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Markate Zapier integrationAutomate Markate with Zapier.

Markate Zapier integration: 10 triggers, 3 actions, no search. Markate runs customers, jobs and sales for home service businesses. Zapier links it to your other tools through a Zap, an automation that waits for an event and then does the follow-up for you.

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Overview

What the Markate Zapier integration covers

The Markate Zapier integration reads ten kinds of new events from your Markate account (calls logged by its AI receptionist, customers, groups, sources, estimates, invoices, leads, lead labels, and work orders scheduled or completed) and lets other tools act on them. It writes back in three ways: a new customer, a new lead, a new customer source.

Three results people build with it. A follow-up that goes out after the job: Work Order Completed starts a Zap when a job is marked completed or invoiced, and your email tool sends the next message. Leads that never sit unseen: New Lead picks up each lead and a message reaches the team, so nobody has to open Markate to spot it. Contacts that arrive without retyping: a form or another CRM sends people to Markate through Create Lead or Create Customer.

What Zapier does not do for Markate is just as useful to know. There is no search step, so a Zap cannot check whether a customer already exists before Create Customer runs. There is no action to update, delete or schedule anything: the writing side stops at three create actions. And all ten triggers are polling triggers, so Zapier finds new items on a timer set by your plan, never the instant they appear.

That last point decides a lot. On the free plan, Zapier checks Markate every 15 minutes: fine for a record, slow for a call that needs a callback. If you are still weighing the tool, see our Zapier review.

Vocabulary

Zapier vocabulary in one minute

Eight words carry this page. Each one, once, in plain English.

Zap
The automation you build on Zapier: one trigger, then one or more actions that run each time the trigger event happens.
Trigger
The event in an app that starts the Zap. Once the Zap is switched on, Zapier keeps watching for it.
Action
What the Zap does after it starts: the step that writes, sends or creates something in an app for you.
Task
The unit Zapier bills. One task is one action your Zap completed successfully; your plan counts those.
Polling trigger
A trigger Zapier checks on a timer: it asks the app for new items at a fixed interval and keeps only unseen ones.
Instant trigger
A trigger the app reports itself the moment the event happens. None of Markate's ten triggers works that way.
Filter
A step that lets the Zap go on only when the data meets a condition you set, and stops it otherwise.
Multi-step Zap
Any Zap beyond one trigger and one action. A filter or a second action makes one, and it needs a paid plan.
Cost

What a Markate Zap really costs

Zapier never bills the trigger, however often it checks Markate. It bills each action that succeeds, and an action that fails is not counted.

  • Any Markate trigger0 tasks
  • Each successful create action1 task
  • Free plan100 tasks a month, two-step Zaps
  • Markate on the free planYes

Markate is not one of the apps Zapier keeps for paid plans, so it runs on the free plan: 100 tasks a month, unlimited Zaps, two steps each. New Lead plus one message fits. A filter or a second action makes the Zap multi-step, which needs a paid plan. All ten Markate triggers are polling triggers, so the grid below sets how often Zapier looks for new items on your plan; on paid plans that pace can be adjusted.

Connect

Connect Markate to Zapier in three steps

  1. 01

    Open the Apps page

    In your Zapier account, go to Apps and click + Add connection. You need a Markate account first, plus read or write access on anything you do not own and want the Zap to touch.

  2. 02

    Pick Markate

    Type Markate in the search box of the dialog, choose it from the results, then click Add connection. A new browser tab opens on the Markate side to finish the link.

  3. 03

    Sign in and grant access

    Log in to Markate in that tab and allow Zapier to use the account. The connection then appears on the Apps page and serves every Markate step in every Zap you build.

First Zap

Your first Zap: a follow-up email after each finished job

GoalWhen a work order is completed or invoiced in Markate, keep only the jobs that match your condition and send the customer a follow-up email.

  1. 01

    Set the trigger

    Build a new Zap, pick Markate as the starting app and Work Order Completed as the event. Choose your Markate connection so Zapier knows which account to watch.

  2. 02

    Test it on a real job

    Run the test. Zapier brings back the three most recent work orders of the connected account, so you map the next steps on a real job rather than on a guess.

  3. 03

    Add the filter

    Add a Filter step from the plus icon and set the field, the rule and the value. Pick a text rule for text and a number rule for numbers, or the filter never passes.

  4. 04

    Write the email

    Add the action of your email tool and build the message from the work order the test returned. Check in the test result which customer details Markate actually sends.

  5. 05

    Test and publish

    Test each step, read what came back, then click Publish. The filter makes this a multi-step Zap, so it runs on a paid plan. For guided practice, see our Zapier training.

Triggers

The ten Markate triggers

10 events start a Zap when something happens in Markate. Zapier checks for them at the interval your plan allows.

1

New Call From Kate-Ai Receptionist

Polling trigger

In Zapier“Triggers when a new call is added by Kate-AI Receptionist.”

