In order to set up the Zapier integration, you will need a few things first:

  1. A Zapier account --> You can sign up for one here if you don't already have one --> zapier.com. You will need the "Starter" plan for most of the functions you will want to do in the Spraye system.
  2. A Spraye subscription that includes the Zapier integration (if you are unsure if your Spraye subscription includes the Zapier integration, please reach out at support@spraye.io for more information)
  3. API Key: Located in Spraye under Settings → COMPANY DETAILS.
  4.  Version Note: Your Zap runs the version of the Spraye app that was current when you created it. If you don't see a feature listed in this article, delete and recreate the Zap to get the latest version (currently v1.1.6). Features like interactive estimate actions and searches require v1.1.0 or higher.
  5. Knowledge around how to use Zapier. If you do not know how to use Zapier, it is best to hire a professional to help you set up your Zaps. Spraye also provides these services for a fee. You can reach out to us at support@spraye.io for more information.


>> WATCH THE ZAPIER INTEGRATION TRAINING WEBINAR RECORDING HERE


If your subscription includes the Zapier integration, you will need to reach out to support@spraye.io to receive an invitation for access to our Spraye Zaps. In the email, please provide your email address that you used to sign up for Zapier. Once you receive the invite, you will now be able to use Spraye in Zapier for a set of "Triggers" and "Actions"

Note: You will not be able to search for the Spraye zaps on the main Zapier page but only on the zap creation page because the zaps are invite only.


In Zapier, a "Trigger" is essentially something that happens in one software that triggers Zapier to then perform an "Action" in another software or tool as a result of that trigger. Here is an example: Someone fills out a lead form on your website (trigger). Your website form sends information to Zapier. Zapier then tells Spraye to add a new customer as a prospect in Spraye (action). 


How to Use SPRAYE Triggers in Zapier

For each trigger you want to use in a zap, you will need to copy and paste the relevant webhook from the Zap trigger step into your SPRAYE account on the Settings page:



Below are each of Spraye's Actions and Triggers in Zapier and how they work:


Actions

  • Search Actions
    • Use search actions to retrieve record IDs and prevent duplicate creations:
    • Search Customer 
      • Search by name, phone, or email. Use before Create Customer to prevent duplicates.
    • Search Property 
      • Look up property information by ID. Use before Create Property to prevent duplicates.
    • Search Estimate 
      • Find a legacy estimate.
    • Search Interactive Estimate 
      • Find an interactive estimate by Template ID.
    • Search Tag 
      • Find a tag ID to use with the Add Tag action.
    • Search Program 
      • Find a Program ID to use with Assign Program or estimate creation.
  • Create Customer
    • This Action creates a new customer in Spraye
      • Required fields
        • First Name
        • Last Name
      • Optional fields
        • Company Name
        • Email
        • Phone
        • Billing Address
        • Billing Address 2
        • City
        • State
        • Zip
        • Property ID
        • Customer Status
          • 0 (Non-Active)    
          • 1 (Active)
          • 2 (Hold)
          • 3 (Estimate)
          • 4 (Sales Call Scheduled)
          • 5 (Estimate Sent)
          • 6 (Estimate Declined)
          • 7 (Prospect — recommended default for lead-capture Zaps)
        • Opt-in to Automated Email Notifications, and Automated Text Notifications.
  • Create Property
    • This Action creates a new property in Spraye
      • Required fields
        • Property Name (property_title)
        • Customer ID
          • Retrieved from the Create Customer or Search Customer action
      • Note: it is a good idea to search for existing properties before performing the create customer or create property action. If that property is found, you can stop the zap.
      • Optional fields
        • Property Address
        • Property Address 2
        • Property City, 
        • Property State, 
        • Property Zipcode
        • Total Sq Feet
        • Property Status
        • Service Area / Property Zones (property_area — dynamically populated from the API)
  • Add Tag
    • Adds tag to a property
      • Required fields
        • Property ID
          • You can get this from the results of the "Create Property" action
        • Tag
          • You will want to enter a tag id here. You can find a tag id by using the "Search Tag" action
  • Assign Program
    • Adds a program to a property
      • Required fields
        • Property ID
          • You can get this from the results of the "Create Property" action
        • Program
          • You will want to enter a Program ID here. You can find a Program ID by using the "Search Program" action
  • Create Interactive Estimate & Create Interactive Estimate From Template
    • Adds a new interactive estimate proposal to a property.
      • Required fields
        • Property ID
          • Retrieved via Create Property or Search Property
        • Customer ID
          • Retrieved via Create Customer or Search Customer
        • Estimate Date
        • Status
        • Program ID
          • Retrieved via Search Program
        • Program Pricing
          • 1 = One-Time Invoicing, 2 = Pay-As-You-Go
  • Create Estimate (Legacy)
    • Note: This action is hidden (as of v1.1.0) and preserved strictly for backwards compatibility with older Zaps. Use the Interactive Estimate actions above for all new workflows.
  • Create Note
    • Adds a new note to a customer or property in Spraye with any of the following data:
      • Customer ID
      • Property ID (optional)
      • Note Type (this will pull from your specific Note Types that you have setup in Spraye global settings)
      • Note Creator (will default to account owner)
      • Note Date (will default to date created)
      • Note Due Date (optional - this is typically for "Task" note types)
      • Assign to (optional - allows you to pick who to assign the note to)
      • Note Message
      • Attachment (optional - Accepts .pdf and .png only)
      • Mark urgent? (yes or no)

