Zapier docs

Set up TradeVulcan Zaps without needing an engineer.

Plain-English guides for connecting TradeVulcan to Zapier, mapping fields, testing Zaps, preventing duplicates, and keeping credentials safe.

7 Zapier setup guides

Written for owners, office managers, CSRs, dispatchers, and marketing leads.

No-code workflows

Choose a trigger, map fields, test one sample, and turn on the Zap.

Use only the API scopes each workflow needs and rotate secrets if exposed.

Docs focus on contractor outcomes, not internal API implementation details.

Guides

Public setup docs

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

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

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

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

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

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

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