One source of truth, no double entry.
Zapier enables non-technical teams to orchestrate powerful automations by combining Thorbis events with thousands of SaaS apps.
Triggers for every workflow
React to job creation, status changes, invoice events, or customer updates to drive downstream automation.
5,000+ app connections
Sync Thorbis with CRMs, marketing platforms, spreadsheets, and BI tools instantly.
No developer required
Operations teams build automations in minutes using Zapier’s visual editor—no code or APIs needed.
From Zapier signal to Thorbis action.
The connection is presented as a practical operating flow: what starts it, how the data is shaped, and what your team does next.
- Trigger01
New lead nurture
When Thorbis creates a new estimate, Zapier sends a personalized email drip via HubSpot and creates a follow-up task in Asana.
- Normalize02
Clean operational record
React to job creation, status changes, invoice events, or customer updates to drive downstream automation.
- Act03
Daily KPI snapshots
Push completed job metrics from Thorbis into Google Sheets or BI dashboards automatically for leadership reporting.
Make the integration accountable before it runs.
The best integrations are not just connected. They have a clear owner, a clear source of truth, and a visible path for records that need attention.
System of record
Zapier
Decide which fields should originate in the partner system and which should stay managed in Thorbis.
Sync owner
Operations
Give one role responsibility for access, field mapping, and first-week exception review.
Exception path
Review queue
Route mismatched records to a human review path instead of silently creating duplicate work.
Wired the way your team works.
How service businesses put Zapier Automation to work with Thorbis.
New lead nurture
When Thorbis creates a new estimate, Zapier sends a personalized email drip via HubSpot and creates a follow-up task in Asana.
Daily KPI snapshots
Push completed job metrics from Thorbis into Google Sheets or BI dashboards automatically for leadership reporting.
Know what needs to be ready before connecting.
Keep setup grounded in access, record ownership, and validation before the whole team depends on the integration.
- 1Zapier Professional plan or higher recommended.
- 2Thorbis API access (included with Growth plan+).
- 3Review the first synced records before team rollout
What you'll need to get set up.
Requirements
- Zapier Professional plan or higher recommended.
- Thorbis API access (included with Growth plan+).
Frequently asked questions.
Common questions about the Zapier Automation integration.
Which Zapier triggers are available?
Thorbis exposes triggers for job creation, updates, invoice events, customer lifecycle changes, and schedule updates.
Can I build multi-step Zaps?
Yes. Use filter, formatter, and path steps to build complex branching automations using Thorbis data.
Is there a limit on zap volume?
Zap throughput is governed by your Zapier usage limits. Thorbis does not throttle beyond API rate limits.
Connect the rest of your stack.
Thorbis pushes jobs, invoices, and payments to QuickBooks automatically while pulling back balances and customer updates. No more manual double entry or month-end reconciliations.
View integration →Thorbis embeds Stripe across invoices, customer portal, and mobile workflows so payments happen instantly. Support cards, ACH, Apple Pay, Google Pay, and secure stored methods.
View integration →Thorbis pushes jobs, invoices, and payments to QuickBooks automatically while pulling back balances and customer updates. No more manual double entry or month-end reconciliations.
View integration →Make the Zapier Automation handoff explicit
The connection is stronger when everyone knows what moves, where it lands, and who handles exceptions.
Source of truth
Decide which records Zapier Automation owns and which records Thorbis should own after the connection is live.
Sync direction
Confirm whether records flow into Thorbis, out of Thorbis, or both ways before the team relies on the workflow.
Exception owner
Name the person who reviews failed syncs, duplicate records, permission issues, and disconnected accounts.
Connect it in stages, then watch the exceptions
A staged launch keeps accounting, payments, calendar, and automation data clean while the team learns where the integration fits.
- 1Connect a test account or limited data set first.
- 2Verify required fields, permissions, and the record categories that should move.
- 3Run one real workflow and check the destination system before expanding access.
- 4Review sync health after launch and document the owner for exceptions.
More ways to move data in and out of Thorbis
Integrations keep expanding. These are in active development — not available today.
Supplier API integrations
Pull live catalogs, real-time pricing, and stock from your trade suppliers straight into Thorbis.
Universal Import Center
Migrate from Jobber, ServiceTitan, Housecall Pro, spreadsheets, or unknown exports, with inspection, mapping, dry runs, and safe rollback.
Migration and data imports
Bring your customers, jobs, and history over from legacy FSM tools, structured, validated, and checked before it lands.