Launch TradeVulcan workflows without digging through engineering notes.

Connect TradeVulcan to Zapier

How to create TradeVulcan API credentials and connect them inside Zapier.

Getting Started with TradeVulcan and Zapier

A plain-English introduction to Zapier for home-service owners, office managers, CSRs, and dispatchers.

Vulcan Score Guides

Use Vulcan Score Command as the daily operating brief

Read the Command Center, understand the KPI ribbon, inspect missed revenue, review Business Unit performance, and use evidence before coaching.

Vulcan Score Guides

Vulcan Score setup and launch guide

Launch Vulcan Score from first deployment through CRM sync, KPI profile setup, Data Health review, QuickBooks connection, and first manager operating rhythm.

Getting started

Choose the first workflow, confirm workspace access, and understand how apps connect around your CRM.

App setup guides

Launch CallSpark, Site Spark, Close Forge, Proof Pulse, Map Forge, Vulcan Voice, and Vulcan Score.

Connector guides

Prepare supported CRMs and tools for app-specific mapping, health checks, and go-live review.

Go-live checklists

Review test calls, widget installs, message templates, proof publishing, and manager views before launch.

Optimization and run logs

Use support articles to troubleshoot syncs, sends, proof queues, and workflow performance after launch.

Security, AI, and messaging

Review consent, opt-out language, AI controls, credential handling, and privacy-sensitive publishing choices.

All documentation

24 articles found, shown newest to oldest

Link an Instagram Professional account to a Facebook Page

Connect the correct Instagram Professional account to a Facebook Page, verify the link in Meta, and reauthorize Meta in TradeVulcan.

Getting Started

TradeVulcan Dashboard Overview

Get started with the TradeVulcan dashboard. This document will help you understand how to navigate around TradeVulcan from the Dashboard start page.

Featured

Connect TradeVulcan to Zapier

How to create TradeVulcan API credentials and connect them inside Zapier.

Create Your First TradeVulcan Zap

A step-by-step first Zap for sending new TradeVulcan leads to a team or reporting tool.

Featured

Getting Started with TradeVulcan and Zapier

A plain-English introduction to Zapier for home-service owners, office managers, CSRs, and dispatchers.

Troubleshoot TradeVulcan Zaps

Fix common Zapier issues like missing sample data, expired auth, duplicate records, missing fields, task limits, and webhook delays.

Zapier Best Practices for Home-Service Teams

Recommended patterns for filters, paths, delays, lead routing, team alerts, and reporting workflows.

Zapier Field Mapping for Contractor Workflows

How to map lead, customer, appointment, source, and note fields between TradeVulcan and other apps.

Zapier Security and Permissions

How to keep TradeVulcan Zapier credentials scoped, rotated, and safe for production workspaces.

Vulcan Score setup guide

Learn how to set up Vulcan Score to transform your ServiceTitan or Housecall Pro data into actionable KPI scorecards, dashboards, leaderboards, goals, and performance rewards for your home-service teams.

Close Forge pipeline, run logs, and optimization

How to operate the Close Forge pipeline, read run logs and contact records, handle exceptions, and improve follow-up results over time.

Close Forge workflow builder and template editing

How to use the Close Forge visual workflow builder, selected-step inspector, connector tray, and reusable email and text templates.

Close Forge setup and go-live checklist

Step-by-step setup instructions for creating a Close Forge deployment, passing readiness checks, publishing, and enabling live follow-up.

Close Forge complete operating guide

A complete business-owner guide to setting up, running, editing, and improving Close Forge estimate follow-up workflows.

CallSpark setup guide

Learn how to set up and use CallSpark within TradeVulcan to recover missed and unconverted calls via intelligent routing and SMS follow-ups.

Housecall Pro Connector setup guide

Connector for testing Housecall Pro MAX API-key access before app-specific sync workflows are enabled.

Generic CRM Connector setup guide

Internal mock adapter for custom CRM and CSV-style workflow planning.

Google Business Profile Connector setup guide

OAuth connector for selecting reusable Google Business Profile locations and future publishing workflows.

Jobber Connector setup guide

Stub connector for future Jobber contacts, jobs, and campaign workflows.

Leads Forge setup guide

Lead-source response and booking deployments for Angi Leads, future Yelp access, and aggregator partners.

Map Forge setup guide

Manage canonical NAP, service areas, listing health, and Google Business Profile readiness from one local visibility command center.

OpenAI ChatGPT Connector setup guide

Optional AI response connector for supported apps. API keys stay server-side and AI assistance remains opt-in per deployment.

Proof Pulse setup guide

Moderate recent job photos, clean the location copy, and publish approved work into a fast website feed built for local relevance.