Groundwork + JobTread

Update customers in JobTread when new videoleads are submitted in Groundwork

Optimize your workflow and stay organized with this automation, bridging the Groundwork app and JobTread. When a new video lead is submitted in Groundwork, corresponding customer information in JobTread gets updated promptly. This setup guarantees timely information updates, leading to efficient customer management and improved productivity.

When this happens...
New VideoLead Submitted
Triggers when a lead has submitted a project video.
TriggerScheduled
automatically do this!
Update Customer
Update an existing customer.
ActionWrite

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Supported triggers and actions

What does this mean?

- Survey
Trigger
Scheduled
Try It
- SurveyRequired
- First NameRequired
- Last NameRequired
- EmailRequired
- PhoneRequired
- Defer Survey
- Send Survey At
- Street Number 1
- Street Number 2
- City
- State
- Zip
Action
Write
- OrganizationRequired
Trigger
Instant
Try It
- OrganizationRequired
Trigger
Instant
Try It
- OrganizationRequired
Trigger
Instant
Try It

- OrganizationRequired
Trigger
Instant
Try It
- OrganizationRequired
- Limit files uploaded to this type (optional)
Trigger
Instant
Try It

- OrganizationRequired
Trigger
Instant
Try It
- OrganizationRequired
Trigger
Instant
Try It
- OrganizationRequired
Trigger
Instant
Try It
- OrganizationRequired
Trigger
Instant
Try It
- OrganizationRequired
- Comment MessageRequired
- Target TypeRequired
- Target IdRequired
- Assignee Emails
Action
Write
- OrganizationRequired
- Customer IDRequired
- NameRequired
- Title
Action
Write
- OrganizationRequired
- Location IDRequired
- Description
- Name
- Account ID
Action
Write
- OrganizationRequired
- NameRequired
- Description
- Target Type
- Target Id
- Parent Task Id
- Start Date
- Start Time
- End Date
- Task Progress
- End Time
- Assigned Membership Ids
- Task Type Name
Action
Write
- OrganizationRequired
- Vendor IDRequired
- NameRequired
- Title
Action
Write
- Query (JSON)Required
Action
Write
- OrganizationRequired
- Job IdRequired
- Description
- Name
- Closed On
Action
Write
- OrganizationRequired
- Task IdRequired
- Task name
- Task Description
- Task Progress
- Parent Task Id
- Start Date
- Start Time
- End Date
- End Time
- Assigned Membership Ids
- Task Type Name
Action
Write
- OrganizationRequired
- File URLsRequired
- Target Type
- Target Id
- File Tag Names
Action
Write
- OrganizationRequired
- Job Number
- Job Name
Action
Search
- OrganizationRequired
- User Email
- User Name
Action
Search

- Survey
Trigger
Scheduled
Try It
- OrganizationRequired
Trigger
Instant
Try It
- OrganizationRequired
Trigger
Instant
Try It
- OrganizationRequired
Trigger
Instant
Try It
- OrganizationRequired
Trigger
Instant
Try It
- OrganizationRequired
Trigger
Instant
Try It
- OrganizationRequired
- Limit files updated to this type (optional)
Trigger
Instant
Try It
- OrganizationRequired
Trigger
Instant
Try It
- OrganizationRequired
Trigger
Instant
Try It
- OrganizationRequired
Trigger
Instant
Try It
- AssigneeRequired
- Target TypeRequired
- Target IdRequired
- Notify
Action
Write
- OrganizationRequired
- Add Customer Contact
- Add Location
- Add Files to Customer
Action
Write
- OrganizationRequired
- Job IDRequired
- DateRequired
- Notes
- Notify assignees
- Assignees
Action
Write
- OrganizationRequired
- Account IDRequired
- Location NameRequired
- Location Address
Action
Write
- OrganizationRequired
- Add Vendor Contact
Action
Write
- OrganizationRequired
- Target TypeRequired
- Target IdRequired
- Task Template NameRequired
- Start Date and Time
- Notify
Action
Write
- OrganizationRequired
- Customer Id
- Customer Name
- This customer is taxable
Action
Write
- OrganizationRequired
- Location IdRequired
- Address
- Name
Action
Write
- OrganizationRequired
- Account Id
- Vendor name
Action
Write
- OrganizationRequired
- Customer Name
Action
Search
- OrganizationRequired
- Location Name
Action
Search
- OrganizationRequired
- Vendor Name
Action
Search

About Groundwork

Groundwork is a virtual sales tool for contractors so they can stop wasting time on bad leads.

Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About JobTread

JobTread is construction estimating & project management software that will help you keep your budget and jobs on track.

Learn more

Related categories

Project Management

PRODUCTS

CAPABILITIES

By team

Groundwork + JobTread

Update customers in JobTread when new videoleads are submitted in Groundwork

New Kickoff Form Submitted

Survey

Create Lead

First NameRequired

Last NameRequired

EmailRequired

PhoneRequired

Defer Survey

Send Survey At

Street Number 1

Street Number 2

City

State

Zip

Customer Contact Updated

OrganizationRequired

Customer Updated

OrganizationRequired

Daily Log Updated

OrganizationRequired

Document Recipient Updated

OrganizationRequired

File Created

OrganizationRequired

Limit files uploaded to this type (optional)

Job Created

OrganizationRequired

Task Created

OrganizationRequired

Vendor Contact Created

OrganizationRequired

Vendor Updated

OrganizationRequired

Create Comment

OrganizationRequired

Comment MessageRequired

Target TypeRequired

Target IdRequired

Assignee Emails

Create Customer Contact

OrganizationRequired

Customer IDRequired

NameRequired

Title

Create Job

OrganizationRequired

Location IDRequired

Description

Name

Account ID

Create Task

OrganizationRequired

NameRequired

Description

Target Type

Target Id

Parent Task Id

Start Date

Start Time

End Date

Task Progress

End Time

Assigned Membership Ids

Task Type Name

Create Vendor Contact

OrganizationRequired

Vendor IDRequired

NameRequired

Title

Query API

Query (JSON)Required

Update Job

OrganizationRequired

Job IdRequired

Description