JobTread + Wingmate

JobTread + Wingmate integrations

Create new JobTread customers from new Wingmate leads

Easily keep track of your leads with this convenient workflow between Wingmate and JobTread. As soon as a new lead is generated in Wingmate, the workflow will promptly create a customer in JobTread. The automation not only saves time but ensures no lead goes unnoticed in your customer management process. It's the perfect solution for a seamless connection between your sales and customer management.

When this happens...
Lead CreatedTriggers when a new lead is created.
TriggerInstant
automatically do this!
Create CustomerCreate a new customer including optional contacts, locations, and jobs.
ActionWrite

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More things you can do with Wingmate and JobTread

Discover other triggers and actions you can use with Wingmate and JobTread

Comment Deleted
Triggers when a comment is deleted.
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Instant
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Lead Deleted
Triggers when a lead is deleted. A hidden lead can be restored later, your app can be aleted to this using the 'Lead Restored' trigger.
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Instant
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Action Created
Triggers when a new action request is created.
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Chase Created
Triggers when a new chase is created.
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Instant
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Contact Created
Triggers when a new contact is created.
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Instant
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Lead Link Created
Triggers when two Leads are Linked together.
Trigger
Instant
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Purchase Created
Triggers when a new purchase is created.
Trigger
Instant
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Status Update Created
Triggers when a new status update is created.
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Action Updated
Triggers when a is updated.
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Comment Updated
Triggers when a is updated.
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Lead Updated
Triggers when a lead is updated.
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Instant
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- Lead ID
  Required
- User ID
  Required
- Text
  Required
Action
Write
- Lead ID
  Required
- Contact Name
- Contact Email
Action
Write
- User ID
  Required
- Price
- Purchasable ID
  Required
Action
Write
- Lead ID
  Required
- User ID
  Required
- Created By ID
  Required
- Amount
  Required
Action
Write
- Lead ID
- Comment ID
  Required
- Text
  Required
Action
Write
- Lead ID
  Required
- Name
- Owner ID(s)
- Description
- Address
- Latitude
- Longitude
- Status
- Rating
- Value
- Recording URL
- Photo URLs
- Updated By User ID
  Required
Action
Write
- Lead ID
- Owner IDs
- Address
- Latitude
- Longitude
- Status
Action
Search
- Lead ID
  Required
Action
Search
- Organization
  Required
Trigger
Instant
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- Organization
  Required
Trigger
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- Organization
  Required
Trigger
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- Organization
  Required
Trigger
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- Organization
  Required
Trigger
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- Organization
  Required
Trigger
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- Organization
  Required
- Limit files uploaded to this type (optional)
Trigger
Instant
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- Organization
  Required
Trigger
Instant
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- Organization
  Required
Trigger
Instant
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- Organization
  Required
Trigger
Instant
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- Organization
  Required
Trigger
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- Assignee
  Required
- Target Type
  Required
- Target Id
  Required
- Notify
Action
Write
- Organization
  Required
- Add Customer Contact
- Add Location
- Add Files to Customer
Action
Write
- Organization
  Required
- Job ID
  Required
- Date
  Required
- Notes
- Notify assignees
- Assignees
Action
Write
- Organization
  Required
- Account ID
  Required
- Location Name
  Required
- Location Address
Action
Write
- Organization
  Required
- Add Vendor Contact
Action
Write
- Organization
  Required
- Target Type
  Required
- Target Id
  Required
- Task Template Name
  Required
- Start Date and Time
- Notify
Action
Write
- Organization
  Required
- Customer Id
- Customer Name
- This customer is taxable
Action
Write
- Organization
  Required
- Location Id
  Required
- Address
- Name
Action
Write
- Organization
  Required
- Account Id
- Vendor name
Action
Write
- Organization
  Required
- Customer Name
Action
Search
- Organization
  Required
- Location Name
Action
Search
- Organization
  Required
- Vendor Name
Action
Search

Contact Deleted
Triggers when a contact is deleted.
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Reminder Deleted
Triggers when a reminder is deleted.
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Attachment Created
Triggers when a new Attachment is created.
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Comment Created
Triggers when a new comment is created.
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Instant
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Lead Created
Triggers when a new lead is created.
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Ownership Created
Triggers when a new owner is added to a Lead, creating an Ownership.
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Reminder Created
Triggers when a new reminder request is created.
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Lead Restored
Triggers when a lead is restored from the trash.
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Chase Updated
Triggers when a chase is updated.
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Contact Updated
Triggers when a contact is updated.
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Reminder Updated
Triggers when a is updated.
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- Lead ID
  Required
- User ID
  Required
- Type
- Text
  Required
- Recording URL
- Photo URLs
- Fulfilled Action
Action
Write
- Worker ID
  Required
- Owner IDs
- Name
  Required
- Description
  Required
- Address
- Latitude
- Longitude
- Status
- Rating
- Amount
- Recording URL
- Photo URLs
Action
Write
- Lead ID
  Required
- User IDs
  Required
- Created By ID
  Required
- Description
- Date
  Required
Action
Write
- Lead ID
- Action ID
  Required
- Text
- Fulfilling Comment ID
Action
Write
- Contact ID
  Required
- Contact Name
- Contact Email
Action
Write
- Lead ID
- Reminder ID
  Required
- User IDs
- Date
- Description
- Completed At
- Cancelled At
Action
Write
- Contact ID
- Name
Action
Search
- Lead ID
Action
Search
- Organization
  Required
Trigger
Instant
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- Organization
  Required
Trigger
Instant
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- Organization
  Required
Trigger
Instant
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- Organization
  Required
Trigger
Instant
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- Organization
  Required
Trigger
Instant
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- Organization
  Required
Trigger
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- Organization
  Required
- Limit files updated to this type (optional)
Trigger
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- Organization
  Required
Trigger
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- Organization
  Required
Trigger
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- Organization
  Required
Trigger
Instant
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- JavaScript Code
  Required
Action
Write
- Organization
  Required
- Comment Message
  Required
- Target Type
  Required
- Target Id
  Required
- Assignee Emails
Action
Write
- Organization
  Required
- Customer ID
  Required
- Name
  Required
- Title
Action
Write
- Organization
  Required
- Location ID
  Required
- Description
- Name
- Account ID
Action
Write
- Organization
  Required
- Name
  Required
- Description
- Is To-Do
- Target Type
- Target Id
- Parent Task Id
- Start Date
- Start Time
- End Date
- Task Progress
- End Time
- Assigned Membership Ids
- Assigned Emails
- Task Type Name
Action
Write
- Organization
  Required
- Vendor ID
  Required
- Name
  Required
- Title
Action
Write
- Query (JSON)
  Required
Action
Write
- Organization
  Required
- Job Id
  Required
- Description
- Name
- Closed On
Action
Write
- Organization
  Required
- Task Id
  Required
- Task name
- Task Description
- Task Progress
- Parent Task Id
- Start Date
- Start Time
- End Date
- End Time
- Assigned Membership Ids
- Task Type Name
Action
Write
- Organization
  Required
- File URLs
  Required
- Target Type
- Target Id
- File Tag Names
- File Folder
Action
Write
- Organization
  Required
- Job Number
- Job Name
Action
Search
- Organization
  Required
- User Email
- User Name
Action
Search

About JobTread

JobTread is construction estimating & project management software that will help you keep your budget and jobs on track.

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Related categories

Project Management

About Wingmate

Grow, engage & simplify with the #1 in-field solution. Wingmate makes it easy for your people on-the-go to capture information and bridge communication.

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Related categories

CRM (Customer Relationship Management)

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