ContractShield

Step-by-step guides for syncing change orders, exporting pay apps, and alerting field teams in Slack without writing custom glue code.

Introduction

ContractShield's API opens up powerful automation possibilities. Here are five workflows

that our most successful customers have implemented—all without needing a dedicated developer.

1. Automatic Change Order Sync

When a change order is approved in ContractShield, automatically:

Update your accounting software (QuickBooks, Xero)

Notify the project manager via email

Add a task to your project management tool

**How to set it up:** Use our Zapier integration or webhook endpoints to trigger actions

whenever a change order status changes.

2. Pay App Export to Accounting

At the end of each billing period:

Generate pay applications automatically

Export to CSV or push directly to your accounting system

Archive supporting documentation

3. Slack Alerts for Field Teams

Keep crews informed with real-time notifications:

New work orders assigned to their team

Schedule changes for the next day

Weather-related job updates

**Implementation:** Connect your Slack workspace through our integrations page and

configure which events trigger messages.

4. Client Portal Updates

When project milestones are completed:

Automatically update the client-facing portal

Send milestone completion emails

Request approval for next phase

5. Equipment and Material Tracking

Track resources across job sites:

Automatic inventory updates when materials are allocated

Equipment location tracking via check-in/check-out

Low stock alerts for commonly used supplies

Getting Started

All of these workflows can be set up in under an hour using our no-code integration tools.

Visit the [Integrations](/integrations) page to connect your favorite tools.

*Need help with a custom integration? Our API documentation covers everything from authentication

to webhooks. [View the docs](/docs)*

5 workflows every contractor can automate with the ContractShield API