Connect TradeWorks AI to hundreds of apps and automate the repetitive work your team shouldn't be doing manually. Zapier, Make, and custom webhooks — all supported.
TradeWorks AI connects to the automation platforms your business relies on, so data flows between your tools without manual effort. Every lead, appointment, and customer interaction can trigger the next step automatically.
Connect TradeWorks AI to over 5,000 apps with zero code. Zapier triggers fire when your AI agent captures a new lead, books an appointment, or logs a missed call — automatically pushing that data to your CRM, email platform, spreadsheet, or any other tool in your stack. Setup takes minutes, not days.
For contractors who need more complex, multi-step workflows, Make provides a visual drag-and-drop builder with conditional logic, branching paths, and error handling. Route leads differently based on service type, schedule follow-ups based on job value, or sync data across ServiceTitan, Jobber, and your accounting software in a single workflow.
For maximum control, TradeWorks AI exposes webhooks and a REST API that your development team — or our consulting team — can use to build custom integrations. Push real-time event data to any system, build custom dashboards, or connect to proprietary tools that Zapier and Make do not support.
Every event your AI agent handles — a new lead captured, an appointment booked, a missed call logged, or an emergency triaged — can trigger an automated workflow that saves your team hours of manual work every week.
When a new lead comes in, automation can instantly add that contact to your ServiceTitan or Housecall Pro CRM, send a Slack notification to your dispatcher, create a follow-up task in your project management tool, and log the interaction in a shared Google Sheet — all before anyone on your team lifts a finger.
Common AI agent automation workflows include:
Your digital marketing generates leads from Google, social media, and your website. Automation ensures every one of those leads is acted on immediately — no manual hand-offs, no delays, no leads falling through the cracks.
When a homeowner fills out a contact form on your website, automation can instantly trigger a personalized email welcome sequence, notify your AI agent to send a follow-up text, and add the lead to your Jobber pipeline. When a job is marked complete in your CRM, a review request is auto-sent to the customer. When a Google Ads conversion fires, the data feeds back into your ad platform to optimize future spend.
Key marketing automation workflows:
TradeWorks AI does not just connect tools — we help you design and implement the custom automation workflows that transform how your business operates. Our consulting team maps your existing processes, identifies manual bottlenecks, and builds automated solutions tailored to your CRM and tech stack.
Automate job status updates, dispatch notifications, customer follow-ups, and membership renewal reminders. Connect ServiceTitan to your accounting software, marketing tools, and communication platforms so your team spends less time on data entry and more time on revenue-generating work.
Build automated quote follow-up sequences, job completion notifications, and payment reminders that run inside Jobber. Sync client data to your email marketing platform, trigger review requests after every completed job, and auto-update your team's shared calendar.
Create end-to-end automation from lead capture through payment collection in Housecall Pro. Auto-assign technicians based on availability, send customers real-time arrival notifications, and trigger post-job surveys that feed your online reputation strategy.
TradeWorks AI supports all three approaches. Choose based on your team's needs, technical comfort, and workflow complexity.
Recommended for contractors who want quick wins: auto-add leads to your CRM, send notifications, update spreadsheets. If your workflow is “when X happens, do Y,” Zapier is the fastest path.
Recommended for contractors with complex operations: route leads by service type, build multi-step onboarding sequences, sync data across three or more platforms with error handling and retry logic.
Recommended for larger contractors or franchises with proprietary systems, custom dashboards, or compliance requirements that Zapier and Make cannot meet. Our consulting team builds and maintains these integrations for you.
The Professional plan at $40 per month includes native integrations with Zapier, Make, and webhook support. Zapier and Make subscriptions are billed separately at their own pricing. Custom webhook consulting starts at $199 for up to 5 workflows. Complex automation projects involving multiple platforms or advanced logic start at $499. There are no hidden fees and no long-term contracts on any plan.
No. TradeWorks AI configures everything for you. During onboarding, we identify the workflows that will save your team the most time, build and test them, and hand you a system that runs on autopilot. If you ever want to modify a workflow or add a new one, our consulting team handles that too. You never need to touch a line of code or configure a single Zap yourself.
It depends on your needs. Zapier is the best choice for simplicity and quick setup — it connects to over 5,000 apps and works well for straightforward “when X happens, do Y” workflows. Make (formerly Integromat) is ideal for complex visual workflows with conditional logic, branching, and error handling. Custom webhooks via our API are the most powerful option for enterprise-grade automation but require development work, which our consulting team handles. Most contractors start with Zapier and graduate to Make or custom webhooks as their operations grow.
Yes. TradeWorks AI supports direct integrations with ServiceTitan, Jobber, and Housecall Pro, as well as automation-platform connections to HubSpot, Salesforce, and virtually any CRM that supports Zapier, Make, or webhooks. Common workflows include auto-creating CRM contacts from new leads, syncing appointment data, triggering follow-up sequences, and updating job statuses across systems.
Every hour your team spends on manual data entry, copy-pasting between tools, or chasing follow-ups is an hour they are not spending on revenue-generating work. TradeWorks AI workflow automation eliminates the repetitive tasks that slow your business down — so your team can focus on serving customers and closing jobs.
Workflow automation consulting from $199. AI agents from $10/mo. No contracts.