Construction takeoff & estimating

Construction takeoff automation for Zapier

Automate construction takeoffs and estimates with Zapier. Trigger Zaps from Exayard events and create projects from any of 6,000+ connected apps — no code required.

Install in 60 seconds

Add the Exayard app from the Zapier app directory, connect it with an API key, and build your first Zap in minutes.

  1. 1

    Generate an API key

    Create an API key at https://app.exayard.com/settings/developer scoped to the resources your Zap needs.

  2. 2

    Add the Exayard app to your Zapier account

    Open the Exayard Zapier app, click "Connect a new account", and paste your API key and organization ID.

  3. 3

    Pick a trigger or action

    Start a new Zap with one of the Exayard triggers (New Project, Assessment Completed, Bid Generated) or one of the actions (Create Project).

  4. 4

    Test and turn the Zap on

    Use Zapier's test step to verify the flow, then enable the Zap. The trigger auto-registers a webhook with Exayard.

See it in action

Watch a quick walkthrough of automating Exayard takeoffs with Zapier.

Triggers

Three lifecycle events available out of the box.

New Project

project.created

Assessment Completed

assessment.completed

Bid Generated

bid.generated

Actions

  • Create Project

Searches

  • Find Project

Example Zaps

Three patterns to wire Exayard into the rest of your stack.

Bid → DocuSign for signature

Trigger on bid.generated → format the bid document → send it via DocuSign for client signature.

Assessment approved → Trello card

Trigger on assessment.completed → create a Trello card so the PM team can plan the next steps.

Form fill → new Exayard project

Google Form → Webhooks by Zapier → Exayard "Create Project" action. Capture intake-form submissions as Exayard projects.

Browse Zap recipes on GitHub

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