How do I connect GoTaskhub to Zapier?

In your GoTaskhub Dashboard, navigate to Settings > Zapier & Workflow Automation. Click 'Generate API Key', copy your secure key, and paste it when prompted in Zapier. It takes less than two minutes to establish the connection.

Are Integration API Keys secure?

Yes. GoTaskhub uses cryptographically random 256-bit keys that are SHA-256 hashed at rest. The plain text key is displayed only once upon generation and can be revoked or regenerated at any time from your dashboard.

Does GoTaskhub support polling deduplication?

Yes. All GoTaskhub trigger endpoints return stable resource IDs and support cursor timestamps (?after=...). Zapier can reliably identify new records without duplicate trigger firings.

Can I create draft quotes from Zapier?

Yes! The 'Create Quote' action allows external lead forms or calculators to push customer details and initial job specifications straight into a draft quote in GoTaskhub, ready for you to review and send.

Integrations/Zapier

No-Code Automation Suite

Connect GoTaskhub to thousands of apps through Zapier

Automate your trade workflow. Capture leads from any website or form, follow up automatically when quotes are sent, and log invoices into external spreadsheets and CRMs.

Get started freeAPI key included with all GoTaskhub plans

Popular Trade Automations

Put repetitive admin on autopilot

Marketing Automation

Instant Lead Capture

Connect Facebook Lead Ads, Google Forms, Wix, or Webflow. When a homeowner fills in a form, a new Lead is created in GoTaskhub with zero manual typing.

Sales & Quoting

Quote Sent Follow-Up

When you send a quote to a customer, Zapier can log the customer into your external CRM or schedule an automated email or SMS follow-up 3 days later.

Operations

Quote Accepted Team Alerts

When a customer accepts a quote, automatically notify your team on Slack or WhatsApp, add the job to your project board, and order materials.

Finance

Invoice Paid Accounting Sync

When an invoice is paid via GoTaskhub's online payments, automatically log the payment in Google Sheets, Xero, or send an automated thank-you note.

Zapier Integration Capabilities

Supported Triggers & Actions

Built to support complete commercial workflows from initial lead capture through to paid invoice.

Triggers (When this happens...)

New LeadTriggers when a new enquiry is captured via website, chatbot, or lead form.
Quote SentTriggers when you send a professional quote to a prospective customer.
Quote AcceptedTriggers the moment a client approves your quote online.
Job CreatedTriggers when a new job is scheduled or booked.
Job CompletedTriggers when a job status is marked as Completed.
Invoice CreatedTriggers whenever a new invoice draft is issued.
Invoice PaidTriggers when an invoice is fully marked as Paid.

Actions (...Do this in GoTaskhub)

Create LeadAdds a new customer enquiry into your GoTaskhub leads pipeline.
Create CustomerCreates a permanent customer profile with phone, address, and notes.
Create JobSchedules a job with customer details, start dates, and scope of works.
Create Quote (Draft)Generates a draft quote pre-filled with customer details and line items.
Create TaskCreates a reminder or operational task in your GoTaskhub task manager.
Create InvoiceDrafts a new invoice linked to a customer or completed job.

Easy Connection

Set up in 3 simple steps

Step 1

Generate your API Key

Log into GoTaskhub and head to Settings > Zapier & Automation. Click "Generate API Key" and copy your secure key.

Step 2