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MotionOps Zapier integrationAutomate MotionOps with Zapier.

The MotionOps Zapier integration lets your service business data move without copy and paste. Zapier lists 7 triggers, 3 actions and 1 search for MotionOps: every trigger is instant, and the actions all work on accounts.

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Overview

What the MotionOps Zapier integration does for you

MotionOps is an operating system for service contractors: accounts, appointments, work orders, invoices and transactions in one place. Plugging it into Zapier means those events can update your other tools, and other tools can create or change MotionOps accounts, without anyone retyping a thing.

Three results you can build. A follow-up message once a visit is done: Appointment Completed starts the Zap and your email tool sends the note. A running log of money in, with one spreadsheet row per Transaction Created, so payments sit next to the rest of your figures. A tidy account list fed from outside: a new contact elsewhere becomes a MotionOps account through Create Account, and Add Tag to Account labels existing accounts once an earlier step hands over their ID.

Every one of the seven triggers is instant. MotionOps reports the event to Zapier itself, so the interval of your plan never slows these Zaps down, even on Free.

What Zapier does not do here. The three actions only touch accounts: there is no action to create an invoice, book an appointment or close a work order from Zapier. The only search is Find Account, so nothing looks up an invoice or a job. And Add Tag to Account and Update Account both need the account ID, which means a trigger or a search has to bring it first. To weigh other tools, see our n8n vs Zapier comparison or our Make vs Zapier comparison.

Vocabulary

Zapier vocabulary in one minute

The page uses eight Zapier words. Here is each one in plain language, defined once.

Zap
The automation you build on Zapier: one starting event, then one or more steps that run each time that event happens.
Trigger
The event in an app that starts the Zap, such as a work order being closed in MotionOps. Once the Zap is on, Zapier waits for it.
Action
The step the Zap carries out once started: it writes, sends or changes something, like creating a MotionOps account.
Task
What Zapier bills: one action that completes successfully. Your plan's number counts those, and nothing else.
Polling vs instant
Polling: Zapier asks the app for new items on a timer. Instant: the app calls Zapier the moment the event happens. MotionOps uses instant.
Filter
A step that lets the Zap go on only when what arrived meets the condition you set, and stops it otherwise.
Search step
A step that looks up something that already exists, so the steps after it can use what it found. Find Account is one.
Multi-step Zap
Any Zap beyond one trigger and one action. A filter, a search or a second action makes one, and it then needs a paid plan.
Cost

What MotionOps automations really cost

MotionOps is not a premium app, so it runs on the free plan. You pay in tasks, and only for actions that go through.

  • MotionOps statusNot premium, works on the free plan
  • Free plan100 tasks a month, unlimited Zaps, two steps each
  • MotionOps triggers7, all instant
  • MotionOps actions3, all on accounts

The trigger never costs a task, and neither does Zapier waiting for events. Each successful action counts as one task, and an action that fails is not counted. The free plan gives 100 tasks a month and unlimited Zaps, but each Zap holds two steps: one trigger and one action. A filter or a search makes the Zap multi-step, which needs a paid plan. The interval grid below is the polling schedule of each plan; it does not apply to the MotionOps triggers, which are all instant, only to a polling trigger from another app that would start the Zap.

Connect

Connect your MotionOps account to Zapier

  1. 01

    Start from the Apps page

    Open Apps in your Zapier account and click + Add connection. Search MotionOps by name in the dialog and pick it. You need a MotionOps account before you start.

  2. 02

    Sign in to MotionOps

    Click Add connection, then sign in to MotionOps in the tab that opens. Use an account with read or write access on anything you do not own yourself and want the Zap to touch, such as accounts created by colleagues.

  3. 03

    Grant access

    Allow Zapier to access the account. The connection is saved once and reused by every MotionOps step, whether the Zap starts on a closed work order or ends on Update Account.

First Zap

Your first Zap: log each closed work order in a spreadsheet

GoalEach time a work order is closed in MotionOps, a row lands in your spreadsheet.

  1. 01

    Create the Zap

    Start a new Zap, pick MotionOps as the app and Work Order Closed as the event, then choose the MotionOps connection you just added.

  2. 02

    Test the trigger

    Run the test. Zapier brings back the three most recent closed work orders of the connected account, so you map from a real one. Pick the one you want to map from.

  3. 03

    Add the spreadsheet row

    Add your spreadsheet app as the action and choose its add-row event. Map the work order values the test returned into your columns.

  4. 04

    Optional second action (paid plan)

    Adding an email after the row makes the Zap multi-step, so it needs a paid plan, and each successful action is counted as its own task.

