Google Sheets + Workiz
Add new Workiz jobs to Google Sheets as rows for seamless tracking
Effortlessly organize your new jobs from Workiz in a Google Sheets document with this seamless workflow. Once set up, each time a new job is created in Workiz, a new row will be added to your specified Google Sheets spreadsheet, ensuring your data is instantly updated and easily accessible. Stay on top of your projects and improve efficiency by keeping your job details centralized and up-to-date in one convenient location.
Effortlessly organize your new jobs from Workiz in a Google Sheets document with this seamless workflow. Once set up, each time a new job is created in Workiz, a new row will be added to your specified Google Sheets spreadsheet, ensuring your data is instantly updated and easily accessible. Stay on top of your projects and improve efficiency by keeping your job details centralized and up-to-date in one convenient location.
- When this happens...New Job
Triggers when a new job is created.
- automatically do this!Create Spreadsheet Row
Create a new row in a specific spreadsheet.
- 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
Drive
SpreadsheetRequired
WorksheetRequired
Try It
