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PoolDial integrations

Your Pool Business. Your Favorite Tools.

Connect payments and accounting today. Explore the Zapier workflows coming next to help your office spend less time copying information between apps.

See available integrations Explore Zapier
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Available now

Start with payments and accounting.

Connect your business accounts from the PoolDial web dashboard.

Developer API

Available

Build a custom connection to your reporting tools or internal systems with controlled access to PoolDial records.

Explore the API →
Coming soon

One less thing to copy after every job.

Zapier connects an event in one app to an action in another. These are examples of the workflows planned for PoolDial.

Coming soonExample Zapier workflow
  1. When this happens in PoolDialInvoice paidA customer pays their invoice in full.
  2. ZapierPass the details to your next step.
  3. Then, in Google SheetsAdd a spreadsheet rowKeep a payment tracker up to date.

A workflow preview. PoolDial is not yet publicly available in Zapier.

Bring new leads into PoolDial

Form submissionFind or create a customer

Look up the form submitter by email, then create a customer if there is no match. Keep the contact details your team needs in PoolDial.

Turn repair requests into draft jobs

Repair requestCreate Work Order

Use a customer ID and an assigned technician to create a draft work order. Your office reviews and schedules the job in PoolDial.

Keep a service or payment tracker current

Service Completed or Invoice PaidAdd a spreadsheet row

Send completed visits or fully paid invoices to a reporting spreadsheet. Each workflow uses the event you choose.

Keep your sales pipeline up to date

Quote AcceptedUpdate your CRM

Move a deal forward in your connected CRM when a customer accepts a PoolDial quote.

The PoolDial Zapier app is not yet publicly available. These workflows will require access to the app and accounts with the connected services. Triggers check periodically; they are not instant.

Read the Zapier setup guide →

In the upcoming Zapier app

Choose what starts the workflow.

Use a PoolDial event to start a Zap, or bring work into PoolDial from another app.

Triggers from PoolDial

  • New Customer
  • New or Updated Customer
  • Service Completed
  • Quote Sent
  • Quote Accepted
  • New Invoice
  • Invoice Paid
  • New Item Needed

Actions & searches in PoolDial

  • Create Customer
  • Find Customer by Email
  • Update Customer
  • Create Work Order
  • Create Item Needed

Work orders start as drafts. Invoice Paid means payment in full.

Find it in the app

The right settings.
No searching around.

Use the web dashboard to manage your connections. API key settings are available to account owners and administrators.

Stripe & QuickBooksSettings → Customer billing → IntegrationsOpen integration settings → API keys for custom connections and Zapier testingSettings → Developer → API KeysOpen API key settings →

Open Settings → Customer billing → Integrations for Zapier setup guidance and a link to API keys. Once access opens, configure your workflows in Zapier using that dedicated key.

A few things to know.

Can I connect PoolDial to Zapier today?

The app is not yet publicly available in Zapier’s directory. The setup guide explains the planned connection and steps for invited testers once access opens. Contact our team if you are interested in testing.

Can a technician’s stops sync to Google Calendar?

Not yet. Technician calendar subscriptions and Google Calendar stop syncing are not available in PoolDial. The upcoming Zapier events listed here do not include stop scheduling, rescheduling, or cancellation.

What access does a Zapier connection need?

A dedicated Read only API key can read trigger data and find customers. Actions that create or update records need a Read/write key. Owners and administrators can revoke a key from Settings → Developer.

Can I build a custom integration now?

Yes. The PoolDial API is available for custom connections built by your developer. Stripe and QuickBooks also have their own connection settings in the dashboard.

Make the tools work for your team

Have a workflow in mind?

Tell us which apps you use and what you want to connect. Book a demo to talk through your workflow.

Talk to the PoolDial team