SMG Tools is on Zapier
Connect SMG Tools to the apps you already use, with no code: every event a trigger, every change the API can make an action, and a search that finds a client before adding one. On Professional.
Most businesses run on more than one app, and the gaps between them are filled by somebody copying things across. SMG Tools is now in Zapier’s directory, so the apps you already pay for can hear about your work and feed it. It is on Professional and the plans above it, as the API it works through is.
Connected in one step. On your Integrations page, Key for Zapier makes a key with exactly what the app uses. Paste it into Zapier when it asks you to connect SMG Tools, and the connection is named for your business.
Every event a trigger. A new lead, an invoice paid, a job’s status changing, a visit rescheduled — each is a trigger, heard within seconds rather than on Zapier’s polling interval. Test one and you see your own latest records, not made-up ones.
Every change an action. Create or update a client or a job, change a job’s status, add a lead, book, reschedule or cancel a visit — each asking for what the product does, with records chosen by name. Find or Create Client finds a customer by email or phone before adding one, so a website form never enters the same person twice.
Nothing a Zap does can charge a card, refund, delete, or send an invoice, and everything it makes says which key made it. Zapier’s own plans and task limits are Zapier’s.