Triggers

  • Customer Created
    • Triggered when a new customer is created in Spraye (note: this will not trigger if the customer is added via Zapier)
      • Data sent to Zapier
        • All customer information
  • Property Created
    • Triggered when a new property is created in Spraye (note: this will not trigger if the property is added via Zapier)
      • Data sent to Zapier
        • Property ID
        • Service Area / Property Zones
        • Customer Email
        • Property Name
        • Property Address
        • Lat/Long
        • Yard Sq Feet
        • Grass Type
  • Account Cancelled
    • Triggered when a property is cancelled
      • Data sent to Zapier
        • Customer Name
        • Customer Email
        • Property Address
        • Service Area
  • Program Assigned
    • Triggered when a program is added to a property in Spraye (note: this will not trigger if the program is added via Zapier)
      • Data sent to Zapier
        • Program ID
        • Program Name
        • Customer Email
  • Service Completed
    • Triggered when a service is completed at a property
      • Note: This trigger fires immediately when a service is marked complete.
      • Data sent to Zapier
        • Service Name
        • Customer Email
      • You may see a trigger labeled "Service Completed Dev" in the Zapier picker. Do not use it. It is a developer artifact that conflicts with the real Service Completed trigger. If both are enabled, only one will receive events. If you are currently using "Service Completed Dev," switch to "Service Completed".
  • Tag Created
    • Triggered when a tag is added to a property (note: this will not trigger if the tag is added via Zapier)
      • Data sent to Zapier
        • Property ID
        • Tag ID
        • Tag name
        • Customer ID
        • First Name
        • Last Name
        • Phone Number
        • Billing Address
        • Property Address


  • Service Scheduled
    • Triggered when a service is scheduled in Spraye. This trigger can send the following data for each property scheduled whenever a service is scheduled:
      • Property ID
      • Property Address
      • Property City
      • Property State
      • Property Zip Code
      • Property Square Footage
      • Customer ID
      • Customer First Name
      • Customer Last Name
      • Customer Email
      • Customer Mobile Phone (phone)
      • Service Name
      • Service Description
      • Service Note
      • Technician Assigned
      • Scheduled Date
  • Estimate Sent
    • When an estimate is sent from Spraye, the following data can be sent for the property/customer on the estimate:
      • Property ID
      • Property Address
      • Property City
      • Property State
      • Property Zip Code
      • Property Sq Footage
      • Customer ID
      • Customer First Name
      • Customer Last Name
      • Customer Email
      • Customer Mobile Phone (phone)
      • Estimate Preview link
      • Sent Date
      • Sales Rep
      • Sales Rep Name
      • Sales Rep Email
  • Estimate Accepted
    • When an estimate is accepted in Spraye, the following data can be sent for the property on the estimate:
      • Property ID
      • Property Address
      • Property City
      • Property State
      • Property Zip Code
      • Property Sq Footage
      • Customer ID
      • Customer First Name
      • Customer Last Name
      • Customer Email
      • Customer Mobile Phone (phone)
      • Program Name(s)
      • Service Name(s)
      • Service Description
      • Service Note
      • Program Note
      • Accepted Date
  • Property Condition Added
    • Any time a new property condition is added to a property within Spraye, the following data can be sent for that property:
      • Property ID
      • Property Address
      • Property City
      • Property State
      • Property Zip Code
      • Property Sq Footage
      • Customer ID
      • Customer First Name
      • Customer Last Name
      • Customer Email
      • Customer Mobile Phone (phone)
      • Service Name(s)
      • Service Description
      • Service Note
      • Technician Assigned
      • Property Condition Added
      • Property Condition Message
      • Date Added