monday.com + Workiz
Create and manage items in monday.com for every new job in Workiz
Boost your productivity with this powerful workflow that seamlessly links Workiz and monday.com. Whenever a new job is added in Workiz, this workflow takes over and promptly creates an item in monday.com, ensuring that no task slips through the cracks. Experience heightened efficiency as you delegate assignments correctly within your team while also keeping track of them with ease and precision. Empower your project management with this straightforward automation.
Boost your productivity with this powerful workflow that seamlessly links Workiz and monday.com. Whenever a new job is added in Workiz, this workflow takes over and promptly creates an item in monday.com, ensuring that no task slips through the cracks. Experience heightened efficiency as you delegate assignments correctly within your team while also keeping track of them with ease and precision. Empower your project management with this straightforward automation.
- When this happens...New Job
Triggers when a new job is created.
- automatically do this!Create Item
Create a new Item in a board
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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
Board IDRequired
Try It
