ClickUp + Workiz
Create tasks in ClickUp when jobs are done in Workiz
Streamline your task management with this Workiz to ClickUp workflow. Once a job is completed in Workiz, a new task is instantly created in ClickUp. No longer will you have to manually input completed jobs from one app to another, saving you time and ensuring all tasks are up-to-date and correctly recorded in ClickUp. Make your work process more efficient with this automated solution.
Streamline your task management with this Workiz to ClickUp workflow. Once a job is completed in Workiz, a new task is instantly created in ClickUp. No longer will you have to manually input completed jobs from one app to another, saving you time and ensuring all tasks are up-to-date and correctly recorded in ClickUp. Make your work process more efficient with this automated solution.
- When this happens...Job Is Done
Triggers when a job is completed and status has changed to Done
- automatically do this!Create Task
Creates a new task.
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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
Job 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
WorkspaceRequired
Try It
