Manage new DripJobs completed projects by creating or updating jobsites in RealWork Labs
Streamline your project management process with this efficient workflow. Once a project reaches completion status in DripJobs, it prompts an update or creation of a JobSite in RealWork Labs. This results in better consistency across platforms and less manual data entry. It's an easy solution for keeping projects up-to-date and well-managed.
- When this happens...Project CompletedTriggers when a project is marked completed in dripjobs.
- automatically do this!Create or Update JobSiteCreates or Updates a JobSite
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More things you can do with DripJobs and RealWork
Discover other triggers and actions you can use with DripJobs and RealWork
- Booking Form Submitted
Triggers when a new Appointment request is submitted in dripjobs.
Try ItTriggerInstant - Custom Event Scheduled
Triggers when a custom event is scheduled in dripjobs.
Try ItTriggerInstant - New Lead Created
Triggers when a new lead is created in dripjobs.
Try ItTriggerInstant - Project Stage Changed
Triggers when a project stage is changed in dripjobs
Try ItTriggerInstant
- Card Label Changed
Triggers when a card label is changed
Try ItTriggerInstant - Deal Stage Changed
Triggers when a deal or job card moves to a new stage.
Try ItTriggerInstant - On-Site Estimate Scheduled
Triggers when an on-site estimate scheduled appointment is created in dripjobs.
Try ItTriggerInstant - Proposal Viewed
Triggers when a proposal is viewed by customer
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