Jills Office + Workiz

Jills Office + Workiz integrations

Create Workiz leads from new Jill's Office action items

Automatically transform contact information from new Jill's Office action items into Workiz leads.

When this happens...
New Action ItemTriggers when a new action item is created.
TriggerInstant
automatically do this!
Create LeadSchedules a new lead in your Workiz account.
ActionWrite

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More things you can do with Jills Office and Workiz

Discover other triggers and actions you can use with Jills Office and Workiz

New Action Item
Triggers when a new action item is created.
Trigger
Instant
Try It
- First Name
- Last Name
- Email
- Phone Number
  Required
- Source
  Required
- More information
Action
Write
Job Status Change
Triggers when a job status is changed
Trigger
Polling
Try It
New Job
Triggers when a new job is created.
Trigger
Polling
Try It
- First Name
  Required
- Last name
- Phone
- Address
  Required
- City
  Required
- State
- PostalCode
  Required
- Jobs start time
  Required
- Job Type
  Required
- Service Area
- Email address
- Job source
- JobNotes
- Company
- Phone Ext
- Second Phone
- Second Phone Ext
- Unit
- Job End Date Time
- Client Id
Action
Write

New Contact
Triggers when a new contact is created.
Trigger
Instant
Try It
Job Is Done
Triggers when a job is completed and status has changed to Done
Trigger
Polling
Try It
Lead Status Change
Triggers when a lead status is changed
Trigger
Polling
Try It
New Lead
Triggers when a new lead is created.
Trigger
Polling
Try It
- First Name
  Required
- Last name
- Phone Number
- Address
- City
- State
- PostalCode
- Lead start time
- Email address
- Lead source
- Description
- Company
Action
Write

About Jills Office

Jill's Office is a virtual receptionist center that answers calls and website chats for your business.

HelpHelp

Related categories

CRM (Customer Relationship Management)

About Workiz

Workiz makes it easier than ever for service business owners to run their business, save time, make their team more efficient and their business more profitable.

Learn moreLearn moreHelpHelp

Related categories

Scheduling & Booking