Discord + Workiz
Send channel messages in Discord for new leads in Workiz
With this automation, you can stay on top of your lead generation process in real-time. When a new lead is captured in your Workiz app, a channel message is promptly posted in your chosen Discord channel. This way, your team gets immediate updates about potential clients, allowing them to act fast and enhance communication, efficiency and sales productivity.
With this automation, you can stay on top of your lead generation process in real-time. When a new lead is captured in your Workiz app, a channel message is promptly posted in your chosen Discord channel. This way, your team gets immediate updates about potential clients, allowing them to act fast and enhance communication, efficiency and sales productivity.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!Send Channel Message
Post a new message to a specific #channel you choose.
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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
ChannelRequired
Try It
