Zapier Integration

Zapier connects HandyBook to thousands of other apps without code. If HandyBook doesn't have a native integration for what you need, Zapier almost certainly does.

What you can do

Zapier "Zaps" (workflows) connect a trigger (something happens in HandyBook) to an action (something happens in another app), or vice versa.

Common Zaps people build

New HandyBook customer → add to Mailchimp list
Quote signed in HandyBook → post to Slack channel
Invoice paid in HandyBook → record in Google Sheets
New row in Google Sheets → create HandyBook customer
New Facebook lead → create HandyBook lead
Job completed → send a customer thank-you SMS via Twilio
New review on Google → post to Slack

Setting up

Connect HandyBook to Zapier

Go to zapier.com → search "HandyBook"
Sign up / sign in to Zapier (free tier covers most basic Zaps)
Click Connect HandyBook
You'll be sent to HandyBook's API authorization page
Approve the connection
Zapier now has access to your HandyBook account

Build a Zap

In Zapier, click Create Zap
Trigger app: HandyBook (or another)
Pick a trigger event (e.g. "New Customer Created")
Action app: pick the destination
Pick the action and map fields
Test and turn on

HandyBook triggers in Zapier

New customer
New job (any status)
Job status changed
New quote
Quote sent
Quote signed
New invoice
Invoice paid
Invoice overdue
New payment received
New expense
New form submitted
Customer tagged
Stage moved (pipeline)

HandyBook actions in Zapier

Create customer
Update customer
Create job
Add note to customer
Send message to customer
Add tag
Create invoice
Create expense
Trigger drip campaign

Examples

Automatically add to mailing list

Trigger: New customer in HandyBook Action: Add subscriber in Mailchimp / ConvertKit / etc. Why: Build a marketing list automatically, ready for monthly newsletters.

Slack alerts on big quotes

Trigger: Quote sent (with filter: amount > $5,000) Action: Post to Slack channel "Big quote sent: [customer] - $X" Why: Team awareness, owner stays in the loop.

Convert Facebook lead form

Trigger: New Facebook Lead Ad submission Action: Create HandyBook customer + tag "Facebook Ads" Why: Stop manually copying form leads.

Tax-time spreadsheet

Trigger: New paid invoice in HandyBook Action: Add row to Google Sheets Why: A live spreadsheet for your accountant without exporting.

Costs

Zapier free — 100 Zap runs/month, single-step Zaps. Fine for low-volume single-purpose Zaps.
Zapier Starter (~$20/mo) — multi-step Zaps, 750 runs/month
Zapier Pro (~$50/mo) — 2,000+ runs

For a typical HandyBook user, Zapier Starter is enough.

Limits

API rate limits apply (HandyBook allows ~100 calls/minute)
Some HandyBook fields are read-only (e.g. invoice numbers)
Bulk operations not supported via Zapier — use the HandyBook API directly for those

Alternatives to Zapier

Make.com (formerly Integromat) — similar product, often cheaper. HandyBook integration available too.
Pipedream / n8n — self-hosted alternatives with HandyBook via webhooks
Direct HandyBook API — for developers, full power and no per-run cost. See API Basics.

FAQ

Do I need to be technical to use Zapier? No — Zapier is point-and-click. Most users build Zaps in 5-10 minutes without writing any code.

Does Zapier slow down HandyBook? No — Zapier polls HandyBook for changes asynchronously. No impact on your HB experience.

What if a Zap fails? Zapier retries automatically. Persistent failures are emailed to you. View Zap history any time in Zapier dashboard.

Can I use Zapier to bulk-import data into HandyBook? Not efficiently — for bulk imports use HandyBook's CSV import. Zapier is designed for ongoing one-by-one events.

Is the Zapier integration free or paid for HandyBook users? HandyBook itself doesn't charge for Zapier integration. Zapier charges its own rates based on Zap usage.