DripJobs + NiceJob
Complete projects in DripJobs and create or update persons in NiceJob
Streamline your project management and customer service processes with this efficient workflow. When a project is marked as 'Project Completed' in DripJobs, it immediately prompts an update or establishes a new person in your NiceJob application. This automation not only saves valuable time but also ensures that all pertinent project information is promptly transferred to your customer relations platform, boosting your data handling efficiency.
Streamline your project management and customer service processes with this efficient workflow. When a project is marked as 'Project Completed' in DripJobs, it immediately prompts an update or establishes a new person in your NiceJob application. This automation not only saves valuable time but also ensures that all pertinent project information is promptly transferred to your customer relations platform, boosting your data handling efficiency.
- When this happens...Project Completed
Triggers when a project is marked completed in dripjobs.
- automatically do this!Create or Update Person
Creates a new Person or updates an exisitng person with the given email.
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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
