supplier	Finds a supplier by name (Creates if not found).
5	Create Item	Creates a new item.
6	Find or Create Item	Finds an item by code (Creates if not found).
7	Create Lead	Creates a new lead.
8	Create Quote	Creates a new quote.
9	Find Quote	Finds quote by reference.
10	Create Job	Creates a new job.
11	Find Job	Finds job by reference.
12	Create Invoice	Creates a new invoice.
13	Find Invoice	Finds invoice by reference.
14	Create Purchase Order	Creates a new purchase order.
15	Find Purchase Order	Finds purchase order by reference.
16	Create Expense	Creates a new expense.

Connect Eworks Manager with Zapier

How do I connect Eworks Manager to Zapier?

To use Eworks Manager's Triggers in Zapier:

To use Eworks Manager Actions in Zapier: