Status: Coming Q3 2026. The Zapier app is in private build alongside the public REST API. Founding-50 customers can request the beta starting July 2026.
What you can build
A few examples that founding-50 customers asked for in the design phase:
- When a Prevayl order is delivered → post to Slack #operations channel
- When an invoice is paid → log it in a Google Sheet for the bookkeeper
- When a new lead fills out your website form → create a Prevayl quote
- When a carrier's insurance is about to lapse → email the dispatcher
- When an order has an exception → create a Linear issue for engineering
- When a customer pays late → trigger a Mailchimp dunning sequence
Triggers
| Trigger | Fires when | Sample data |
|---|---|---|
| New Order | Any new order created | order_id, customer, vehicles[], total |
| Order Dispatched | Carrier accepted | carrier_name, mc_number, dispatch_time |
| Order Delivered | BOL signed at delivery | delivered_at, signed_by, photo_count |
| Order Exception | Any exception type flagged | exception_type, severity, description |
| New Customer | Customer record created | customer_id, name, email, type |
| New Carrier | Carrier completed application | mc_number, dot_number, contact |
| Carrier Vetted | SAFER + COI verification passed | vetting_passed_at, insurance_expiry_date |
| Invoice Created | Invoice generated (DRAFT or SENT) | invoice_id, customer, amount, due |
| Invoice Paid | Payment received and applied | paid_at, method, amount |
| Invoice Overdue | Invoice past due date | days_overdue, customer, amount |
| Compliance Alert | Bond/BOC-3/COI compliance issue | alert_type, due_date, severity |
Actions
| Action | Effect | Required fields |
|---|---|---|
| Create Order | New order in Prevayl | customer_id, pickup, delivery, vehicles |
| Update Order | Modify draft order | order_id, fields_to_update |
| Cancel Order | Cancel pre-dispatch order | order_id, reason |
| Create Customer | New customer record | name, type, primary_contact_email |
| Create Carrier Quote | Send a load quote to a carrier | order_id, carrier_id, rate |
| Create Invoice | Generate invoice (DRAFT) | order_id, line_items |
| Send Invoice | Email a DRAFT invoice to customer | invoice_id |
| Record Payment | Apply a payment to an invoice | invoice_id, amount, method |
| Add Note | Append a note to any record | object_type, object_id, note_text |
Setting up a Zap
- Create a Zapier account if you don't already have one
- Search for "Prevayl" in the Zapier app directory
- Click Connect Account and authenticate via OAuth
- Build your Zap: pick a trigger from a Prevayl event, then chain any number of actions in any apps
- Test the Zap with sample data before turning it on
Zapier offers a free tier (100 tasks/month) that's often enough for small operations. Mid-size operators usually land on the Professional plan ($49/mo).
Authentication scope
The Zapier app authenticates via OAuth 2.0 with these scopes:
orders:read,orders:writecustomers:read,customers:writecarriers:readaccounting:read,accounting:write
The Zap can't do anything you couldn't do as a logged-in user with the same permissions.
Custom actions (Code by Zapier)
For anything not covered by built-in triggers and actions, use Zapier's Code by Zapier step to call the Prevayl REST API directly. Same auth credentials your OAuth Zap uses are passed in.