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Home·Integrations·Zapier
Coming soonautomation

Zapier and Ormi

Ormi has a Zapier app, with nine instant triggers (new customer, new request, new job, job completed, estimate sent, estimate approved, new invoice, invoice paid, payment received), plus four actions (create customer, create job, create draft invoice, add note) and a find-or-create customer search. It is not listed on Zapier yet, so a Zap cannot use it today. What works now is what it runs on: scoped API keys you issue yourself, and twelve webhook events Ormi posts to any https endpoint you own.

Start free — 15 days on usVisit Zapier
What it would do

Zapier + Ormi in detail

Live today: scoped API keys, issued, named and revoked by you, shown once and stored hashed
Live today: twelve webhook events covering customers, requests, jobs, estimates, invoices and payments, with a delivery log
Live today: an OpenAPI specification and interactive docs for the REST API
Built, waiting to be published on Zapier: nine instant triggers on those events
Built, waiting to be published on Zapier: create customer, create job, create draft invoice, add note, and find or create customer
Where it stands

Zapier: what is true today

01

Not on Zapier yet. The API underneath it works today.

Searching Zapier for Ormi finds nothing until the app is published, and this page changes the day it is. Today, in Dashboard, then Developers, you can issue a scoped API key, send any of the twelve events to an https endpoint you own, and read the delivery log. If there is a Zap you are waiting for, tell us at /contact-us.

What shops ask this for

The reasons it is on the list. None of these work yet.

  • 1A new customer in Ormi added to a marketing list, which needs the Zapier app and waits for it to be published
  • 2An invoice over a threshold announced in a chat channel, which a webhook plus a small script does today
  • 3A completed job appended to a spreadsheet, which the REST API does today with a key and a few lines of code

Zapier integration questions

01Is there an Ormi API I can use now?

Yes. It is documented with an OpenAPI specification and interactive docs, and you authenticate with a scoped key you issue in Dashboard, then Developers. A key can never carry more access than the person who created it, and each key has its own request budget, separate from your own sign-in.

02What are the twelve webhook events?

customer.created, booking_request.created, job.created, job.status_changed, job.completed, estimate.sent, estimate.approved, estimate.declined, invoice.created, invoice.sent, invoice.paid and payment.received. The list is short on purpose: every one of them is actually emitted.

03When can I use the Zapier app?

When Zapier lists it. The app is built and tested on our side; what remains is publishing it and Zapier's own review, which we do not control, so we will not name a date. This page changes the day it is listed.

04Does Ormi charge for the API, the webhooks or the Zapier app?

No. Keys, webhooks, the Zapier app and the documentation are part of the product. Zapier has its own pricing, from Zapier.

Run the math

Stop paying for the office. See what you'd save.

$25 per field technician, per month. Dispatchers, admins and owners are free. Your first 15 days are free, with unlimited jobs too.

Run my numbers

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OrmiOrmi

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  • (972) 944-0404
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