Automation library
Search ready-to-launch Zapier templates, setup guides, and coming-soon workflow plans by trade, app category, TradeVulcan product, difficulty, and business outcome.
60 automation templates
Lead routing, contact sync, team alerts, spreadsheet logs, CRM updates, and intake workflows for home-service teams.
Send new inquiries to the right CRM, sheet, board, or team channel.
Keep CSRs, dispatchers, and owners aligned around the next action.
Create simple logs for source, recovery, proof, and KPI review.
Templates
Templates planned for future TradeVulcan Zapier capabilities.
TradeVulcanBooked Lead
Google CalendarCreate Detailed Event
Create a Google Calendar event when a TradeVulcan lead becomes booked so office calendars stay aligned.
TradeVulcanBooked Lead
Microsoft Outlook CalendarCreate Event
Create an Outlook Calendar event after TradeVulcan books a lead so the office can see appointments in Microsoft 365.
TradeVulcanBooked Lead
ServiceTitanCreate Task or Note
Create a ServiceTitan task or note when a TradeVulcan lead is booked, if the approved Zapier app and ServiceTitan Zapier action support the handoff.
TradeVulcanBooked Lead
Housecall ProCreate Note or Task
Create a Housecall Pro note or task after TradeVulcan books a lead, if the approved app capabilities support it.