Each call that Kate-AI Receptionist logs in Markate becomes the start of a Zap, so the record of that call can travel to another tool.

How it fires
Zapier goes and looks at regular intervals, and how often depends on your plan: every 15 minutes on the free one.
When to use it
whoever handles callbacks works from a task list in another tool and needs each logged call to land there.
Watch out
on the free plan a call can wait for the next check before the Zap sees it, so do not promise an immediate callback on that basis.
2

New Customer

Polling trigger

In Zapier“Triggers when a new customer is added.”

Your Zap runs for every customer added to Markate, by hand or by another Zap, and passes that customer on.

How it fires
Zapier goes and looks at regular intervals, and how often depends on your plan: every 15 minutes on the free one.
When to use it
your email list or accounting tool should hold the same customers as Markate without a second entry.
Watch out
a Zap that pairs this trigger with Create Customer can start itself again, so never wire the two together.
3

New Customer Group

Polling trigger

In Zapier“Triggers when a new customer group is created.”

Reacts when someone creates a customer group in Markate, which lets another tool mirror the way you segment customers.

How it fires
Zapier goes and looks at regular intervals, and how often depends on your plan: every 15 minutes on the free one.
When to use it
your marketing tool keeps lists that match Markate's groups and a new group should create its counterpart there.
Watch out
groups that existed before you publish the Zap are never picked up, so set up the existing ones by hand once.
4

New Customer Source

Polling trigger

In Zapier“Triggers when a new customer source is created.”

Picks up each new customer source created in Markate, the label that records where customers come from.

How it fires
Zapier goes and looks at regular intervals, and how often depends on your plan: every 15 minutes on the free one.
When to use it
a reporting sheet tracks every source you use and should gain a row whenever the office adds one.
Watch out
combined with Create Customer Source in the same Zap, it can loop, since it watches the very place that action writes.
5

New Estimate

Polling trigger

In Zapier“Triggers when an estimate is added, also filter estimates by status and customer.”

Starts a Zap whenever an estimate is added in Markate. Zapier's listing adds that it can be narrowed by status and customer; check what the trigger offers when you set it up.

How it fires
Zapier goes and looks at regular intervals, and how often depends on your plan: every 15 minutes on the free one.
When to use it
the sales lead wants a chat message for each new estimate so nothing waits too long for a reply.
Watch out
a separate Filter step placed after it makes the Zap multi-step, which needs a paid plan.
6

New Invoice

Polling trigger

In Zapier“Triggers when an invoice is added, also filter by status and customer.”

Fires for every invoice added in Markate; according to Zapier's listing, it can also be narrowed by status and customer.

How it fires
Zapier goes and looks at regular intervals, and how often depends on your plan: every 15 minutes on the free one.
When to use it
whoever keeps the books tracks invoices in a spreadsheet and needs each one listed without exporting.
Watch out
invoices created before the Zap goes live stay out, so import the backlog separately if the sheet must be complete.
7

New Lead

Polling trigger

In Zapier“Triggers when a lead is added, also filter by status, source type, customer source, lead label, lead stage.”

Brings every new Markate lead into a Zap. Zapier's listing mentions narrowing by status, source type, customer source, lead label or lead stage; confirm it at setup.

How it fires
Zapier goes and looks at regular intervals, and how often depends on your plan: every 15 minutes on the free one.
When to use it
leads from one source deserve a message to a specific person, and the others can wait in Markate.
Watch out
pairing it with Create Lead in the same Zap can make it restart itself, so keep the two apart.
8

New Lead Label

Polling trigger

In Zapier“Triggers when a new lead label is added.”

Watches for new lead labels, the tags your team creates in Markate to sort leads, and hands each one to the next step.

How it fires
Zapier goes and looks at regular intervals, and how often depends on your plan: every 15 minutes on the free one.
When to use it
a shared sheet documents what each label means, and a new label should appear there for someone to describe.
Watch out
labels created before the Zap goes live never come through, so seed the sheet with the existing list.
9

Work Order Completed

Polling trigger

In Zapier“Triggers when a work order status changes to completed or invoiced.”

Your Zap starts once a work order's status moves to completed or invoiced, the natural end point of a job in Markate.

How it fires
Zapier goes and looks at regular intervals, and how often depends on your plan: every 15 minutes on the free one.
When to use it
a thank-you email or a review request should go out after each finished job without anyone remembering to send it.
Watch out
both completed and invoiced count, so test on one of each to see what the Zap receives.
10

Work Order Scheduled

Polling trigger

In Zapier“Triggers when a work order is scheduled.”

Triggers a Zap whenever a work order gets a slot on the schedule in Markate, which is the moment a job becomes real for the customer.