  5. 05

    Test and publish

    Test each action once and read what came back. Then publish the Zap to switch it on. Work orders closed before publishing are not picked up.

Triggers

MotionOps triggers on Zapier

7 events start a Zap when something happens in MotionOps, and 7 of them are instant: the app calls Zapier straight away, whatever your plan.

1

Appointment Completed

Instant trigger

In Zapier“Triggers when an appointment is completed.”

Starts your Zap when an appointment is marked as completed in MotionOps, which makes it the natural hook for anything that should happen after the visit rather than before it.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan
When to use it
sending a thank-you email to the customer once the appointment is marked as completed.
Watch out
appointments completed before the Zap was published will not start it; only new completions count.
2

Account Created

Instant trigger

In Zapier“Triggers when a new account is created.”

Runs each time a brand new account appears in MotionOps, so a fresh customer record can be copied or announced elsewhere without waiting for someone to do it by hand.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan
When to use it
adding each new customer to your mailing list or to a shared contact sheet.
Watch out
accounts imported in bulk can arrive as one huge batch, which Zapier's flood protection can hold back.
3

Invoice Created

Instant trigger

In Zapier“Triggers when a new invoice is created.”

Fires when MotionOps generates a new invoice, giving you a starting point for anything that follows billing, such as recording it outside MotionOps.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan
When to use it
adding a line to your billing spreadsheet each time a job is invoiced.
Watch out
later edits to that invoice will not start this Zap; that is the job of Invoice Updated.
4

Transaction Created

Instant trigger

In Zapier“Triggers when a new transaction is created.”

Kicks in when a new transaction is recorded in MotionOps. Pick it when the money movement itself matters to you, rather than the invoice that asked for it.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan
When to use it
keeping a running log of transactions or posting a note in your team chat each time one is recorded.
Watch out
what a transaction record carries shows up when you test the trigger, so map from that sample.
5

Account Updated

Instant trigger

In Zapier“Triggers when an existing account is updated.”

Reacts to a change on an existing MotionOps account, so the change can travel to your other tools instead of going stale there.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan
When to use it
keeping your mailing list or contact sheet in step with the customer details your team edits in MotionOps.
Watch out
a Zap that writes back into the place its own trigger watches can set itself off again; keep the output of this Zap outside MotionOps accounts.
6

Invoice Updated

Instant trigger

In Zapier“Triggers when an existing invoice is updated.”

Picks up changes made to an invoice that already exists in MotionOps. It complements Invoice Created when you need the edited version of a bill, not just the first one.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan
When to use it
refreshing the copy of an invoice you keep in a spreadsheet after someone edits it in MotionOps.
Watch out
Zapier has no action that changes a MotionOps invoice, so this trigger can only feed other tools.
7

Work Order Closed

Instant trigger

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

Starts the Zap when a work order is closed in MotionOps, so the closing of a job can be recorded or announced outside the app.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan
When to use it
logging closed work orders in a spreadsheet or posting a note to your team chat.
Watch out
on the free plan only one action can follow it, so logging the job and sending an email in the same Zap needs a paid plan.
Actions

MotionOps actions on Zapier

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

1

Add Tag to Account

Action

In Zapier“Adds tag to account.”

Puts a tag on a MotionOps account, so you can group customers by where they came from or what they asked for. Account Id and Tag Name are both required.

When to use it
marking every account that came in through a given form or campaign.
Watch out
place Find Account before it when the trigger does not already carry the account ID.
2

Create Account

Action

In Zapier“Create new account on MotionOps.”

Adds a new account to MotionOps from data another app sent, so a lead captured elsewhere becomes a customer record without retyping.

When to use it
a contact form on your site should open a MotionOps account for each new request.
Watch out
if the customer may already be in MotionOps, Find Account with its create box ticked looks first and creates only when nothing matches.
3

Update Account

Action

In Zapier“Updates an existing account.”

Changes an existing MotionOps account with values from an earlier step. It asks for the ID of the account to change, which is a required field.

When to use it
a customer edits their details in another tool and MotionOps should follow.
Watch out
without a step that carries the ID, such as Find Account, this action has nothing to point at.
Searches

The MotionOps search on Zapier

1 search step looks for data that already exists in MotionOps, so a later step can use it.

A search step finds an account that already exists so the next steps can use it. In the editor, searches sit at the bottom of the Action event list under SEARCH. Each one comes with three settings, shown below with their exact labels.

1

Find Account

SearchFind or create

In Zapier“Finds an Account in the MotionOps.”

