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Zapier & Webhooks

MorePie integrates seamlessly with Zapier and supports Webhooks, giving you the flexibility to connect with thousands of third-party tools or build custom automations that fit your exact process.

About

With Zapier and Webhooks, MorePie becomes the control center of your business. Whether you want to connect with QuickBooks, Google Sheets, Slack, Mailchimp, or any other software, our integrations make it easy to send and receive data automatically.

For advanced users and agencies, Webhooks open up even more flexibility—letting you push and pull data between platforms in real time, without needing a developer.

Key Benefits

  • 🔄 Connect with over 5,000 apps via Zapier – Automate tasks across your tech stack
  • 🧠 Send data to and from MorePie in real time – Trigger workflows based on form submissions, tags, calls, bookings, and more
  • 🧰 Build custom integrations without coding – Use Zapier’s no-code interface or Webhooks for advanced logic
  • 💬 Trigger automations in external platforms – Send leads to spreadsheets, create Slack messages, or notify your CRM
  • ⚙️ Enhance internal processes – Use Zapier/Webhooks to streamline everything from reporting to client onboarding
  • 🌐 Essential for agencies & power users – Build scalable, repeatable systems without reinventing the wheel

Use Cases

Zapier and Webhooks allow you to automate beyond MorePie—connecting your CRM to virtually any other platform you use. Whether it's for admin tasks, reporting, communication, or external system updates, this feature helps streamline your entire operation.

  • Send new leads from a form submission directly into a Google Sheet for internal backup
  • Trigger a Slack message when a contact is tagged “High Priority” or books an appointment
  • Push job details into a third-party scheduling or dispatch system in real time via Webhook
  • Create a new task or project card in tools like Trello, ClickUp, or Asana when a pipeline stage changes
  • Log customer reviews into an Airtable or Notion database for centralized tracking
  • Update a Mailchimp or ActiveCampaign list when a contact submits a quote or cancels service
  • Send form responses into a shared team inbox or spreadsheet for manual review
  • Post automated updates into a team chat platform when a new booking or payment is received
  • Trigger a Webhook to notify a third-party contractor or vendor when a job is assigned
  • Auto-generate an invoice in QuickBooks or Xero once a job is marked “Completed”
  • Add booking confirmations or service notes to a team-wide Google Calendar
  • Route specific tags or actions into a custom reporting dashboard
  • Alert a manager when a lead hasn't been contacted within a set time frame
  • Sync customer contact data between MorePie and your accounting software
  • When a contact selects an option on a form, trigger a Zap to send onboarding materials
  • Push abandoned quote form data into a reactivation workflow for manual follow-up

Automation Ideas

Zapier and Webhooks open the door to powerful automations that save time, reduce manual tasks, and keep your business running smoothly behind the scenes. Whether you're syncing data across platforms, triggering follow-ups, or streamlining internal workflows, these automations help you stay organized, responsive, and one step ahead—without lifting a finger.

  • New Lead Submitted (Form): Add lead to Google Sheet, send Slack message to sales team, trigger confirmation email and SMS, tag contact as “New Inquiry,” notify operations manager via email
  • Pipeline Stage Change (e.g., Quoted → Booked): Trigger calendar event in Google/Outlook, send task to scheduling coordinator, update status in spreadsheet or CRM, notify team via Slack, create invoice in QuickBooks
  • Appointment Booked: Add event to tech’s calendar, trigger task in Asana/ClickUp, email job prep checklist, send dispatch details to external system, start pre-appointment reminders
  • Missed Call (from Call Tracking or AI Voice Agent): Send “Sorry we missed you” text, create follow-up task, email caller info to sales rep, enroll in missed call campaign, notify admin team
  • Contact Tagged (e.g., High Value, Follow-Up): Start nurture campaign, add to segmented email list, sync contact with another CRM, assign to rep automatically, alert manager for review
  • Review Submitted: Push review to Airtable or Notion, share top reviews to Slack, send thank-you message, log data to reporting sheet, launch referral campaign
  • Job Marked as Completed: Send invoice via QuickBooks, start review or survey flow, notify technician of status, update reporting dashboard, trigger upsell or rebooking email
  • No Response After X Days: Send follow-up SMS or email, notify rep for manual outreach, move to reactivation pipeline, create reminder task, launch win-back offer
  • Webhook Triggered (Custom Event): Send booking details to partner, sync customer data with 3rd party, trigger status update in fulfillment app, send internal API call, post to webhook for legacy tool
  • Form Filled (Specific Type): Route to appropriate team member, trigger onboarding or quote sequence, send welcome email, add to remarketing list, notify relevant department
  • Payment Received: Add to paid customer list, send thank-you message, start loyalty campaign, alert finance team, trigger cross-sell workflow