Connecteam + Knowify
Create tasks in Connecteam when jobs are closed in Knowify
Simplify your project management processes with this efficient workflow. When a job is closed in Knowify, it prompts the creation of a new task in Connecteam. This not only streamlines your operations but also ensures every closed job is followed up promptly, keeping your team in sync and enhancing productivity. It's a strategic solution for businesses looking to optimize their job management process.
Simplify your project management processes with this efficient workflow. When a job is closed in Knowify, it prompts the creation of a new task in Connecteam. This not only streamlines your operations but also ensures every closed job is followed up promptly, keeping your team in sync and enhancing productivity. It's a strategic solution for businesses looking to optimize their job management process.
- When this happens...
Job ClosedTriggers when a contract job has been closed
TriggerPollingZapier checks for new data every 15 min on the Free plan - automatically do this!
Create TaskCreate a new task under a specified board. Currently, only 'one-time' task is supported.
ActionWriteCreate a new record or update an existing record in your app.
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New AIA Invoice
Triggers when a new AIA invoice has been added.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Bill
Triggers when a new bill has been added.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planBill Sent for Approval
Triggers when a bill is sent for approval.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Client
Triggers when a new client has been added.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planContract Out for Signature
Triggers when a contract job has been sent out for signature.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Invoice Payment
Triggers when a new invoice payment is added.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Payment
Triggers when a new payment is added.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planPhase Status Changed
Triggers when a phase status is changed
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Contract Job
Triggers when a new contract job has been added.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planJob Reopened
Triggers when a contract job has been reopened
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planUpdated Purchase
Triggers when a purchase has been updated.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Task
Triggers when a new task has been added.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Service Job
Triggers when a new service job has been added.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planTime Entry Approved
Triggers when a time entry has been approved
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planJob NameRequired
Client NameRequired
AddressRequired
CityRequired
State/ProvinceRequired
ZipcodeRequired
Country (2-letter abbreviation)Required
Contract Value
Line Item Name
Phase Name
Invoiced to Date
Labor Cost to Date
Material Cost to Date
Sub Cost to Date
Payments to Date
Labor Budget
Material Budget
Sub Budget
Sales Lead
Project Manager
Job notes
Sync to QB
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProductRequired
Item NameRequired
Description
Our CostRequired
Sale PriceRequired
Item Number
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileNameRequired
UrlRequired
Project IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DescriptionRequired
Comment
Task Complete?
Deadline
Date Completed
Resource(s)
Job
Phase
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Vendor NameRequired
Street Address
Street Address (Continued)
City Name
Client Contact Name
Country Name
Email Address
Phone Number
State/Province
Is this vendor a subcontractor?
Other Details
Zip Code
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProductRequired
Item NameRequired
Description
Our CostRequired
Sale PriceRequired
Item Number
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Client NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appPhase NameRequired
Project Name
ActionThis is an event a Zap performs.SearchFind existing data in your appJob NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appDescriptionRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appNameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appVendor IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
New User
Triggers when a new user is added (real time trigger)
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Archive by phone numberRequired
User ID
Phone Number
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Time ClockRequired
Assigned UserRequired
Timezone
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Scheduler
Time Clock
TitleRequired
Code
Description
Color
Address
Qualified Users or Groups
TitleRequired
Code
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Assigned Task BoardRequired
Assigned Users
TitleRequired
Task Labels
Task StatusRequired
Start TimeRequired
Due DateRequired
Description
Title
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.First NameRequired
Last NameRequired
Phone NumberRequired
User TypeRequired
Email Address
Send activation SMSRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Schedule IDRequired
Shift IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Recipient UserRequired
Sender (publisher)Required
TextRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.User IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SchedulerRequired
Shift IDRequired
Shift Title
Shift Start
Shift End
TimeZone
Is this an Open Shift?
Does this shift require admin approval?
Do you what to create the shift as a published shift?
