Nearby Now + Workiz

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.
TriggerPolling
automatically do this!
Create Checkin (Address)Create a Checkin using an address to define location.
ActionWrite

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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
Trigger
Polling
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Lead Status Change
Triggers when a lead status is changed
Trigger
Polling
Try It
New Lead
Triggers when a new lead is created.
Trigger
Polling
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- First Name
  Required
- Last name
- Phone Number
- Address
- City
- State
- PostalCode
- Lead start time
- Email address
- Lead source
- Description
- Company
Action
Write
New Customer
Triggers when a new customer is created.
Trigger
Instant
Try It

- Checkin User Email
  Required
- Checkin Message
  Required
- Checkin Street Address
  Required
- Checkin City
  Required
- Checkin State
  Required
- Checkin Postal Code
  Required
- Checkin Country Code
  Required
- Photo
Action
Write
- Checkin User Email
  Required
- Checkin Message
  Required
- Checkin Street Address
  Required
- Checkin City
  Required
- Checkin State
  Required
- Checkin Postal Code
  Required
- Checkin Country Code
  Required
- Customer Name
  Required
- Customer Email
- Customer Phone Number
- Photo
Action
Write

Job Status Change
Triggers when a job status is changed
Trigger
Polling
Try It
New Job
Triggers when a new job is created.
Trigger
Polling
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- First Name
  Required
- Last name
- Phone
- Address
  Required
- City
  Required
- State
- PostalCode
  Required
- Jobs start time
  Required
- Job Type
  Required
- Service Area
- Email address
- Job source
- JobNotes
- Company
- Phone Ext
- Second Phone
- Second Phone Ext
- Unit
- Job End Date Time
- Client Id
Action
Write
New Checkin
Triggers when a new checkin is created.
Trigger
Instant
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New Review Completed
Triggers when a customer completes a review.
Trigger
Instant
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- Checkin User Email
  Required
- Checkin Message
  Required
- Checkin Latitude
  Required
- Checkin Longitude
  Required
- Photo
Action
Write
- Checkin User Email
  Required
- Checkin Message
  Required
- Checkin Latitude
  Required
- Checkin Longitude
  Required
- Customer Name
  Required
- Customer Email
- Customer Phone Number
- Photo
Action
Write

About Nearby Now

Nearby Now's powerful marketing platform drives hyperlocal results for your own website by helping you secure more reviews and create rich local checkins.

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About Workiz

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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Related categories

Scheduling & Booking