Convoso + Workiz

Convoso + Workiz integrations

Create new Convoso leads from new Workiz leads

This workflow streamlines your lead management process by automatically transferring new leads from Workiz to Convoso. Every time a new lead is added in Workiz, this automation ensures their information is immediately inserted as a lead in Convoso. It helps in ensuring timely follow-ups, increasing efficiency and fostering productivity.

When this happens...
New LeadTriggers when a new lead is created.
TriggerPolling
automatically do this!
Lead: InsertThis is to create a new lead in convoso
ActionWrite

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More things you can do with Workiz and Convoso

Discover other triggers and actions you can use with Workiz and Convoso

Job Is Done
Triggers when a job is completed and status has changed to Done
Trigger
Polling
Try It
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
Try It
- First Name
  Required
- Last name
- Phone Number
- Address
- City
- State
- PostalCode
- Lead start time
- Email address
- Lead source
- Description
- Company
Action
Write
Email Template Event
Triggers when a new Convoso email template workflow event is created.
Trigger
Instant
Try It

List Event
Triggers when a new convoso list workflow event is created.
Trigger
Instant
Try It
- Phone Number
  Required
- Country Code
  Required
- Campaign ID
  Required
Action
Write

- Campaign ID
- Queue ID
- User ID
Action
Write
- Lead ID
  Required
- User ID
- Recipient
  Required
- Comments
- Callback Time Zone
  Required
- Callback Time
  Required
Action
Write
- Call Log ID
  Required
- Extra Field 01
- Extra Field 02
Action
Write
- Phone Number
  Required
- Phone Code
  Required
- Campaign ID
  Required
- Update Lead Status
- Lead Status
Action
Write
- Status
- Check for Duplicates
- Check for Duplicates in Archived Leads
- Check the DNC
- Check the Wireless List
- Hopper
- Hopper Priority
- Hopper Expires In
- BlueInk Digital Token
- Reject by Carrier Type
- Filter Phone Code
- Update if Found
- Search Campaign ID
- Search List ID
- Update Order by Last Called Time
- Lead ID
Action
Write
- Name
  Required
- Campaign ID
  Required
- Description
- Status
Action
Write
- Call Log ID ★
  Required
- Revenue
- Return
Action
Write
- Status
  Required
- Status Name
  Required
- Hex Color
- Final Option
- Reached Option
- Success Option
- DNC Option
- Callback Option
- Contact Option
- Voicemail Option
Action
Write
- Start Date
- End Date
- Campaign IDs
- List IDs
- User IDs
- Status IDs
Action
Search
- Lead ID
- Campaign ID
- Queue ID
- List ID
- User ID
- Call Type
- Called Count
- Status
- Phone Number
- First Name
- Last Name
- Start Time
- End Time
- Limit
- Offset
- Order
- Include Recordings
Action
Search
- DNC ID
- Campaign ID
- Phone Number
- Phone Code
- Insert Date
- Offset
- Limit
Action
Search
- Lead ID
- User ID
- Created At (Start Date)
- Created At (End Date)
- Last Call (Start Date)
- Last Call (End Date)
- Offset
- Return Count Limit
Action
Search
- Query
Action
Search
- User's Email, First Name, Last Name
- Offset
- Limit
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
Try It
- 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
Campaign Event
Triggers when a new convoso campaign workflow event is created.
Trigger
Instant
Try It
Inbound Number Event
Triggers when a new Convoso Inbound Number workflow event is created.
Trigger
Instant
Try It
Queue Event
Triggers when a new Convoso queue workflow event is created.
Trigger
Instant
Try It
- User ID
  Required
Action
Write
- Callback ID
  Required
Action
Write
- Callback ID
  Required
- User ID
- Recipient
- Comments
- Callback Time Zone
- Callback Time
- Status
Action
Write
- Campaign ID
  Required
- Status
  Required
Action
Write
- Lead ID
  Required
Action
Write
- List ID
  Required
Action
Write
- List ID
  Required
- Name
- Campaign ID
- Status
Action
Write
- Status
  Required
- Status Name
  Required
- Hex Color
- Final Option
  Required
- Reached Option
  Required
- Success Option
  Required
- DNC Option
  Required
- Callback Option
  Required
- Contact Option
  Required
- Voicemail Option
  Required
Action
Write
- Lead ID
  Required
- User
- Status
Action
Write
- Campaign ID
- Comments
- Callback ID
- Lead ID
- List ID
- Recipient Type
- User ID
- Stage
- Offset
- Limit
- Start Date
- End Date
Action
Search
- Ignore this Field
Action
Search
- Lead ID
  Required
- Start Time
- End Time
- Offset
- Limit
Action
Search
- Status
  Required
- List ID
- Campaign ID
Action
Search
- User Email
  Required
- Start Date & Time
- End Date & Time
- Offset
- Limit
Action
Search

About Convoso

Convoso is a cloud-based call center software for sales and lead generation teams.

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Related categories

Sales & CRM

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