JobProgress + RepCard
Create new RepCard contacts from new JobProgress customers
Keep your customer data up-to-date across your platforms with this easy automation. When a new customer is added in JobProgress, a corresponding contact will be created in RepCard. This enables a consistent flow of information, making sure all your databases are continually aligned and updated — reducing manual data entry and ensuring accuracy.
Keep your customer data up-to-date across your platforms with this easy automation. When a new customer is added in JobProgress, a corresponding contact will be created in RepCard. This enables a consistent flow of information, making sure all your databases are continually aligned and updated — reducing manual data entry and ensuring accuracy.
- When this happens...New Customer
New Customer from jobprogress
- automatically do this!Create Contact
This will create a contact in RepCard.
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New Customer
New Customer from jobprogress
Try ItLead Id
Job Id / Job Number (8888-9999-01)
Documents ListRequired
Lead IdRequired
Value
Latitude
Longitude
Address
City
House Number
Street
Zip Code
State
Country
Company
Documents List
First NameRequired
Last Name
EmailRequired
Phone
Salesman / Customer Rep
Job Rep / Estimator
Job Description
Referral
Trigger when any appointment is changed to the status(s) below:Required
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New Lead
New Lead from JobProgress
Try ItIDRequired
First NameRequired
Last Name
PhoneRequired
EmailRequired
Company Name
Address
City
State
Zip Code
Country
Lead IdRequired
Value
Latitude
Longitude
Address
City
House Number
Street
Zip Code
State
Country
Company
Documents List
First NameRequired
Last Name
EmailRequired
Phone
Appointment Set
Triggers when a new Appointment is created for any contact.
Try It
