Recover missed calls, book more visitors, follow up on estimates, publish local proof, and see the KPIs that matter.

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Contractor workflows for the revenue leaks that cost booked jobs.

Calls, booking, estimates, reviews, proof, scorecards, AI voice, and CRM context.
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Automation library

Workflow templates for contractors, CSRs, dispatchers, and owners.

Search ready-to-launch Zapier templates, setup guides, and coming-soon workflow plans by trade, app category, TradeVulcan product, difficulty, and business outcome.

Explore templates Connector overview

60 automation templates

Lead routing, contact sync, team alerts, spreadsheet logs, CRM updates, and intake workflows for home-service teams.

Lead routing

Send new inquiries to the right CRM, sheet, board, or team channel.

Follow-up and handoffs

Keep CSRs, dispatchers, and owners aligned around the next action.

Reporting

Create simple logs for source, recovery, proof, and KPI review.

Templates

Find the handoff you want to automate.

Ready templates, setup guides, and coming soon

Find a workflow

2 of 60

Coming soon

Templates planned for future TradeVulcan Zapier capabilities.

2 templates
Zapier workflow
Intermediate
Coming soon

Send Slack alerts for Vulcan Score KPI snapshots

20 min
TradeVulcan logoZapier logo

Post key Vulcan Score KPI snapshots to Slack so managers can see performance movement without opening a dashboard.

Vulcan Score
Slack
Better reporting, Better team communication

TradeVulcan / KPI Snapshot -> Slack / Send Channel Message

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Zapier workflow
Intermediate
Coming soon

Send weekly KPI snapshots by Outlook email

20 min
TradeVulcan logoZapier logo

Email weekly Vulcan Score KPI snapshots to owners, managers, or office leads through Outlook.

Vulcan Score
Outlook
Better reporting, Better team communication

TradeVulcan / Weekly KPI Snapshot -> Outlook / Send Email

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