HeyPros + Kopperfield
HeyPros + Kopperfield
Create HeyPros work orders when new Kopperfield deposits are received
Simplify your workload with this efficient workflow. When a deposit is received in Kopperfield, it prompts the generation of a new work order in HeyPros. This automatic process not only saves time but also ensures that your projects move forward without a hitch, every time a payment is made.
- When this happens...Deposit ReceivedTriggers when Kopperfield received a deposit payment from the customer.
- automatically do this!Create Work OrderCreates a new Work Order
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More things you can do with Kopperfield and HeyPros
Discover other triggers and actions you can use with Kopperfield and HeyPros
- Appointment Created
Triggers when an appointment is created.
Try ItTriggerInstant - Deposit Received
Triggers when Kopperfield received a deposit payment from the customer.
Try ItTriggerInstant - Payment Received
Triggers when Kopperfield received a payment from the customer.
Try ItTriggerInstant - Project Pairing Status Updated
Triggers when a project has either been accepted or declined by a provider. For use by Kopperfield partners.
Try ItTriggerInstant
- Bid Accepted
Triggers when a bid is accepted by the customer
Try ItTriggerInstant - Document Pushed
[BETA] Triggers when someone pushes a document (load calculation, panel schedule, or fault current calculation) from Kopperfield. Includes a download link to the document's PDF and its job metadata, so you can forward it to systems like ServiceTitan.
Try ItTriggerInstant - Project Created
Triggers when a project is created.
Try ItTriggerInstant - Location/Group
Try ItTriggerInstant
