What is the Integration Builder?

Integration Builder is Fleetio’s no/low-code workflow builder. With Integration Builder, you can connect Fleetio to external accounting systems - such as Quickbooks, Zero, and Zohobooks, along with additional business systems such as Slack or Google Drive - to automate work without needing to write code.

Integration Builder works similarly to tools like Zapier, Make, and Workato, letting you build workflows using triggers, actions, and field mappings.

With the Integration Builder, you can:

• Build workflows between Fleetio and other tools
• Automate internal processes (notifications, file uploads, approvals)
• Create multi-step automations across multiple systems
• Use Fleetio events as triggers, then take action in other tools

Examples include:

• Create Quickbills in Quickbooks when a Purchase order is closed.
• Upload files to Google Drive when a Service Entry is approved
• Send emails when a Vendor is added

We’ll continue expanding available pieces—your feedback helps us decide what to add next!

Getting Started & Key Concepts

Before you get started, watch the video below for a quick visual walkthrough of how Integration Builder works.

You can start building workflows from scratch or choose from pre-built templates to create automations that save time, reduce manual entry, and improve accuracy across your operations.

Each workflow consists of modular building blocks called pieces that work together to form a flow

EXAMPLE: When a new purchase order is created in Fleetio (trigger), automatically create that same purchase order in QuickBooks (action).

How to Access Integration Builder

Integration Builder is currently an Early Access Program feature and is limited to Premium customers only. 

Enable Integration Builder in Early Access

1. Navigate to your Account Menu and select Early Access

2. Enable Integration Builder by switching the Integration Builder toggle to the On position.

Access the Integration Builder in Fleetio

1. In the Sidebar Navigation, select Integrations

2. In the Integrations Directory, select Build Your Own at the bottom of the sidebar

3. In the pop-up, select Create custom integration with no-code builder

4. You’ll be taken to the Custom Integrations page, where you can start from scratch or select a template.

NOTE: If this is your first time using Integration Builder, you’ll see the screen below, where you can build a flow from scratch, or select a template.

 

5. To build an Integration from scratch, click Start from Scratch and select New Flow.

• To build from a template, expand the folder for the external system you want to use, and select your desired template.

Building an Integration

At a minimum, integration workflows are made up of three basic parts:

• A Trigger (what starts the workflow)
• One or more Actions (what happens next)
• One or more Connections (how Fleetio and third-party systems authenticate)

Triggers

Every automation starts with a trigger, the event that tells Fleetio to start the workflow.

Examples:

• “New Purchase Order Created”
• “Inspection Completed”
• “Service Entry Approved”

Actions

Actions are the tasks the workflow performs automatically in response to the trigger.

Examples:

• “Create a bill in QuickBooks”
• “Post a message to Slack”
• “Upload a file to Google Drive”

Connections

Connections are how your workflow communicates securely with Fleetio and third-party systems.

There are two primary connection types:

• OAuth (Sign-in authorization) - Used for connecting to Fleetio as well as external systems like QuickBooks, Slack, and Google Drive. This is the preferred method and allows users to securely sign in and grant access.
• API Keys - Used for systems that do not support OAuth. In some cases, you may still need to use an API key to authenticate with certain third-party integrations.

Publishing & Monitoring Workflows

After setting up your workflow, it’s time to publish it so it runs automatically.

1. Click Publish to activate the workflow.
2. Fleetio starts monitoring your chosen trigger events.
3. When an event occurs, the workflow runs automatically.
4. Review the Run History to confirm successful executions or troubleshoot errors.

Advanced Concepts: Tables & Field Mapping

Tables and field mappings determine how data moves between systems.

They make sure the right data ends up in the right place.

For example:

• Map Fleetio’s Vendor Name → QuickBooks’ Vendor Field
• Map Fleetio’s Total Amount → QuickBooks’ Amount Field

Tables also help store reusable lookups, such as matching Fleetio vendors to QuickBooks vendor IDs.

Summary

You now understand the foundational concepts behind Fleetio’s Workflow Builder:

• Pieces: Building blocks of your workflow
• Triggers: Events that start your automation
• Actions: Steps that follow the trigger
• Connections: Links to external systems
• Tables & Mapping: How data transfers between applications

Whether you’re connecting Fleetio to QuickBooks or automating Slack notifications, these same core concepts apply.