Wisegent – management system for cleaning companies

Wisegent + Zapier

Wisegent on Zapier. 7,000+ apps, no code.

When a booking, client or invoice is created in Wisegent, Zapier can pass it on, for example to Google Calendar, Slack or Google Sheets. It also works the other way: clients and bookings can be created in Wisegent from your other tools.

Try free for 14 days Book a demo

For now, the Wisegent app in Zapier opens through an invite link that the account owner finds in Wisegent.

A purple and an orange tile joined by a flow with a lightning bolt, like Wisegent and Zapier Wisegent Zapier
What is Zapier?
  • 6 triggers that start instantly
  • 3 actions and 2 searches
  • One API key per company
How to connect Zapier

Wisegent

No extra cost in Wisegent

The Zapier integration is included in Wisegent. The account owner turns it on under Settings → Integrations.

See plans and pricing

Zapier

Zapier has its own plans

You need your own Zapier account. Zapier's plans and terms apply, and you pay Zapier directly.

See Zapier's plans

Triggers, actions and searches

What Wisegent can do in Zapier.

The names below are exactly as they appear in Zapier.

Triggers

Start a Zap as soon as something happens in Wisegent.

New Client
A client is created in the panel, the app, from a booking request or an accepted quote.
New Booking
A booking is scheduled. A recurring series triggers once.
Updated or Cancelled Booking
A booking is changed, moved, cancelled or restored.
Cleaning Completed
An employee checks out of a visit, or a time report is added.
New Invoice
An invoice is created, including from a quote.
New Employee
An employee is added.

Actions

Do something in Wisegent when something happens in another app.

Create Client
Creates a private or company client with a service address.
Update Client
Changes name, email, phone or client number.
Create Booking
Schedules a single visit for a client.

Searches

Find the right record before the next step of the Zap.

Find Client
A client by exact email or phone number. Can create the client if none exists.
Find Booking
A booking by ID, or a client's bookings on a given day.

Example Zaps

From an event in Wisegent to the next step.

A few common flows. You build and change them yourself in Zapier.

01

The booking lands in the calendar.

The client's name becomes the title, the address the location, and the booking times the start and end.

02

Every new client gets a row.

Name, email, phone and address are added to a spreadsheet you already use.

03

Finance sees new invoices.

Invoice number, client and amount go to a Slack channel, or by email to whoever handles the finances.

04

An enquiry becomes a client.

A form response looks for the client in Wisegent and creates one only if it does not exist yet.

Security

You decide what Zapier can access.

The connection uses an API key that belongs to your company. Only the account owner can turn it on.

  • The key is shown once

    Wisegent stores only a hash of the key and cannot show it again.

  • Revoke whenever you like

    Create a new key or disconnect. The old key stops working immediately.

  • Only your company's data

    Zapier sees only your own company's data, and only what the account owner has permission to see.

  • Sensitive details stay put

    Employees' personal identity numbers, bank details and pay are never sent to Zapier.

Get started

Connect in three steps.

You need a Wisegent account and a Zapier account. The account owner does the activation.

Try free for 14 days User guide for signed-in customers

  1. Turn on Zapier in Wisegent

    Go to Settings → Integrations → Zapier and click Activate. Copy the API key right away, it is shown only once.

  2. Open Wisegent in Zapier

    Use the invite link in the panel, click Sign in and paste the key. Zapier shows the connection with your company name.

  3. Build and turn on your Zap

    Pick a Wisegent trigger or action, test with a real client or booking and turn the Zap on. Wisegent shows your active Zaps and the latest deliveries.

Good to know

Questions about the Zapier connection

Can't find the answer? Get in touch and we will help.

Talk to us
Does the Zapier integration cost anything?

Wisegent does not charge extra for the integration. You need your own Zapier account, and Zapier has its own plans and terms.

Why can't I find Wisegent when I search in Zapier?

For now, the Wisegent app in Zapier is available by invitation only. The account owner finds the link Open Wisegent on Zapier under Settings → Integrations → Zapier. If the link is missing, contact us.

How quickly does data reach Zapier?

All Wisegent triggers are instant. Wisegent sends the event as soon as it happens and tries again if Zapier does not respond.

What data can Zapier see?

Only your own company's data, and only what the account owner can see in Wisegent. Events are sent only to addresses at zapier.com.

Who can turn on Zapier?

Only the account owner. The account owner can also create a new key or disconnect the integration.

What should we do if the key has been exposed?

Create a new key in Wisegent. The old one stops working immediately, and your Zaps are reconnected with the new key.

Wisegent + Zapier

Try the connection with your own account.

Create a Wisegent account, turn on Zapier and connect your first app. If you would like to see it first, we are happy to show you.

Try free for 14 daysBook a demo

The Zapier integration is included in Wisegent at no extra cost.