Nearby Now + Workiz integrations
Create Nearby Now checkins from new Workiz leads
Simplify your digital workflow between Workiz and Nearby Now with this smart solution. Whenever a new lead pops up in Workiz, this automation will create a check-in at the specified address in your Nearby Now app. Save time on manual data entry and ensure your team always has the most updated information for site visits. Increase workplace efficiency and prioritize lead management with this simple yet powerful automation.
- When this happens...New LeadTriggers when a new lead is created.
- automatically do this!Create Checkin (Address)Create a Checkin using an address to define location.
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More things you can do with Workiz and Nearby Now
Discover other triggers and actions you can use with Workiz and Nearby Now
- Job Is Done
Triggers when a job is completed and status has changed to Done
Try ItTriggerPolling - Lead Status Change
Triggers when a lead status is changed
Try ItTriggerPolling - New Lead
Triggers when a new lead is created.
Try ItTriggerPolling - First NameRequired
- Last name
- Phone Number
- Address
- City
- State
- PostalCode
- Lead start time
- Email address
- Lead source
- Description
- Company
ActionWrite
- Job Status Change
Triggers when a job status is changed
Try ItTriggerPolling - New Job
Triggers when a new job is created.
Try ItTriggerPolling - First 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
ActionWrite- New Checkin
Triggers when a new checkin is created.
Try ItTriggerInstant
Related categories
Workiz makes it easier than ever for service business owners to run their business, save time, make their team more efficient and their business more profitable.
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