How it fires
Zapier goes and looks at regular intervals, and how often depends on your plan: every 15 minutes on the free one.
When to use it
a shared calendar outside Markate should show each scheduled job for the people who are not in the app.
Watch out
read the test result to find which field holds the scheduled date before you map it anywhere.
Actions

The three Markate actions

Markate gives you 3 actions. For each one: what it does for you, when to reach for it, and what to watch out for.

1

Create Customer

Action

In Zapier“Create a new customer on Markate”

Creates a customer record in Markate, for someone you track as a customer rather than as a lead.

When to use it
a booking or payment tool confirms new clients, and each one should exist in Markate before the first job.
Watch out
Customer Type and First Name are required, and there is no search to spot a duplicate first.
2

Create Customer Source

Action

In Zapier“Add a new customer source on Markate”

Adds a new customer source to Markate, so a channel you start using exists there before leads arrive from it.

When to use it
your marketing team launches a channel in another tool and wants Markate to have a matching source.
Watch out
Name is the only required field; type it exactly as you want it to appear in reports.
3

Create Lead

Action

In Zapier“Create a new lead on Markate”

Adds a lead to Markate from details collected elsewhere, ready for your team to qualify.

When to use it
a quote request form on your website gathers contacts that should land in Markate's lead list straight away.
Watch out
Customer Type and Name are both required, so map a value for each from the source step.
When it breaks

When a Markate Zap breaks

Zapier links no help article to Markate, so these are the failures any Zap can run into.

With ten triggers and three create actions on the same account, the loop is the trap to watch most closely. When a run still looks wrong, read our Zapier troubleshooting guide.

  • Last month's leads never arrive

    A Zap only reacts to what happens after you switch it on. Leads, invoices or jobs created before that are not picked up; moving the backlog is a separate job.

  • A Zap that keeps restarting

    A Zap that writes into the place its own trigger watches, like New Lead with Create Lead, can set itself off again and again and burn through tasks.

  • A bulk import held back

    When a trigger suddenly returns a huge batch, after a bulk import or a migration into Markate, Zapier's flood protection can hold those runs back.

  • No double start on one item

    On a polling trigger, Zapier keeps track of what it has already seen, so the same lead or invoice does not start the Zap a second time.
Need help

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FAQ

Markate and Zapier: your questions

01Is the Markate Zapier integration free?
Yes, it works on Zapier's free plan. Markate is not one of the apps Zapier reserves for paid plans. The free plan gives 100 tasks a month and unlimited Zaps, each capped at two steps: one trigger, one action. New Lead followed by one chat message fits. So does a form entry followed by Create Lead. The Zap on this page adds a filter, which makes it multi-step and moves it to a paid plan.
02How many tasks does a Markate Zap use?
One task per action that succeeds, nothing for the trigger. Zapier can check Markate for new leads, estimates and invoices all day without charging; only a completed action counts. A Zap where Work Order Completed sends one email costs one task per finished job that passes the filter. Create Lead, Create Customer and Create Customer Source count once each time they succeed, and a failed attempt is not counted. Zapier notes that a few apps and actions use more than one task, so check your usage early.
03Do Markate triggers fire in real time?
No. All ten are polling triggers: Zapier asks Markate for new items at a fixed interval and keeps only the ones it has not seen. On the free plan that check happens every 15 minutes, on Professional every 2, on Team and Enterprise every minute. The type comes from Markate's own integration and cannot be switched in the editor. On paid plans you can change how often a polling trigger checks, and run a check by hand from the editor when you need it.
04What do you need to connect Markate to Zapier?
A Markate account, plus read or write access on anything you do not own and want the Zap to touch. In Zapier, open the Apps page, click + Add connection, search for Markate and pick it, then click Add connection. Sign in to Markate in the tab that opens and grant Zapier access. That one connection then serves every Markate step in every Zap, whether it watches leads or creates customers, so you only set it up once per account.
05What do the Markate create actions need before they run?
A few required values, and they differ by action. Create Lead needs a Customer Type and a Name. Create Customer needs a Customer Type and a First Name. Create Customer Source only needs a Name. Customer Type deserves a check before you build: the value you map has to match one of the customer types your Markate account uses. Check that the app starting your Zap carries such a value, then run the test and read what Markate sends back.
06What if the Markate operation you want is not listed?
Then Zapier does not offer it today. The editor shows ten triggers and three create actions for Markate, with no search and nothing to update, schedule or delete. Keep those steps inside Markate and automate what surrounds them: a lead coming in, a job finishing, an invoice going out, a call to return. Before you plan a new Zap, open the Markate page on Zapier: it shows the current list of operations.
07Zapier, Make or n8n for Markate?
Choose on criteria, not on a ranking. Speed: on Zapier, every Markate trigger is polled on your plan's interval, so check how each platform starts a flow from Markate. Coverage: Zapier offers ten triggers and three create actions; see whether the other tools list the operation your process relies on. Cost: Zapier bills successful actions and keeps the free plan to two steps, so estimate your monthly leads and jobs. Line up those three answers before deciding.
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