Markate + RealWork

Markate + RealWork integrations

Update RealWork jobsites when work orders are completed in Markate

Keep your project management efficient and up-to-date with this seamless workflow. Upon the completion of a work order in Markate, a corresponding job site is created or updated in RealWork. This easy-to-use process ensures consistent data across both platforms, saving you time spent on manual data entry and bolstering productivity.

When this happens...
Work Order CompletedTriggers when a work order status changes to completed or invoiced.
TriggerPolling
automatically do this!
Create or Update JobSiteCreates or Updates a JobSite
ActionWrite

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More things you can do with Markate and RealWork

Discover other triggers and actions you can use with Markate and RealWork

New Call From Kate-Ai Receptionist
Triggers when a new call is added by Kate-AI Receptionist.
Trigger
Polling
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New Customer Group
Triggers when a new customer group is created.
Trigger
Polling
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- Status
- Customer
Trigger
Polling
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- Status
- Type
- Customer Source
Trigger
Polling
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Work Order Completed
Triggers when a work order status changes to completed or invoiced.
Trigger
Polling
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- Customer Type
  Required
- First Name
  Required
- Last Name
- Company
- Email
- Mobile
- Other Phone
- Billing Address
- Suite/Unit
- City
- Zip/Postal Code
- State
- Notes
- Customer Source
- Customer Group
Action
Write
- Customer Type
  Required
- Name
  Required
- Phone
- Other Phone
- Email
- Company
- Address
- Suite/Unit
- City
- Zip
- State
- Source
- Customer Source
- Lead Label
- Notes
Action
Write

New Customer
Triggers when a new customer is added.
Trigger
Polling
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New Customer Source
Triggers when a new customer source is created.
Trigger
Polling
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- Status
- Customer
Trigger
Polling
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New Lead Label
Triggers when a new lead label is added.
Trigger
Polling
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Work Order Scheduled
Triggers when a work order is scheduled.
Trigger
Polling
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- Name
  Required
Action
Write
- Id
  Required
- URL
- Start Date
- End Date
- Address
  Required
- Homeowner Name
- Homeowner Email
- Homeowner Phone
- Job Owner
- Job Description
- Notes
- Geolocation - Latitude
- Geolocation - Longitude
- Tags
- Change Job Status
Action
Write

About Markate

Markate is a business management tool for home service providers, featuring CRM, job management, sales automation, and marketing capabilities.

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Related categories

CRM (Customer Relationship Management)

About RealWork

RealWork is a leading software for home service businesses, helping you get reviews, showcase work, and build trust to grow online.

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Related categories

Marketing Automation