Quo + Workiz
Create or update Quo contacts for new Workiz jobs
Streamline your client communication by connecting Workiz and Quo with this efficient workflow. When a new job is added in Workiz, this automation will either create or update the contact information in Quo. Keep your phone contacts up-to-date and never miss a client opportunity again.
Streamline your client communication by connecting Workiz and Quo with this efficient workflow. When a new job is added in Workiz, this automation will either create or update the contact information in Quo. Keep your phone contacts up-to-date and never miss a client opportunity again.
- When this happens...New Job
Triggers when a new job 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