"enroll contacts in NiceJob when projects are completed in DripJobs"
Keep your contacts updated and further streamline your work process with this DripJobs to NiceJob workflow. When a project is completed in DripJobs, the contact associated with that project is immediately enrolled in NiceJob. This efficient automation helps you stay organized, saves time, and ensures a seamless transition between project completion and client follow-up.
Keep your contacts updated and further streamline your work process with this DripJobs to NiceJob workflow. When a project is completed in DripJobs, the contact associated with that project is immediately enrolled in NiceJob. This efficient automation helps you stay organized, saves time, and ensures a seamless transition between project completion and client follow-up.
- When this happens...Project Completed
Triggers when a project is marked completed in dripjobs.
- automatically do this!Enroll Contact
Enrolls a contact into a NiceJob campaign, defaulting to the Get Reviews campaign.
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On-Site Estimate Scheduled
Triggers when an on-site estimate scheduled appointment is created in dripjobs.
Try ItProject Completed
Triggers when a project is marked completed in dripjobs.
Try ItLead SourceRequired
First NameRequired
Last NameRequired
EmailRequired
Phone
Job Address
Job City
Job State
Job Zip
Notes
Drip Sequence
Review Created or Updated
Triggers when a new review is created or an existing review is updated.
Try It
Proposal Accepted
Triggers when a proposal is marked accepted in dripjobs.
Try ItLead SourceRequired
First NameRequired
Last NameRequired
EmailRequired
PhoneRequired
Job Address
Job City
Job State
Job Zip
Start TimeRequired
End TimeRequired
Appointment Details
Assign To
Send Email Reminders
Send Sms Reminders
Person Created or Updated
Triggers when a new person is created or an existing person is updated.
Try ItPerson IDRequired
Employee IDs
Name
Amount
Scheduled At
Complete
Completed At
Tags