Zapier Integration
Zapier appAgencyPro has its own published app on Zapier. Use it to send new clients, invoices, payments, requests, tickets and order form submissions to other tools, or to create clients, requests and tickets in AgencyPro from events elsewhere. Zapier access is included on the AgencyPro Plus plan.
Why connect Zapier with AgencyPro
AgencyPro's Zapier app is a published app, so you pick AgencyPro directly in the Zap editor instead of wiring up raw webhooks. Its triggers are instant: a Zap runs as soon as the event happens in AgencyPro, rather than waiting for Zapier's polling interval (every 15 minutes on Zapier's Free plan for polling apps).
Triggers (22): Client Created, Updated and Deleted; Organization Created, Updated and Deleted; Request Created, Updated and Deleted; Comment Created and Deleted; Invoice Created, Updated and Deleted; Payment Created; Order Form Submitted; Review Created; Service Subscription Created and Cancelled; Ticket Created, Updated and Deleted.
Actions (12): Create Client, Update Client, Create Request, Update Request Status, Update Request Assignee, Create Comment, Create Ticket, Send Message and Add Tag, plus the searches Find Client, Find Request and Find or Create Client. Source: AgencyPro on Zapier, checked October 2026.
What it does not cover: there are no project, task, time entry or expense triggers, so Zaps built on those records are not possible today. Zapier access needs the AgencyPro Plus plan. On Zapier's side, the Free plan runs two-step Zaps with 100 tasks a month; multi-step Zaps and premium apps such as QuickBooks Online need a paid Zapier plan, which starts at $19.99 a month for 750 tasks (Zapier pricing).
Key features
Benefits for your agency
How agencies use Zapier with AgencyPro
Log paid invoices in a spreadsheet
Invoice Updated in AgencyPro, with a Zapier filter on status paid, adds a row in Google Sheets. Your bookkeeper reads a running revenue log without needing an AgencyPro seat. Payment Created is not a paid signal: online payments are created as pending when the client starts checkout.
Turn form leads into requests
A new Typeform or Jotform entry runs Find or Create Client, then Create Request in AgencyPro, so the work lands in your queue with the client attached.
Alert a Microsoft Teams channel
Ticket Created sends a channel message in Microsoft Teams, for agencies on Microsoft 365. AgencyPro's built-in notifications go to Slack.
How to set up Zapier
- Check that your AgencyPro workspace is on the Plus plan.
- In Zapier, create a Zap and search for AgencyPro as the trigger app (or as the action app).
- In AgencyPro, open Workspace Settings > Integrations and turn on Zapier, then connect your AgencyPro account when Zapier asks. If Zapier asks for an API token, create one under Workspace Settings > API Tokens; it is shown once, so copy it straight into Zapier.
- Pick a trigger such as Client Created, then add the app that should receive the data, for example Google Sheets with Create Spreadsheet Row.
- Map the fields, test with a real record and turn the Zap on.
Frequently asked questions
Which AgencyPro plan includes Zapier?
Plus, at $149 a month or $124.17 a month billed annually. Basic and Pro do not include Zapier. API access and webhooks are also Plus features if you would rather build your own integration.
Can a Zap run when a project or task changes?
No. The AgencyPro Zapier app has triggers for clients, organizations, requests, comments, invoices, payments, order forms, reviews, service subscriptions and tickets. There are no project, task or time entry triggers.
How many Zapier tasks will I use?
Zapier counts one task for each successful action. A two-step Zap that adds a Google Sheets row for every new client uses one task per client, so 60 new clients a month fits inside the Free plan's 100 tasks. Filter steps do not use tasks. Each extra action step in a multi-step Zap adds another task per run.
What happens if a Zap fails?
Two places can fail. If Zapier does not accept an event from AgencyPro within 30 seconds, AgencyPro tries twice more, 1 and 5 minutes later, then stops. If a later step fails, for example the other app rejects a field, Zapier records the run in Zap history with the error and you can replay it there. Autoreplay, on Zapier's Professional plan and up, retries an errored run up to 5 times over about 10.5 hours.
Do I need Zapier for Slack notifications?
No. Slack is a native AgencyPro integration and posts request, ticket and payment notifications without Zapier. Use Zapier only if you need events or channels the native integration does not cover.
Ready to get started?
See how Zapier fits into your AgencyPro setup, or ask us which plan you need.