AnswerForce + Workiz
Create new leads in Workiz from new AnswerForce messages
When you receive a new message in the AnswerForce app, this workflow swiftly creates a lead in the Workiz app. This automation simplifies your tasks by handling growth opportunities directly from client interactions. A seamless process that ensures no potential lead from AnswerForce is missed in Workiz.
When you receive a new message in the AnswerForce app, this workflow swiftly creates a lead in the Workiz app. This automation simplifies your tasks by handling growth opportunities directly from client interactions. A seamless process that ensures no potential lead from AnswerForce is missed in Workiz.
- When this happens...New Message
Triggers when a new message is taken.
- automatically do this!Create Lead
Schedules a new lead in your Workiz account.
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New Message
Triggers when a new message is taken.
Try ItJob Status Change
Triggers when a job status is changed
Try ItNew Job
Triggers when a new job is created.
Try ItFirst NameRequired
Last name
Phone
AddressRequired
CityRequired
State
PostalCodeRequired
Jobs start timeRequired
Job TypeRequired
Service Area
Email address
Job source
JobNotes
Company
Phone Ext
Second Phone
Second Phone Ext
Unit
Job End Date Time
Client Id
Job Is Done
Triggers when a job is completed and status has changed to Done
Try ItLead Status Change
Triggers when a lead status is changed
Try ItNew Lead
Triggers when a new lead is created.
Try ItFirst NameRequired
Last name
Phone Number
Address
City
State
PostalCode
Lead start time
Email address
Lead source
Description
Company