Jobber + Workiz

Create new Workiz leads from every new Jobber quote

Turn every new quote from Jobber into a lead on Workiz with this efficient business solution. Each time you generate a quote in Jobber, this workflow instantly creates a new lead in Workiz, helping you optimize sales opportunities. It enables you to effortlessly manage your sales funnel, eliminating the need for manual data entry and maximizing time productivity.

When this happens...
New Quote
Triggers when a quote is created.
TriggerInstant
automatically do this!
Create Lead
Schedules a new lead in your Workiz account.
ActionWrite

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Supported triggers and actions

What does this mean?

New Client
Triggers when a client is created.
Trigger
Instant
Try It
New Job Completion
Triggers when a job completion is created.
Trigger
Instant
Try It
New Quote
Triggers when a quote is created.
Trigger
Instant
Try It
- First Name
- Last Name
- Company Name
- Email Address
- Phone Number
- Street 1
- Street 2
- City
- State/Province
- Country
- Zip/Postal Code
Action
Write
- ClientRequired
Action
Write

- Client Name or Company Name
- Email Address
- First Name
- Last Name
- Company Name
- Email Address
- Phone Number
- Street 1
- Street 2
- City
- State/Province
- Country
- Zip/Postal Code
Action
Search or write
Job Status Change
Triggers when a job status is changed
Trigger
Scheduled
Try It

New Job
Triggers when a new job is created.
Trigger
Scheduled
Try It
- First 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
Action
Write

New Invoice
Triggers when an invoice is created.
Trigger
Instant
Try It
New Quote Approval
Triggers when a quote approval is created.
Trigger
Instant
Try It
New Request
Triggers when a request is created.
Trigger
Instant
Try It
- ClientRequired
- Add another line item?
Action
Write
- Client Name or Company Name
- Email Address
Action
Search
Job Is Done
Triggers when a job is completed and status has changed to Done
Trigger
Scheduled
Try It
Lead Status Change
Triggers when a lead status is changed
Trigger
Scheduled
Try It
New Lead
Triggers when a new lead is created.
Trigger
Scheduled
Try It
- First NameRequired
- Last name
- Phone Number
- Address
- City
- State
- PostalCode
- Lead start time
- Email address
- Lead source
- Description
- Company
Action
Write

About Jobber

Jobber is the command centre for home service businesses. Our easy-to-use app powers sales, operations, and customer service—all in one place.

Learn more

Related categories

Scheduling & Booking

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.

Related categories

Scheduling & Booking

PRODUCTS

CAPABILITIES

By team

Jobber + Workiz

Create new Workiz leads from every new Jobber quote

New Client

New Job Completion

New Quote

Create Client

First Name

Last Name

Company Name

Email Address

Phone Number

Street 1

Street 2

City

State/Province

Country

Zip/Postal Code

Create Request

Find or Create Client

Client Name or Company Name

Email Address

First Name

Last Name

Company Name

Email Address

Phone Number

Street 1

Street 2

City

State/Province

Country

Zip/Postal Code

Job Status Change

New Job

Create Job

First 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

New Invoice

New Quote Approval

New Request

Create Quote

ClientRequired

Add another line item?

Find Client

Client Name or Company Name

Email Address

Job Is Done

Lead Status Change

New Lead

Create Lead

First NameRequired

Last name

Phone Number

Address

City

State

PostalCode

Lead start time

Email address