Google Sheets + Workiz
Create new Google Sheets rows at top each time jobs are done in Workiz
Keep track of completed jobs seamlessly with this workflow. When a job is marked as complete in Workiz, a new row is instantly added to the top of your Google Sheets spreadsheet. This integration provides an efficient way to document and monitor your project progress, ensuring data consistency and saving time on manual data entry.
Keep track of completed jobs seamlessly with this workflow. When a job is marked as complete in Workiz, a new row is instantly added to the top of your Google Sheets spreadsheet. This integration provides an efficient way to document and monitor your project progress, ensuring data consistency and saving time on manual data entry.
- When this happens...Job Is Done
Triggers when a job is completed and status has changed to Done
- automatically do this!Create Spreadsheet Row at Top
Creates a new spreadsheet row at the top of a spreadsheet (after the header row).
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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
