---
title: "Zapier Integration"
canonical: "https://support.functionpoint.com/space/FPL/3517743114/Zapier%20Integration"
format: markdown
---
> ✅ ### Now available: Function Point for Zapier 2.0
> ✅
> ✅ A complete rebuild with **35+ triggers and actions** spanning your whole workflow—clients, contacts, estimates, jobs, tasks, briefs, notes, expenses, timesheets and invoices—with cleaner, richer data on every step and smarter multi-step actions.
Function Point integrates with the automation platform **[Zapier](https://zapier.com/apps/function-point/integrations)** to connect Function Point with thousands of other apps—no custom development required. Automate the busywork, cut manual data entry, and keep your systems in sync.
## What is Zapier?
**Zapier** is an automation platform that connects web applications, allowing users to create workflows—called *Zaps*—that automatically move data and trigger actions between different tools. A Zap is simply a **trigger** ("when this happens in one app…") and one or more **actions** ("…do this in another"). For Function Point users, this means you can wire FP into the rest of your agency's tech stack without custom development.
## What you can automate
Function Point's Zapier integration covers your core workflow end to end. A few examples:
- **Companies & Contacts** — sync new or updated companies and contacts to your CRM (HubSpot, Copper, Pipedrive, Salesforce…), or pull CRM records into FP.
- **Estimates & Jobs** — create an estimate (with service groups and line items) from a won deal, spin up a job from an estimate, and keep job dates in sync with your calendar.
- **Tasks & Timesheets** — turn flagged emails, calendar events, or form submissions into FP tasks, post task comments from chat, and log time from other tools.
- **Briefs & Notes** — capture intake from a web form as a Function Point brief, and log call and meeting notes against a company or job automatically.
- **Expense & Invoices **— push new invoices into your accounting app (Xero, FreshBooks…), and track external expenses and POs.
If an app is on Zapier, Function Point can very likely talk to it.
## What's new in 2.0
- **Everything, not just CRM.** 2.0 adds triggers, searches and actions across Companies, Contacts, Estimates, Jobs, Tasks, Briefs, Notes, External & Internal Expenses, Timesheets and (read-only) Invoices.
- **Cleaner, more usable data.** Every trigger and action returns flat, clearly-named fields. Related records come through as both a name and an ID, dates are standardized, and line items (invoice services, PO lines, estimate lines, brief questions) come through as tidy lists you can map in one step.
- **Smarter actions.** Multi-step business objects—like a full estimate—are created in a single Zap step, with the required-but-fiddly details handled for you.
- **Your existing Zaps keep working.** Zaps built on the previous version continue to run. New Zaps use 2.0 automatically.
## Building your own Zap
The best way to use Function Point in Zapier is to build the Zap that fits your process. Zapier's powerful automation platform makes this quick—see Zapier's [Getting Started guide](https://zapier.com/blog/get-started-with-zapier/) for a detailed overview.
Like any other application in Zapier's platform, Function Point is connected by first **adding a step**, then searching for and selecting the **Function Point** application.
Function Point's Zapier integration includes 35+ triggers and actions—choose the **trigger** (e.g. *New Job*, *New Invoice*, *New Contact*) or **action** (e.g. *Create Estimate*, *Log Time*, *Find Company*, *Create Task*) best suited to your Zap's purpose.
Connect your Function Point account (your agency name, username, and password), map your fields, and turn the Zap on. Mix in Zapier's own **Filters**, **Paths**, and **Formatter** steps for more advanced logic.
> ℹ️ **Need help?** Reach out to your agency's Customer Success Manager, or else email [support@functionpoint.com](mailto:support@functionpoint.com).
## Prebuilt example Zaps
Prefer a starting point? The downloadable examples below wire up common integrations for you, with full workflow logic, branching, and error handling. Treat them as examples to adapt—download the `.json` file(s), then follow **Installing an example Zap** below to import, connect your accounts, and tweak to fit.
> ⚠️ To upload and install pre-built Zaps, you'll need Zapier's **Team** or **Enterprise** plan.
### HubSpot
### Copper CRM
### Outlook
### Google Calendar & Gmail
## Installing an example Zap
> ⚠️ To upload and install pre-built Zaps, you'll need Zapier's **Team** or **Enterprise** plan.
To install a pre-built Function Point Zap:
1. Download one or more `.json` files for the Zaps you want to install (see **Prebuilt example Zaps** above).
2. Sign in to your [Zapier](https://zapier.com/) account.
3. In Zapier, go to **Settings > Security and data** and select **Upload my Zaps**.
4. Select **Choose File** and navigate to the `.json` files downloaded in Step 1. Upon installation, select **View Imported Zaps** to view your imported Zaps.
5. For each imported Zap, select the Zap to edit it.
6. Connect your Function Point account and any other apps required by the Zap.
7. Select **Publish** to enable the Zap.
> ℹ️ **Pro Tip:** example Zaps come pre-configured, but you can customize triggers, actions, or add filters and paths to suit your workflow. Try experimenting!
## FAQ
Why does Function Point provide example Zaps instead of Zapier Templates?
Zapier Templates are limited in their logic—they don't support branching paths, advanced filters, or robust Code actions. To make automation easier to implement and reduce setup errors, Function Point provides example Zaps that include the full workflow logic, branching, and error handling. You import one and adapt it to your process.
Do I need a paid Zapier account to use these Zaps?
Uploading pre-built Zaps requires a Team or Enterprise plan. More generally, multi-step Zaps that include branching, filters, or code actions typically require a paid Zapier plan—free accounts may not support all features and offer a limited number of tasks.
Can I customize an imported Zap?
Absolutely! After importing the `.json` file, you can edit any step, adjust field mappings, or add additional actions to fit your workflow.
Can I use Function Point as both a trigger and an action?
Yes—Function Point offers 10+ triggers, 7 searches, and 18 create/update actions. For complex workflows, consider using an example Zap as a starting point to save time.