- Price
- Free
- Setup
- Needs setup
- Time saved
- Maker hasn't shared this

Who it's for
Plumbing and HVAC shops that want automatic job and lead lists without building them by hand.
What it does
- Builds Zaps from plain-word requests you type to Claude
- Refreshes a callback list of missed calls every 15 minutes
- Lists open quotes so sales can follow up
Proof
Maker's claimThe company that makes it says so
Zapier says the shop has 36 Next-Gen Zaps live, running about 1,400 times a week.
ZapierOct 14, 2026 Read the source
Try it yourself DIY version
Not ready to buy the tool? Paste this into ChatGPT, Claude or Grok. Fill in the [brackets] first.
I run a [plumbing/HVAC] shop called [BUSINESS NAME]. Below I pasted today's list of calls and open quotes from [YOUR JOB SOFTWARE]. Please make me two short tables. Table 1: missed calls with no callback yet, showing name, phone, time of call, and what they called about if known. Table 2: open quotes with no follow-up in [NUMBER] days, showing customer, job, amount, and date sent. Put the oldest at the top. Then write a one-line callback script and a short follow-up text I can send for each quote. Keep the texts friendly and under 300 characters. [PASTE CALL LIST] [PASTE OPEN QUOTES]
How to set it up
- Ask Zapier for Next-Gen Zaps early access at zapier.com/workflow/early-access.
- Connect Claude to your Zapier account.
- Tell Claude in plain words what list you want and how often.
- Test each Zap and check the data lands in the right place.
Cost
Zapier free plan; multi-step Zaps from $19.99/mo; Next-Gen Zaps early access
Prices change. Check the maker’s site before you buy.
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Want it done for you?
15-minute call. Walk away with a tool that saves you real time and money.
- Free
- 15 minutes
- No sales pitch

