Connect Workiro to Every Tool Your Firm Already Uses.
If Your Systems Aren't Connected - Your Team Is Doubling Up On Work.
Link Workiro to thousands of apps via Zapier - no code, no manual transfers, no duplicate admin.
Stop Re-Entering Data. Connect Every Tool Your Firm Uses to Workiro.
Client records flow into Workiro automatically: No duplicate setup.
Documents filed without manual steps: When something happens in one system, Workiro captures it.
Fewer errors, fewer gaps: Automated transfers mean nothing gets lost between tools.
Works with thousands of apps: If it's in Zapier, it connects to Workiro.
Without Zapier & Workiro
Your automations are running. Your documents are still a mess.
• Client data re-entered by hand every time a new record is created
• Files downloaded from one system, uploaded to another - manually
• Teams repeating the same daily admin tasks
• Documents living outside the client record - invisible at review time
After Zapier & Workiro
One connected stack. Every document where it needs to be.
• Client records created in Workiro the moment they appear anywhere in your stack
• Documents filed against the correct clients
• Tasks triggered across systems
• A complete client file - built automatically
Explore Zaps
1 Clean Client Record - From Whatever System You Use
New QuickBooks or Salesforce client? Workiro connection created automatically - no re-entry
New contact in ActiveCampaign or Google Contacts? Filed in Workiro without anyone touching it
One client list, always complete, always current
Every Slack Message & Form-fill Turned Into Tracked Work
Slack message flags a client issue? Turned into a Workiro task automatically
Typeform submission arrives? Workiro to-do created and assigned before anyone opens their inbox
Zoom, Pipedrive, Google Sheets - All Talking to Workiro
New deal won in Pipedrive? Workiro welcome note created for the client instantly
Zoom meeting summary? Automatically reviewed and stored in Workiro against the right record
Google Sheets row added? Workiro connection created - no copy-paste, no manual import
Zapier integration demo
Whatever Your Firm Uses - Workiro Connects to It.
8,000+ apps supported - if your firm uses it, Zapier can connect it to Workiro.
No code required - set up in minutes, not months.
Works with the tools you already have - no replacing what works, just connecting it.
Keeps running in the background - your team works normally while the client file in Workiro stays complete.
When Evidence Is Requested - Everything Is Already in Workiro.
Every connected system feeds Workiro - no gaps between tools, no missing records.
Activity from across your stack - in one place - whoever asks, you can answer in seconds.
No rebuilding evidence under pressure - it was captured at the time, not reconstructed after.
The more you connect, the stronger the file - every new Zap makes Workiro more complete.
Zapier integration demo
Zapier connects Workiro to thousands of apps without code. Client records flow into Workiro automatically, so there is no duplicate setup, and documents are filed without manual steps when something happens in one system. Automated transfers mean nothing gets lost between tools, keeping every client file complete.
Workiro is document management and client workflow software for accounting and professional-services firms in the UK and Australia.
Keep Every Client File Defensible — Without Slowing Down.
Book a demo
