monday.com + Workiz
Create new monday.com items from new Workiz leads
When a new lead is added in Workiz, this workflow immediately creates a corresponding item in your monday.com board. This ensures you can swiftly start tracking and managing the lead, without manual data entry or switching between platforms. It's a time-saving solution for your lead management process, helping you stay organized and responsive.
When a new lead is added in Workiz, this workflow immediately creates a corresponding item in your monday.com board. This ensures you can swiftly start tracking and managing the lead, without manual data entry or switching between platforms. It's a time-saving solution for your lead management process, helping you stay organized and responsive.
- When this happens...New Lead
Triggers when a new lead 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