Check Cherry + Workiz integrations
Create leads in Check Cherry for new jobs in Workiz
Streamline your lead management process with this efficient workflow. As soon as a new job springs up in Workiz, a parallel lead is created in Check Cherry. This not only helps you respond swiftly to fresh job opportunities but also ensures your leads are systematically organized. Opt for this workflow and boost your productivity, while saving valuable time.
- When this happens...New JobTriggers when a new job is created.
- automatically do this!Create LeadAdds a new lead to your Check Cherry account.
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More things you can do with Workiz and Check Cherry
Discover other triggers and actions you can use with Workiz and Check Cherry
- Job Is Done
Triggers when a job is completed and status has changed to Done
Try ItTriggerPolling - Lead Status Change
Triggers when a lead status is changed
Try ItTriggerPolling - New Lead
Triggers when a new lead is created.
Try ItTriggerPolling - First NameRequired
- Last name
- Phone Number
- Address
- City
- State
- PostalCode
- Lead start time
- Email address
- Lead source
- Description
- Company
ActionWrite
- Job Status Change
Triggers when a job status is changed
Try ItTriggerPolling - New Job
Triggers when a new job is created.
Try ItTriggerPolling - First 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
ActionWrite- Event Is Marked as Complete by Check Cherry
Triggers when an event is marked as complete.
Try ItTriggerInstant
Check Cherry is the all-in-one platform to manage your Photobooth, Photography Studio, Mobile DJ business and more. Includes online booking, beautiful proposals, and a customer portal.
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Workiz makes it easier than ever for service business owners to run their business, save time, make their team more efficient and their business more profitable.
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