Associated Job
Assigned Users
Location Address
Notes
Color
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appForm NameRequired
Form Submission IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appScheduler IDRequired
Shift StartRequired
Shift EndRequired
Shift ID
Shift Title
Job ID
ActionThis is an event a Zap performs.SearchFind existing data in your appSub-Job Title
Sub-Job ID
ActionThis is an event a Zap performs.SearchFind existing data in your appUser ID
Full Name
Phone Number
Email Address
ActionThis is an event a Zap performs.SearchFind existing data in your app
New Allocation
Triggers when a new allocation has been added.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Bill Payment
Triggers when a new bill payment is added.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planChange Order Made Active
Triggers when a change order has been made active.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planContract Job Made Active
Triggers when a contract job has been made active.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Invoice
Triggers when a new invoice has been added.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planItem Marked Received
Triggers when an item is marked received, returning the request with the specified item marked as received
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planPhase Scheduled
Triggers when a phase has been scheduled
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Product
Triggers when a new trigger has been added.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planJob Closed
Triggers when a contract job has been closed
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Purchase
Triggers when a new purchase has been added.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planSubmittal Approved
Triggers when a submittal has been approved.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planTask Marked Complete
Triggers when a task has been marked complete
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planService Job Marked Complete
Triggers when a service job has been marked complete.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Vendor
Triggers when a new vendor has been added.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planClient NameRequired
Client Contact Name
Email Address
Phone Number
Client Parent Id
Street Address
Street Address (Continued)
City Name
State/Province
Zip Code
Country Name
Shipping Same as Billing
Shipping Street Address
Shipping Street Address (Cont'd)
Shipping City Name
Shipping Contact Name
Shipping Country Name
Shipping State/Province Name
Shipping Zip Code
Website
Sync to QB
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Job NameRequired
Job Costing Style
Contract TypeRequired
Client NameRequired
Sales Lead
Project Manager
Job notes
Address1
Address2
City
State/Province
Zip
Country (2 characters)
Sync to QB
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Service Asset NameRequired
Client NameRequired
Service Asset Notes
Manufacturer
Model
Serial Number
Location on Site
AddressRequired
Address 2
CityRequired
State/Province (2-letter abbreviation)Required
ZipcodeRequired
Country (2-letter abbreviation)Required
Installation Date (MM-DD-YYYY)
Last Serviced Date (MM-DD-YYYY)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Job NameRequired
Client NameRequired
Service Notes
AddressRequired
Address 2
CityRequired
State/Province (2-letter abbreviation)Required
ZipcodeRequired
Country (2-letter abbreviation)Required
Is Time & Materials?Required
Resource
Date (MM-DD-YYYY)
Time Zone
Start Time
End Time
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IdRequired
NameRequired
Business StateRequired
Start Date
Finish Date
Work Order
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TaskRequired
DescriptionRequired
Comment
Task Complete?
Deadline
Date Completed
Resource(s)
Job
Phase
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Client IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appNameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appProject IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appDescriptionRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appUser IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appUser Archived
Triggers when a user is archived
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.User Updated
Triggers when a user field was edited (real-time trigger).
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Time ClockRequired
Assigned UserRequired
Timezone
Associated JobRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Scheduler
Time Clock
TitleRequired
Job Code
Description
Address
Users or Groups
Color
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SchedulerRequired
Shift title
Color
Shift StartRequired
Shift EndRequired
Timezone
Is this an Open Shift?
Does this shift require admin approval?
Do you want to create the shift as a published shift?
Associated Job
Assigned Users
Location Address
Notes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Assigned user
Time ClockRequired
TimezoneRequired
Start TimeRequired
End TimeRequired
Associated JobRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.User IDRequired
Title
TextRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Conversation (Team/Channel)Required
Sender (publisher)Required
TextRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Form IDRequired
Form Submission IDRequired
Manager FieldsRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DateRequired
UserRequired
IndicatorRequired
ValueRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Assigned UserRequired
Policy NameRequired
BalanceRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Form NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appJob Name
Job ID
ActionThis is an event a Zap performs.SearchFind existing data in your appForm IDRequired
User ID
Submission Start Date
Submission End Date
ActionThis is an event a Zap performs.SearchFind existing data in your appTask BoardRequired
Label TitleRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
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