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1. Choose trigger event

2. Choose action

1. Select the event

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Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap.

Add your action

An action happens after the trigger—such as "Create Notification Activity" in ProLine.

You’re connected!

Zapier seamlessly connects Contractors Cloud and ProLine, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- Lead Connection Id
  Required
- First Name
- Last Name
- Street address
- City
- State code
- Zip (postal code)
- Phone
- Email
- Site Type
- Lead Source Name
- Project Notes
Action
Write
- Trigger on...
  Required
Trigger
Instant
Try It
- Trigger on...
  Required
- Organization Stage [Filter]
Trigger
Instant
Try It
- Trigger on...
  Required
Trigger
Instant
Try It
Payment Complete
Triggers when a payment reaches its final status. Final status can be either Complete or Failed.
Trigger
Instant
Try It

- Trigger on...
  Required
Trigger
Instant
Try It
- Zapier Trigger Step
  Required
Trigger
Instant
Try It

- Event ID
  Required
Action
Write
- Contact ID
  Required
- User
- Call Type
  Required
- Message Body
  Required
- Message Note
- External ID
Action
Write
- Organization ID
- Organization External ID
- Organization Name
  Required
- Organization Type
  Required
- Organization Stage
  Required
- Assignee
- Primary Contact | Contact ID
- Primary Contact | First Name
- Primary Contact | Last Name
- Primary Contact | Phone Number
- Primary Contact | Email
- Primary Contact | Type
- Primary Contact | Lead Source
- Primary Contact | Tags
- Other Contacts | List of Contact IDs
- Address 1
- Address 2
- City
- State
- Zip
- Project Notes
Action
Write
- Event ID
  Required
- Project ID
- Start Date
  Required
- Event | Event Type
- Assignee
- Time Zone
- External ID
- External Reschedule Link
- Exclude From Integration
Action
Write
- User
  Required
- Start Date
  Required
- End Date
  Required
- Event | Event Type
Action
Search
- Event ID
  Required
- External ID
- Project ID
- Start Date
  Required
- Event | Event Type
- Assignee
Action
Search
- Project ID
- Project External ID
- Contact ID
- Project | Address Line 1
- Project | Address Line 2
- Project | City
- Project | State
- Project | Zip
- Project | Move to Stage
- [FILTER] Project Status
Action
Search
- Contact ID
- Phone
- Email
- Address Line 1
- Address Line 2
- City
- State
- Zip Code
- First Name
- Last Name
- Organization
- Contact Type
- Lead Source Name
- Contact Tags
- Notes
- Campaign
- Assignee
- External ID
- Custom Field 1
- Custom Field 2
- Custom Field 3
- Custom Date 1
- Custom Date 2
- Custom Date 3
- Time Zone
Action
Search or write
- Project ID
- Project External ID
- Contact ID
- Project | Address Line 1
- Project | Address Line 2
- Project | City
- Project | State
- Project | Zip
- Project | Move to Stage
- [FILTER] Project Status
- External ID
- Project | Edit by Contact
- Project | Name
- Project | Location
- Project | Area
- Project | Main Assignee
- Project | Inside Sales Assignee
- Project | Production Assignee
- Project | Accounting Assignee
- Project | Start Campaign
- Project | Category
- Project | Type
- Project | Services
- Project | Tags
- Project | Custom Field 1
- Project | Custom Field 2
- Project | Custom Field 3
- Project | Custom Field 4
- Project | Custom Field 5
- Project | Custom Field 6
- Project | Custom Field 7
- Project | Notes
- Project | New External ID
- First Name
- Last Name
- Contact | Full Name
- Phone
- Email
- Contact Type
- Contact | Lead Source
- Contact Tags
- Event | Edit by External ID
- Event | New External ID
- Event | Start Date
- Event | Event Type
- Event | Time Zone
- Event | External Reschedule Link
- Event | Exclude From Integration
Action
Search or write

Chargeback Complete
Triggers when a chargeback reaches its final status. Final status can be either Won or Lost.
Trigger
Instant
Try It
- Trigger on...
  Required
Trigger
Instant
Try It
- Trigger on...
  Required
Trigger
Instant
Try It
- Trigger on...
  Required
Trigger
Instant
Try It
- Trigger on...
  Required
- Stage [Filter]
Trigger
Instant
Try It
Refund Complete
Triggers when a refund reaches its final status. Final status can be either Complete or Failed.
Trigger
Instant
Try It
- Contact ID
- Project ID
- Notification (Main)
  Required
- Notification (Extended)
Action
Write
- Contact ID
  Required
- User
- Call Type
  Required
- Call Duration
- Recording
- Voicemail
- External ID
- Call Note
Action
Write
- Contact ID
- First Name
- Last Name
- Organization
- Phone
- Email
- Contact Type
- Lead Source Name
- Contact Tags
- Notes
- Address Line 1
- Address Line 2
- City
- State
- Zip Code
- Campaign
- Assignee
- External ID
- Custom Field 1
- Custom Field 2
- Custom Field 3
- Custom Date 1
- Custom Date 2
- Custom Date 3
- Time Zone
Action
Write
- Project ID
- External ID
- Project | Edit by Contact
- Project | Name
- Project | Location
- Project | Area
- Project | Main Assignee
- Project | Inside Sales Assignee
- Project | Production Assignee
- Project | Accounting Assignee
- Project | Move to Stage
- Project | Start Campaign
- Project | Address Line 1
- Project | Address Line 2
- Project | City
- Project | State
- Project | Zip
- Project | Category
- Project | Type
- Project | Services
- Project | Tags
- Project | Custom Field 1
- Project | Custom Field 2
- Project | Custom Field 3
- Project | Custom Field 4
- Project | Custom Field 5
- Project | Custom Field 6
- Project | Custom Field 7
- Project | Notes
- Project | New External ID
- Contact ID
- First Name
- Last Name
- Contact | Full Name
- Phone
- Email
- Contact Type
- Contact | Lead Source
- Contact Tags
- Event | Edit by External ID
- Event | New External ID
- Event | Start Date
- Event | Event Type
- Event | Time Zone
- Event | External Reschedule Link
- Event | Exclude From Integration
Action
Write
- Project ID
- File URL
  Required
- File Name
Action
Write
- Contact ID
- Phone
- Email
- Address Line 1
- Address Line 2
- City
- State
- Zip Code
Action
Search
- Proline ID
- Organization External ID
- Primary Contact ID
- Organization Stage [Filter]
- Organization Name
- Organization Address
Action
Search
- ProLine Number
- Email You're Connecting
  Required
- Display Name
Action
Search
- Proline ID
- Organization External ID
- Primary Contact ID
- Organization Stage [Filter]
- Organization Name
- Organization Address
- Organization ID
- Organization External ID
- Organization Name
  Required
- Organization Type
  Required
- Organization Stage
  Required
- Assignee
- Primary Contact | Contact ID
- Primary Contact | First Name
- Primary Contact | Last Name
- Primary Contact | Phone Number
- Primary Contact | Email
- Primary Contact | Type
- Primary Contact | Lead Source
- Primary Contact | Tags
- Other Contacts | List of Contact IDs
- Address 1
- Address 2
- City
- State
- Zip
- Project Notes
Action
Search or write

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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Connect Contractors Cloud and ProLine to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

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Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Make work flow with AI

Level up your Contractors Cloud to ProLine integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

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About Contractors Cloud

Contractors Cloud is a CRM and project management platform for roofers and specialty trade contractors to streamline projects and sales.

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Related categories

CRM (Customer Relationship Management)

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Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About ProLine

ProLine is a messaging automation platform for contractors.

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