Looks up an existing MotionOps account and passes it to the next steps, which is how Update Account and Add Tag to Account get the ID they need. The editor also shows Find Or Create Account: it is this same search with the create box ticked, not a separate operation.

When to use it
before tagging or updating an account named by another app.
Watch out
whether it needs an exact match is decided by MotionOps; check it on a test.

The three settings every search exposes

  1. Successful if no search results are found?
    Left on its default, a search that finds nothing stops the Zap there and the steps that depended on it are skipped. Switched on, the Zap carries on empty-handed.
  2. Create X if it doesn't exist yet?
    Ticking this box turns the search into a find-or-create. It stops offering the setting above and asks for the fields needed to create the missing item.
  3. If multiple search results are found?
    Three ways out when several items match: keep the first one, which is the default, stop the Zap, or hand all of them on at once.
When it breaks

When a MotionOps Zap breaks

Zapier attaches no help article to MotionOps, and no limit specific to the app is documented. The cases below come from how Zaps work in general.

Four situations to know before you publish. When a run does not do what you expected, see our Zapier troubleshooting guide.

  • No backlog

    A Zap only reacts to events after it is switched on. Invoices, accounts or work orders that already existed are not picked up; moving them is a separate job.

  • A Zap that sets itself off

    A Zap that writes into the very place its own trigger watches can start itself again and again and burn through tasks. Keep trigger and output apart.

  • Flood protection

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

  • The account ID has to come from somewhere

    Update Account and Add Tag to Account require an account ID. Make sure an earlier step, such as Find Account, carries it, and check the result on a test run.
Need help

Need help automating MotionOps with Zapier?

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FAQ

MotionOps Zapier integration: frequent questions

01Is the MotionOps Zapier integration free?
Yes, MotionOps is not a premium app, so you can use it on the free Zapier plan. That plan gives 100 tasks a month and an unlimited number of Zaps, each limited to two steps: one trigger and one action. Appointment Completed followed by an email in your mailing tool fits. Find Account followed by Add Tag to Account does not, because the search makes the Zap multi-step, and multi-step Zaps need a paid plan. Plan your first Zaps as simple pairs if you want to stay on Free.
02How many tasks do MotionOps Zaps use?
One per action that goes through. The seven MotionOps triggers cost nothing, however many events they report. A Zap that logs each closed work order in a spreadsheet uses one task per work order. Add an email after the row, on a paid plan, and each run uses two, because every successful action is counted on its own. An action that fails is not counted. On the free plan, that means 100 successful actions a month in total, across all your Zaps.
03Do MotionOps triggers work in real time?
Yes. All seven MotionOps triggers are instant: MotionOps calls Zapier itself when an appointment is completed, an account or an invoice is created or updated, a transaction is recorded or a work order is closed. The Zap starts right away on every plan, including Free, and the editor shows a lightning bolt on these Zaps. The plan intervals of Zapier concern polling triggers, so they do not apply to any MotionOps trigger.
04What do you need to connect MotionOps to Zapier?
A MotionOps account, plus read or write access on anything you do not own yourself and want the Zap to touch. The path is the standard one: Apps in Zapier, + Add connection, search MotionOps, Add connection, sign in to MotionOps in the new tab, then grant access. The connection is then shared by every MotionOps step. Sign in with the account whose records your Zaps should read and change, since that decides what the Zap can see.
05Where does Update Account get the account ID from?
From an earlier step in the same Zap. Update Account has a required ID field, and Add Tag to Account needs an Account Id and a Tag Name. When your Zap starts in another app, that app may not carry a MotionOps ID at all. Put Find Account before the action: it looks up the existing account and hands its ID on. That search makes the Zap multi-step, so it needs a paid plan. Test it on a real record to see what it returns.
06What if the MotionOps operation you want is not available?
Then Zapier cannot do it with MotionOps right now. The MotionOps app page on Zapier shows the current list: seven triggers, three account actions and one search. There is no action for invoices, appointments or work orders, so a Zap can react to those events but not create them. Check that page before designing the Zap. If a step is missing, see whether it can live in the other app of your Zap, or stay a manual step in MotionOps.
07Zapier, Make or n8n for MotionOps?
Compare on criteria, not on a ranking. Start with coverage: on Zapier, MotionOps gives seven instant triggers but only account actions, so check what each other tool lists for MotionOps on its own app page. Then cost: Zapier counts one task per successful action and keeps the free plan to two-step Zaps, so a flow with Find Account needs a paid plan. Finally, where your other automations already run: keeping MotionOps next to them is easier to maintain than splitting one process over two tools.
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