To integrate Knowify with your Zapier account, you'll need to be in a Growth or Enterprise level subscription. You can upgrade your account and generate the API Key in the Customize tab of the Admin section.
Once you get the API Key, you can connect Knowify to your Zapier account:
When your Zapier account is connected to Knowify, you'll get access to the following triggers and actions:
Triggers
- New Project Added
- New Client Added
- New Ticket Added
- New Invoice Added
- New Purchase Added
- New Payment Added
- New Task Added
- New AIA Invoice Added
- New Bill Added
Actions
- Add Product
- Add Client
- Add Vendor
- Add Task
If you need additional help with this, please reach out to support@knowify.com to arrange a setup session with our team.
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