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.

When this happens...
Project Completed
Triggers when a project is marked completed in dripjobs.
TriggerInstant
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Create or Update Person
Creates a new Person or updates an exisitng person with the given email.
ActionWrite

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Supported triggers and actions

Booking Form Submitted
Triggers when a new Appointment request is submitted in dripjobs.
Trigger
Instant
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Custom Event Scheduled
Triggers when a custom event is scheduled in dripjobs.
Trigger
Instant
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New Lead Created
Triggers when a new lead is created in dripjobs.
Trigger
Instant
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Project Stage Changed
Triggers when a project stage is changed in dripjobs
Trigger
Instant
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Project Completed
Triggers when a project is marked completed in dripjobs.
Trigger
Instant
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- Lead 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
Action
Write
Person Created or Updated
Triggers when a new person is created or an existing person is updated.
Trigger
Instant
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- Person IDRequired
- Employee IDs
- Name
- Amount
- Scheduled At
- Complete
- Completed At
- Tags
Action
Write
- EmailRequired
- First Name
- Last Name
- Phone Number
- Position
Action
Write
- EmailRequired
- First Name
- Last Name
- Phone Number
- Address
- City
- Country
- State
- Unit
- Zip Code
- Company
- Position
Action
Write
- Booking IDRequired
- Invoice ID
- Person IDRequired
- Employee IDs
- Name
- Amount
- Scheduled At
- Complete
- Completed At
- Tags
Action
Write
- EmailRequired
Action
Search

Card Label Changed
Triggers when a card label is changed
Trigger
Instant
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Deal Stage Changed
Triggers when a deal or job card moves to a new stage.
Trigger
Instant
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On-Site Estimate Scheduled
Triggers when an on-site estimate scheduled appointment is created in dripjobs.
Trigger
Instant
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Proposal Accepted
Triggers when a proposal is marked accepted in dripjobs.
Trigger
Instant
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Task Created
Triggers when a new Task is created in DripJobs
Trigger
Instant
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- Lead SourceRequired
- First NameRequired
- Last NameRequired
- EmailRequired
- Phone
- Job Address
- Job City
- Job State
- Job Zip
- Notes
- Deal Stage
- Assign To
Action
Write
Review Created or Updated
Triggers when a new review is created or an existing review is updated.
Trigger
Instant
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- Person IDRequired
- Employee IDs
- Name
- Description
- Status
- Completed At
- Tags
Action
Write
- Person IDsRequired
- Subtotal
- Discount
- Tax
- TotalRequired
- BalanceRequired
- Paid
- Status
- Tags
Action
Write
- Person IDsRequired
- Invoice IDs
- AmountRequired
- Description
- Status
- Tags
Action
Write
- Campaign ID
- EmailRequired
- Phone Number
- First Name
- Last Name
- Company
- Position
Action
Write

About DripJobs

DripJobs is a Customer Resource Management system designed to help funnel Leads through a strategic process to gain more Jobs and increase revenue.

DripJobs + NiceJob

Complete projects in DripJobs and create or update persons in NiceJob

Supported triggers and actions

Booking Form Submitted

Custom Event Scheduled

New Lead Created

Project Stage Changed

Project Completed

Create Appointment

Person Created or Updated

Create Booking

Create Employee

Create or Update Person

Create Visit

Find a Person

Card Label Changed

Deal Stage Changed

On-Site Estimate Scheduled

Proposal Accepted

Task Created

Create Lead

Review Created or Updated

Create Case

Create Invoice

Create Payment

Enroll Contact

About DripJobs