# Zapier Integration for Portable Sanitation Software | PortaPro > Source: https://www.portaprosoftware.com/features/zapier > > Connect PortaPro to thousands of apps with Zapier. New customers, leads, jobs, invoices and payments start a Zap within about a minute, and Zaps can add… # Zapier integration for portable sanitation, septic and rental software Connect PortaPro to the rest of your tools. New customers, leads, jobs, invoices and payments in PortaPro can start a Zap within about a minute, and a Zap can add leads and customers back. Thousands of apps, no developer, and nothing that touches your money. ## Eight things in PortaPro can start a Zap. Each record carries the details a Zap needs and a link that opens it in PortaPro. Imports and the stops PortaPro schedules on its own are left out on purpose. New customer A customer is added. Customers brought in with an import are left out, so a file of 500 doesn't start 500 Zaps. New lead A lead lands in Leads & Deals, from your website form, the app or another Zap. New job A delivery, pickup, service or other job is booked. The routine stops PortaPro schedules on its own are left out. Job completed A driver or the office marks a job complete, with the driver's notes, the site and the truck. Invoice issued An invoice leaves draft: it's sent, marked mailed or paid. Payment received A card, bank, check, cash or other payment is recorded. Applying a credit isn't a payment and isn't sent. Quote accepted A customer accepts a quote, online or in the office. Customer request A customer asks for equipment, service, a pickup or a dumpster, or reports a problem, from the customer portal. ## A Zap can add. It can't touch your money. A Zap can create a lead in Leads & Deals, the same way your website form does, create a customer with a first job site, or find a customer by email, phone or name. Sending the same lead or customer twice returns the one already there instead of a duplicate. It can't change or delete anything, and it can't touch invoices, payments, credits, prices or rate cards. Creating anything needs a key an owner or admin made for that. * Create lead * Create customer * Find customer ## What operators set up first. Win more work Facebook Lead Ads, Google Ads lead forms, Typeform, Jotform or a Webflow form create a lead in PortaPro the moment someone submits. A Calendly booking can too. Keep the office in the loop Every completed job posts to a Slack or Microsoft Teams channel with the driver's notes. Payments land in #payments. An urgent portal request reaches the on-call dispatcher. Keep your other systems current New customers go to Mailchimp, Constant Contact or HubSpot. Completed jobs fill the Google Sheet a city or general contractor asked for. Ask for the review A completed job sends the customer a review request through Podium, Birdeye or NiceJob. Plan the event An accepted event quote opens a card in Trello, Asana or monday.com for the crew that builds it. Feed the company CRM New customers, accepted quotes and payments flow into Salesforce or HubSpot, so sales and finance see the field without a custom build. ## Questions operators ask How do I turn it on?arrow\_forward Ask us. The PortaPro team turns Zapier on for your company and sends you the invite link to the PortaPro app in Zapier. Then an owner or admin opens Settings, Zapier, creates a connection key and copies it. In a Zap, pick PortaPro, sign in with the key, and choose a trigger or an action. Is PortaPro in the Zapier app directory?arrow\_forward Not yet. The PortaPro app in Zapier is invite-only for now, and we send the link when we turn Zapier on for your company. How is the connection kept secure?arrow\_forward A connection key is shown once, and PortaPro keeps only a fingerprint of it, never the key. A key works only while the owner or admin who made it still has that access, so when someone leaves, the Zaps they connected stop. Keys can only read unless you let one create leads and customers. PortaPro sends records only to Zapier's own address, so a key can't send your data anywhere else, and every call is listed under Recent activity in Settings, Zapier. Can a Zap change my invoices or payments?arrow\_forward No. A Zap can add a lead, add a customer or look a customer up. It can't change or delete anything in PortaPro, and it can't touch invoices, payments, credits, prices, rate cards, jobs or your team. How fast does a Zap start?arrow\_forward PortaPro sends each record within about a minute of the change. If Zapier can't be reached, PortaPro tries again for about a day. Do I need a paid Zapier plan?arrow\_forward Zapier's own plans decide how many Zaps and tasks you get, and a Zap with more than one step needs a paid Zapier plan. PortaPro doesn't charge you per Zap. Works with * [Leads & Dealsarrow\_forward](https://www.portaprosoftware.com/features/leads-deals) * [Claude & ChatGPTarrow\_forward](https://www.portaprosoftware.com/features/claude-chatgpt) * [All integrationsarrow\_forward](https://www.portaprosoftware.com/integrations) ## Ask us to turn on Zapier for your account.