Update LeadSimple processes when SiteCapture project statuses are updated
Effortlessly keep your project statuses up to date with this workflow. When a project status is updated in SiteCapture, it triggers an update in the process action within LeadSimple, ensuring your team always has the most current information. Streamline your project management and improve communication between the two platforms with this handy automation.
Effortlessly keep your project statuses up to date with this workflow. When a project status is updated in SiteCapture, it triggers an update in the process action within LeadSimple, ensuring your team always has the most current information. Streamline your project management and improve communication between the two platforms with this handy automation.
- When this happens...Project Status Updated
Triggers when the project status has been updated.
- automatically do this!Update Process
Updates a Process. You'll need to specify a Process Type and a Stage.
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Template Key
StatusRequired
Include Images and Report
Include originals (high res) in images zip file
Only include flagged photos in images zip file
Include folders in images zip file
Include Template Fields
Report Type
Retrieve only recent projects updated in 60 minutes
Maximum number of Projects to retrieve
Try ItProject IdRequired
User IdRequired
Notify User
Remove Previous Assignee Access
Project IdRequired
Project IdRequired
Send initial Email
Send Email Reminders
Project IdRequired
Template KeyRequired
Container Project Id
Project IdRequired
Project IdRequired
Due date
Status
Fields