Zapier Overview for OCC Users

What is Zapier?

Zapier is a cloud-based automation tool that allows users to connect and automate workflows between thousands of apps—without writing code.

For OneClick Contractor (OCC) users, Zapier can help automate tasks between OCC and CRMs, spreadsheets, invoicing systems, and more.

Learn more: https://zapier.com/how-it-works

How Does Zapier Work?

Zapier uses Zaps, which are workflows composed of two core elements:

- Trigger: The event that starts the workflow (e.g., Job Created in OCC)

- Action: The task Zapier performs after the trigger (e.g., Add a row to Google Sheets)

Formula: Zap = Trigger + Action

Is There a Cost?

Zapier offers both free and paid plans. Pricing depends on:

- Number and complexity of Zaps

- Apps used (some like QuickBooks Online require Premium)

- Monthly task volume

Check pricing here: https://zapier.com/pricing

Demo Examples (as seen in Lunch & Learn)

- OCC → Google Sheets (Trigger: Job Created, Action: Add Row)

- Hubspot → OCC (Trigger: New Contact, Action: Create Job)

Other Use Cases

Zapier’s capabilities are nearly limitless depending on connected apps. Examples include:

- Pushing job data to Hatch

- Creating QuickBooks Online invoices for signed jobs

- Syncing contacts with Salesforce, HubSpot, etc.

Explore integrations: https://zapier.com/explore

OCC Support Scope

OCC officially supports:

- Authorizing a Zapier connection to OCC

- Using OCC as a trigger or action in Zaps

OCC does not build custom Zaps for users.

Instructions are available in the OCC Knowledge Base article for setup.

Helpful Resources

- Zapier Pricing: https://zapier.com/pricing

- Zapier Basics: https://zapier.com/help/create/basics/learn-key-concepts-in-zapier

- Who Is Integrated: https://zapier.com/explore

Popular connected apps: JobNimbus, Acculynx, QuickBooks Online, Salesforce, HubSpot