Create records in Zapier Tables when new on-site estimates are scheduled in DripJobs
Whenever an on-site estimate is scheduled in DripJobs, this workflow springs into action to create a record in Tables by Zapier. This means that this streamlined process can help reduce manual data entry and improve overall efficiency. With immediate updates, you can keep track of your estimates and customer interactions effectively. An ideal solution for businesses looking to enhance their customer service and productivity, this workflow between DripJobs and Tables by Zapier does the work so you don't have to.
Whenever an on-site estimate is scheduled in DripJobs, this workflow springs into action to create a record in Tables by Zapier. This means that this streamlined process can help reduce manual data entry and improve overall efficiency. With immediate updates, you can keep track of your estimates and customer interactions effectively. An ideal solution for businesses looking to enhance their customer service and productivity, this workflow between DripJobs and Tables by Zapier does the work so you don't have to.
- When this happens...On-Site Estimate Scheduled
Triggers when an on-site estimate scheduled appointment is created in dripjobs.
- automatically do this!Create Record
Creates a new record on a table.
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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
Table IDRequired
Zap Id
Zap Step Id
Zap Path Run Id
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
Table IDRequired
Zap Id
Zap Step Id
Zap Path Run Id
Try ItTable IDRequired
Zap Id
Zap Step Id
Zap Path Run Id
Try It