Quo + Workiz
Create or update Quo contacts for new Workiz leads
Effortlessly keep your Quo contacts up-to-date with this workflow. Whenever a new lead is added in Workiz, the automation will create or update the contact in your Quo app. This ensures that your sales and support teams always have the latest information at their fingertips, streamlining their communication and making lead management a breeze.
Effortlessly keep your Quo contacts up-to-date with this workflow. Whenever a new lead is added in Workiz, the automation will create or update the contact in your Quo app. This ensures that your sales and support teams always have the latest information at their fingertips, streamlining their communication and making lead management a breeze.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!Create or Update Contact
Creates a contact or updates an existing contact.
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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
Select Phone NumbersRequired
Try It