Check Cherry + Workiz

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.
TriggerPolling
automatically do this!
Create LeadAdds a new lead to your Check Cherry account.
ActionWrite

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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
Trigger
Polling
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Lead Status Change
Triggers when a lead status is changed
Trigger
Polling
Try It
New Lead
Triggers when a new lead is created.
Trigger
Polling
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- First Name
  Required
- Last name
- Phone Number
- Address
- City
- State
- PostalCode
- Lead start time
- Email address
- Lead source
- Description
- Company
Action
Write
New Appointment
Triggers when a new appointment is added to Check Cherry
Trigger
Instant
Try It

- Sort By
- Sort Direction
Trigger
Instant
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New Payment Is Recorded in Check Cherry
Triggers when a new payment is added to Check Cherry via a customer making a payment, making a deposit, or is manually entered by an admin.
Trigger
Instant
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New User Is Added to Check Cherry
Triggers when a new user is added to Check Cherry via manual creation, sending an invitation, creating an event, or accepting a proposal.
Trigger
Instant
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Appointment Is Updated
Triggers when an existing appointment is updated in Check Cherry
Trigger
Instant
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- Sort By
- Sort Direction
Trigger
Instant
Try It
- First Name
- Last Name
- Company Name
- Email
  Required
- Phone
- Event Date
- Event Time
- Venue Name
- Venue Street
- Venue City
- Venue State
- Venue Zip or Postal Code
- Estimated Budget
- Estimated Number of Guests
- Lead Source
- Lead Type
- Event Type
- Event Length
- Indoor/Outdoor
- Subject
- Message
Action
Write
- Start Date/Time
  Required
- End Date/Time
  Required
- Lookup Type
  Required
- Package ID
- Add On ID
Action
Search
- Filter
- Search Text
- Sort By
- Record Type
- Record ID
Action
Search
- ID
- Email
- Text Search
- Origin
- Lead Type
- Source
Action
Search
- ID
- Role
- Search Text
Action
Search

Job Status Change
Triggers when a job status is changed
Trigger
Polling
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New Job
Triggers when a new job is created.
Trigger
Polling
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- First Name
  Required
- Last name
- Phone
- Address
  Required
- City
  Required
- State
- PostalCode
  Required
- Jobs start time
  Required
- Job Type
  Required
- Service Area
- Email address
- Job source
- JobNotes
- Company
- Phone Ext
- Second Phone
- Second Phone Ext
- Unit
- Job End Date Time
- Client Id
Action
Write
Event Is Marked as Complete by Check Cherry
Triggers when an event is marked as complete.
Trigger
Instant
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New Checklist Item Is Created in Check Cherry
Triggers when a new checklist item is created.
Trigger
Instant
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New Lead Is Added to Check Cherry
Triggers when a new lead is added via contact form, incomplete signup, or manually. Note that incomplete signups are delayed by approximately 20 minutes in order to allow time to finish checkout.
Trigger
Instant
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- Sort By
- Sort Direction
Trigger
Instant
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Staff Is Assigned to a Booking in Check Cherry
Triggers when staff is assigned to an existing booking
Trigger
Instant
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Checklist Item Is Updated in Check Cherry
Triggers when a checklist item is updated.
Trigger
Instant
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- Contact Type
  Required
- Signature Collected?
- Existing User ID
- Customer Name
- Customer Email
- Customer Phone
- Company Name
- Customer Description
- Customer Street Address
- Customer City
- Customer State
- Customer Postal Code
- Custom Title
- Total Amount
- Amount Paid
- Deposit Amount
- Venue Name
- Venue Street Address
- Venue City
- Venue State
- Venue Postal Code
- Package ID
  Required
- Custom Title
- Custom Description (HTML)
- Start Date
  Required
- Start Time
- Length (Minutes)
- Length (days)
- Add On IDs
- Backdrop ID
- Lead ID
- Brand ID
- Public Notes
- Private Notes
- Add Tax?
- Add Travel?
- Send contact invitation to create account?
- Send Booking Confirmation Emails?
Action
Write
- Contact Type
  Required
- Date Reserved?
- Existing User ID
- Customer Name
- Customer Email
- Customer Phone
- Company Name
- Customer Description
- Customer Street Address
- Customer City
- Customer State
- Customer Postal Code
- Custom Title
- Total Amount
- Amount Paid
- Deposit Amount
- Venue Name
- Venue Street Address
- Venue City
- Venue State
- Venue Postal Code
- Package ID
  Required
- Custom Title
- Custom Description (HTML)
- Start Date
  Required
- Start Time
- Length (Minutes)
- Length (days)
- Backdrop ID
- Add On IDs
- Lead ID
- Brand ID
- Public Notes
- Private Notes
- Add Tax?
- Add Travel?
- Proposal Valid Through
Action
Write
- Start Date
- End Date
- Search Text
Action
Search
- ID
- Event Status
- Past or Future
- Event Date (Start)
- Event Date (End)
- Booked At (Start)
- Booked At (End)
- Search Text
- Sort By
- Sort Direction
Action
Search
- ID
- Payment Date (Start)
- Payment Date (End)
- Event ID
Action
Search
- ID
- Email
  Required
- Text Search
- Origin
- Lead Type
- Source
- First Name
- Last Name
- Company Name
- Phone
- Event Date
- Event Time
- Venue Name
- Venue Street
- Venue City
- Venue State
- Venue Zip or Postal Code
- Estimated Budget
- Estimated Number of Guests
- Lead Source
- Event Type
- Event Length
- Indoor/Outdoor
- Subject
- Message
Action
Search or write

About Check Cherry

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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CRM (Customer Relationship Management)

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About Workiz

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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Related categories

Scheduling & Booking