Microsoft Outlook + Workiz
Send an email in Microsoft Outlook when jobs are done in Workiz
Easily keep track of completed tasks with this straightforward automation. When a job status updates to 'Done' in Workiz, an email notifies relevant parties via Microsoft Outlook. This workflow provides a seamless link between task completion and communication, ensuring everyone stays in the loop without manual effort. No need to check the app, you can get immediate updates directly in your inbox.
Easily keep track of completed tasks with this straightforward automation. When a job status updates to 'Done' in Workiz, an email notifies relevant parties via Microsoft Outlook. This workflow provides a seamless link between task completion and communication, ensuring everyone stays in the loop without manual effort. No need to check the app, you can get immediate updates directly in your inbox.
- When this happens...Job Is Done
Triggers when a job is completed and status has changed to Done
- automatically do this!Send Email
Send an email from your Outlook account.
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Job Is Done
Triggers when a job is completed and status has changed to Done
Try ItLead Status Change
Triggers when a lead status is changed
Try ItNew Lead
Triggers when a new lead is created.
Try ItFirst NameRequired
Last name
Phone Number
Address
City
State
PostalCode
Lead start time
Email address
Lead source
Description
Company
Job Status Change
Triggers when a job status is changed
Try ItNew Job
Triggers when a new job is created.
Try ItFirst 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
Calendar
Time BeforeRequired
Time Before (Unit)Required
Try It
