involve.me + Workiz
Create Workiz jobs from new involve.me completed submissions
Effortlessly streamline and organize your involve.me submissions and Workiz job management with this efficient workflow. Whenever a new completed submission occurs in involve.me, a job will be created in Workiz, ensuring a seamless process for handling your leads and tasks. Save time and focus on your core business activities while this automation handles the heavy lifting.
Effortlessly streamline and organize your involve.me submissions and Workiz job management with this efficient workflow. Whenever a new completed submission occurs in involve.me, a job will be created in Workiz, ensuring a seamless process for handling your leads and tasks. Save time and focus on your core business activities while this automation handles the heavy lifting.
- When this happens...
- automatically do this!Create Job
Schedules a new job in your Workiz account.
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- 14 day trial for premium features & apps
involve.me ProjectRequired
Try ItJob 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
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
