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Worksome x Zapier

Learn how to connect Worksome with all your other favourite tools via Zapier and easily increase your workflow efficiency.

Tobias Dilling avatar
Written by Tobias Dilling
Updated yesterday

Use Zapier to extend the power of Worksome by connecting and syncing data between Worksome and the other tools you use, like Greenhouse, HubSpot, Xero, QuickBooks, Slack, or Google Sheets. Zapier offers over 5,000 apps to automate your workflows. Automated connections called Zaps can be set up in minutes with no coding required. These automations can save time, improve data accuracy, and eliminate repetitive manual work.

Currently supported features

Worksome currently offers the following triggers and actions in Zapier:

Triggers

  • New Invoice – triggers whenever a new invoice is created in your Worksome account

  • New Job – triggers whenever a new job is created

  • New Hire – triggers whenever a new contract is created

  • New Trusted Contact – triggers whenever a new trusted contact is added

  • Contract Accepted by Worker – triggers whenever a worker accepts a contract

Action:

  • Create Job – automatically create a job post in Worksome based on a trigger from another tool

Each Zap has one app as the trigger, where your information comes from, and one or more actions, where your data gets sent automatically.

This makes it easy to sync workflows. For example, when a job post is created in an Applicant Tracking System like Greenhouse, it can automatically be created inside Worksome as well.

How to Get Access to Worksome’s Zapier Integration

To get started, you’ll first need a Zapier account. If you don’t have one, you can sign up for free at https://zapier.com. You can find the Worksome integration on Zapier here.

How to connect Worksome with Zapier

You can connect Worksome to Zapier in two ways:

Option 1: From Zapier’s My Apps

  1. Log in to Zapier.

  2. Go to My Apps.

  3. Click Connect a new account… and search for Worksome.

  4. Sign into Worksome and approve access.

Option 2: While creating a Zap

  1. Start a new Zap.

  2. Choose Worksome as the trigger or action app.

  3. Log in and connect your Worksome account when prompted.

Note: If your Worksome user belongs to multiple company accounts, Zapier will be able to access all connected Worksome accounts.

How to create a new Zap?

You can create new Zaps on Zapier by following their guide here. If you are looking for inspiration, you can also check out our examples below or use one of your Zap templates.

Example Workflows

Example 1: Using the “Create Job” action from Worksome

Step 1: Choose a trigger from another app

  • Example: “New Job Post” in Greenhouse triggers the Zap.

Step 2: Choose Create Job as the action in Worksome.

Step 3: Map the data fields in Zapier so that job details from Greenhouse are passed into Worksome.

Example 2: Using the “New Invoice” trigger from Worksome

In this example, a new invoice in Worksome triggers actions in other tools.

Step 1: Choose Worksome → New Invoice as the trigger.

Step 2: Choose what action Zapier should perform with that data.

Examples:

  • Create a bill in QuickBooks or Xero

  • Add invoice data to Google Sheets

  • Send a Slack notification to a finance channel


Frequently Asked Questions (FAQ)

Do I need a Zapier account to use this integration?
Yes, you will need a Zapier account. You can sign up for free at https://zapier.com.

Can I test Zaps before sending real data?
Yes, Zapier allows you to test each step when building a Zap before turning it on.

Can I test Zapier with Worksome in a Sandbox environment?
Yes, if you would like to test integrations safely before using real data, you can request access to a Worksome Sandbox environment. Please reach out to hello@worksome.com to request Sandbox access.

Can I turn off or edit a Zap later?
Absolutely. You can pause, delete, or update Zaps anytime from your Zapier dashboard.

Do I need technical skills to set this up?
No coding is required. Zapier uses a simple, step-by-step builder to help you connect apps easily.


Need Help?

If you have any more questions, we’re happy to help.
Contact us via live chat or email hello@worksome.com.

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