Connect anything in 5 minutes

Three bridges make every tool a WorkedOn source today — no waiting for native connections.

1 · Email forwarding (30 seconds)

Your workspace has a private ingest address (Settings → Team integrations). Forward — or set an auto-forward rule for — any tool's notification emails: Jobber job-complete notices, Clio matter updates, Shopify order digests, DocuSign completion emails. AI extracts the work event and writes it client-ready. Emails from addresses that aren't on your team wait in a review queue; nothing publishes itself. Attachments are never processed.

2 · Zapier / Make webhook

Copy your webhook URL from Settings → Team integrations, then POST this tiny payload from any Zap or Make scenario:

POST <your webhook URL>
Content-Type: application/json

{
  "title": "Completed the Maple St kitchen demo",   // required
  "description": "Invoice #1042 sent — $2,850",     // optional
  "url": "https://…",                                // optional
  "occurred_at": "2026-08-29T17:00:00Z",             // optional, ISO 8601
  "person_email": "mike@yourcompany.com"             // optional — attributes the update
}

Jobber → Zapier → WorkedOn

  1. In Zapier: New Zap → Trigger "Jobber — Job Completed".
  2. Action: "Webhooks by Zapier — POST" → paste your WorkedOn webhook URL (Settings → Team integrations).
  3. Map fields: title = "Completed {{Job Name}}", person_email = the assigned tech's email, occurred_at = completion time.
  4. Turn it on. Every finished job now appears as a polished update, attributed to the right person.

Clio → Zapier → WorkedOn

  1. Trigger: "Clio — Matter Note Added" (or Document Created).
  2. Action: Webhooks POST to your WorkedOn URL.
  3. Map: title = the note subject, description = a one-line summary, person_email = the attorney's email.
  4. Matter progress reaches your weekly digest without anyone writing a status.

Shopify → Zapier → WorkedOn

  1. Trigger: "Shopify — Order Fulfilled" (or a daily digest Zap).
  2. Action: Webhooks POST → your WorkedOn URL.
  3. Map: title = "Fulfilled order {{order number}} — {{total}}", person_email = your store manager.
  4. Store operations show up next to the store work in one weekly picture.

3 · CSV import

Any engagement page → CSV import. A header row plus title/date columns (metric columns optional); the importer previews everything before it saves. Perfect for legacy systems and monthly metric dumps.

Healthcare note

WorkedOn never connects to patient-data systems, and bridges must not carry PHI — operational updates only (jobs done, schedules, billing events). That's a hard product rule, not a setting.

Every tool you run, one weekly picture.

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