Google Docs + Workiz
Google Docs + Workiz
Update Google Docs documents by appending text when lead status changes in Workiz
Stay on top of your workflow with this streamlined solution. When there is a change in lead status within Workiz, corresponding text is conveniently appended to a Google Docs document. This seamless integration ensures that your documents stay updated with key changes, taking the manual effort out of maintaining accurate records. Experience a more organized and efficient work process through the harmony of Workiz and Google Docs.
- When this happens...Lead Status ChangeTriggers when a lead status is changed
- automatically do this!Append Text to DocumentAppends text to an existing document.
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More things you can do with Workiz and Google Docs
Discover other triggers and actions you can use with Workiz and Google Docs
- Job Is Done
Triggers when a job is completed and status has changed to Done
Try ItTriggerPolling - Lead Status Change
Triggers when a lead status is changed
Try ItTriggerPolling - New Lead
Triggers when a new lead is created.
Try ItTriggerPolling - First NameRequired
- Last name
- Phone Number
- Address
- City
- State
- PostalCode
- Lead start time
- Email address
- Lead source
- Description
- Company
ActionWrite
- Job Status Change
Triggers when a job status is changed
Try ItTriggerPolling - New Job
Triggers when a new job is created.
Try ItTriggerPolling - First 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
ActionWrite- New Document
Triggers when a new document is added (inside any folder).
Try ItTriggerPolling
