Overview
MotionOps integrates with Zapier, letting you connect your account to thousands of other apps — like HubSpot, QuickBooks Online, Google Sheets, Mailchimp, and more. Once connected, you can automate repetitive tasks between MotionOps and your other tools without writing any code.
A Zapier account is required to use this integration. Free and paid Zapier plans are available depending on your needs.
When to Use This Feature
You want to automatically create a contact in your CRM (e.g., HubSpot) every time a new customer account is created in MotionOps.
You need to push invoice data to an accounting or invoicing tool whenever a new invoice is created or updated.
You want to log completed appointments or closed work orders in a spreadsheet or project management tool automatically.
You want to trigger marketing emails or SMS campaigns in another tool when a transaction is recorded in MotionOps.
You need to create MotionOps accounts automatically when new contacts are added in an external tool like HubSpot.
How It Works
A Zap is an automated workflow that connects two apps. Every Zap has two parts:
Trigger — An event in one app that starts the automation (e.g., a new invoice is created in MotionOps).
Action — What happens automatically in the other app as a result (e.g., a new record is created in HubSpot).
MotionOps can act as either the trigger or the action in a Zap — or both.
How to Enable Zapier
Go to Settings → Integrations → Zapier.
Click Enable Zapier. You'll be redirected to the MotionOps page on Zapier.
Log in to your Zapier account, or create one if you don't have one yet.
On the Zapier page, click Connect MotionOps to 7,000+ apps to start building your first Zap.
MotionOps Triggers
Triggers are events in MotionOps that can kick off an automated workflow in another app. All MotionOps triggers are instant — they fire as soon as the event occurs.
Appointment Completed — Triggers when an appointment is completed.
Account Created — Triggers when a new customer account is created.
Account Updated — Triggers when an existing customer account is updated.
Invoice Created — Triggers when a new invoice is created.
Invoice Updated — Triggers when an existing invoice is updated.
Transaction Created — Triggers when a new transaction is created.
Work Order Closed — Triggers when a work order is closed.
MotionOps Actions
Actions are things Zapier can do in MotionOps automatically when a trigger fires in another app.
Create Account — Creates a new customer account in MotionOps.
Update Account — Updates an existing customer account.
Find Account — Searches for an existing account in MotionOps.
Find or Create Account — Looks for an existing account and creates one if it doesn't exist.
Add Tag to Account — Adds a tag to an existing customer account.
How to Build a Zap with MotionOps
The steps below walk through the general process of building a Zap. The exact fields will vary depending on the apps and events you choose.
In Zapier, click Create Zap.
In the first step, choose your trigger app and select a trigger event. If MotionOps is the trigger, select MotionOps as the app, choose a trigger event (e.g., Invoice Created), and connect your MotionOps account.
Click Continue and test the trigger to confirm Zapier can pull data from MotionOps.
In the second step, choose the action app (e.g., HubSpot, Google Sheets) and select an action event. Connect your account for that app.
Map the fields from MotionOps to the fields in the action app — for example, mapping the MotionOps customer name to the HubSpot contact name field.
Click Continue, test the action, and then click Publish to activate the Zap.
Once published, the Zap runs automatically in the background every time the trigger event occurs.
Tips & Best Practices
Start with one Zap. Begin with a high-value, simple automation — like syncing new accounts to your CRM — before building more complex multi-step workflows.
Use "Find or Create Account" to avoid duplicates. If you're pushing data into MotionOps from another tool, use the Find or Create Account action instead of Create Account to prevent duplicate customer records.
Test before publishing. Always use Zapier's built-in test step to confirm data is mapping correctly before activating a Zap on live data.
Monitor your Zap history. In Zapier, check the Zap history tab to see which runs succeeded or failed — useful for catching issues early.
Things to Know
A Zapier account is required. Zapier offers free and paid plans — visit zapier.com for current pricing.
All MotionOps triggers are instant, meaning Zaps fire in real time as events occur — not on a delay or schedule.
Zapier is enabled from Settings → Integrations → Zapier in MotionOps. Only admins can access this setting.
MotionOps actions currently focus on customer account management. Additional actions may be available — check the MotionOps page on Zapier for the latest list.
Troubleshooting
My Zap isn't triggering.
Confirm the Zap is published and turned on in Zapier. Check that the trigger event actually occurred in MotionOps — for example, a Work Order Closed trigger only fires when a work order is fully closed, not just completed.
I can't connect my MotionOps account in Zapier.
Make sure Zapier is enabled in your MotionOps settings under Settings → Integrations → Zapier. If it's already enabled and the connection still fails, try disconnecting and reconnecting the account in Zapier.
Data isn't mapping correctly between apps.
Review the field mapping in your Zap's action step. Make sure each required field in the destination app is mapped to a corresponding MotionOps field. Use the test step in Zapier to preview the data before publishing.
Have questions? Reach out via the support chat or email support@motionops.com.