Dropbox + Workiz
Create new Dropbox folders for new Workiz jobs
Start a new job in Workiz and need to keep your files in order? This workflow will help you do just that. Whenever a new job is added in Workiz, a matching folder is created in Dropbox promptly. This way, all your important job documents are organized right, eliminating the need for manual transferring of files and ultimately boosting your productivity. Get your work streamlined with this quick and easy workflow.
Start a new job in Workiz and need to keep your files in order? This workflow will help you do just that. Whenever a new job is added in Workiz, a matching folder is created in Dropbox promptly. This way, all your important job documents are organized right, eliminating the need for manual transferring of files and ultimately boosting your productivity. Get your work streamlined with this quick and easy workflow.
- When this happens...New Job
Triggers when a new job is created.
- automatically do this!Create Folder
Triggers when a new folder is added. Make sure the number of files/folders in the watched folder does not exceed 6000.
- Free forever for core features
- 14 day trial for premium features & apps
Job Is Done
Triggers when a job is completed and status has changed to Done
Try ItLead Status Change
Triggers when a lead status is changed
Try ItNew Lead
Triggers when a new lead is created.
Try ItFirst NameRequired
Last name
Phone Number
Address
City
State
PostalCode
Lead start time
Email address
Lead source
Description
Company
Job Status Change
Triggers when a job status is changed
Try ItNew Job
Triggers when a new job is created.
Try ItFirst NameRequired
Last name
Phone
AddressRequired
CityRequired
State
PostalCodeRequired
Jobs start timeRequired
Job TypeRequired
Service Area
Email address
Job source
JobNotes
Company
Phone Ext
Second Phone
Second Phone Ext
Unit
Job End Date Time
Client Id
Space
FolderRequired
Include files in subfolders?
Include sharing link?
Try It
