Nearby Now + Workiz
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.
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 Lead
Triggers 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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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
New Checkin
Triggers when a new checkin is created.
Try It
