Zapier Integration - (Beta)

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Integrating your MaidCentral instance with Zapier can provide more flexibility by permitting a connection to other platforms that do not directly integrate with MaidCentral, such as Go High Level, DialPad, and RingCentral. This guide will cover the setup process and available triggers in this integration.

This Integration is in Open beta. If you experience troubles or need help, please report all issues, comments, and concerns through a ticket to support.

Integrating Zapier with Your MaidCentral Instance

Creating a new API User

In your MaidCentral instance, you will need to create a new API User in order to integrate with Zapier.

First, go to Company > Settings > General > Integrations > API Users. You can click Create a User and enter a name for the description to begin generating your API keys. If you do not see this section, you will need to reach out to our Support Team to have the API Users enabled for your instance.

Once you’ve saved the description, a pop-up will appear with your username and API key. This will be the username and password you will enter in Zapier to establish a connection. You will want to save your API keys in a safe and secure place, such as a password manager, in case you need to access this information again. If you do not, you will need to repeat the steps to create a new API User.

In your Zapier account, click +Create and select “MaidCentral” as the app. Once you select the app, you can pick which Trigger Event you want and which Account you want to connect to.

When you click on Select for the Account field, you will see a list of API Users that you can choose from if you already have MaidCentral connected. If you do not have MaidCentral connected or need to create a new connection, select Connect a New Account.

A new window will open asking for a username and password, like below. Do not log in using your standard email and password for your MC account.

Enter the username generated from the API User you created into the Username field. Take the API Key from the API User and enter it into the Password field, then click Yes, Continue to MaidCentral. Give it a few minutes, and the window will disappear if the connection was successful.

If you need to delete or generate a new API Key, you can click on the arrows next to the API User and select Delete or Get New API Key.

Actions / Triggers

Below is an outline of the possible actions and triggers within MaidCentral that can be used in Zapier, along with a description of how that action or trigger happens.

Actions

Actions will be available if you select MaidCentral to be a follow-up event in Zapier. For example, if you choose an event to DialPad, you can select one of these actions as the follow-up event for MaidCentral.

Create Lead

Any time a new lead is created from Customer > New Lead or sourced from within an Iframe / Lead form POST

Create Note

Create a note or ticket in MaidCentral. Especially useful in conjunction with other apps, such as RingCentral or DialPad.

Triggers

Lead Created

Any time a new lead is entered within MaidCentral, manually or sourced from a POST / Iframe

Lead Closed

From Within any Lead - Actions > Close Lead

Quote Sent

Any quote that is sent to a client through the quoting tool

Quote Booked

Upon the scheduling and booking of a service set through the quoting tool

Job Completed

Will trigger upon every job completion

Job Completed - Recurring

Will trigger upon any service that has the frequency of Every week / two weeks / three weeks / four weeks or Other recurring

Job Completed - One Time

Will trigger upon any service that has the frequency of Single / On Demand

Contact Updated

Will trigger when any contact information is updated - Customer Name / Email / Phone /

Do Not Market

Triggered for any customer that is locked through Action -> Lock

Canceled Service

Will trigger upon Cancelling Service through Job Modal > Schedule Change > Cancel Service

Data Available

The data below is available for each trigger. For example, when "Job Completed - Recurring" is triggered, the following data is associated with that contact.

First Name

Address Country

Customer Quote ID

Pets

Last Name

Address Country Region

Customer Information ID

Full Baths

OptinReason

Address Country Code

Service Description

Half Baths

Email Adress

CrmID

Service Set type Group Description

Customer Total Revenue

Phone Number

Contact Type

Customer Source Description

Customer Total Revenue Last 12 Months

Address line 1

Recurrence

Billing Terms Description

Address Line 2

Service Company Full Name

Bedrooms

Address City

Online Booking URL

Home Square Feet

Address Region

Estimate URL

Home Stories

Address Postal Code

Quote Status ID

People