Notion + Workiz
Manage new Workiz leads by creating database items in Notion
This workflow springs into action when you receive a new lead in your Workiz app. It promptly creates a corresponding database item in your Notion app, ensuring all lead information is uniformly organized and easily accessible. Streamline your lead management and enhance productivity with this seamless integration.
This workflow springs into action when you receive a new lead in your Workiz app. It promptly creates a corresponding database item in your Notion app, ensuring all lead information is uniformly organized and easily accessible. Streamline your lead management and enhance productivity with this seamless integration.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!Create Database Item
Creates an item in a database.
- Free forever for core features
- 14 day trial for premium features & apps
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
DatabaseRequired
Try It