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pulseM + Workiz

pulseM + Workiz

pulseM + Workiz integrations

Send pulsechecks in pulseM when jobs are done in Workiz

Optimize your workflow with this efficient automation. Upon completion of a job in Workiz, a pulseCheck action is instantly sent in pulseM, streamlining your process and ensuring no task goes unchecked. No need for manual checking or transferring of tasks, this solution boosts your work productivity and simplifies task management.

  1. When this happens...
    Job Is Done
    Job Is Done
    Job Is DoneTriggers when a job is completed and status has changed to Done
    TriggerPolling
  2. automatically do this!
    Send pulseCheck
    Send pulseCheck
    Send pulseCheckSend a pulseM pulseCheck to your customer.
    ActionWrite
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More things you can do with Workiz and pulseM

Discover other triggers and actions you can use with Workiz and pulseM

  • Workiz triggers, actions, and search
    Job Is Done

    Triggers when a job is completed and status has changed to Done

    Trigger
    Polling
    Try It
  • Workiz triggers, actions, and search
    Lead Status Change

    Triggers when a lead status is changed

    Trigger
    Polling
    Try It
  • Workiz triggers, actions, and search
    New Lead

    Triggers when a new lead is created.

    Trigger
    Polling
    Try It
    • First Name
      Required
    • Last name
    • Phone Number
    • Address
    • City
    • State
    • PostalCode
    • Lead start time
    • Email address
    • Lead source
    • Description
    • Company
    Action
    Write
  • Workiz triggers, actions, and search
    Job Status Change

    Triggers when a job status is changed

    Trigger
    Polling
    Try It
  • Workiz triggers, actions, and search
    New Job

    Triggers when a new job is created.

    Trigger
    Polling
    Try It
    • 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
    • Customer Phone
    • Customer Email
    • Customer Name
    • Customer Address
    • Technician
    Action
    Write
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About pulseM
PulseM is a customer engagement tool for the home services market which helps you to stay connected with your customers.
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Related categories
CRM (Customer Relationship Management)
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workiz logo
workiz logo
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.
Learn moreLearn moreHelpHelp
Related categories
Scheduling & Booking