Referral Factory + Workiz
Referral Factory + Workiz
Referral Factory + Workiz integrations
Add new users in Referral Factory when jobs are done in Workiz
Keep track of completed tasks and manage recommendations effectively with this seamless workflow. When a job is finished in Workiz, a new user will be added to the Referral Factory, ensuring that all your top performers are reflected in your referral program immediately. This automated process not only streamlines user management but also drives increased engagement in your referral programs.
- When this happens...Job Is DoneTriggers when a job is completed and status has changed to Done
- automatically do this!Add New UserTriggers when a new user has been referred to your campaign. This is often called a new referred lead.
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More things you can do with Workiz and Referral Factory
Discover other triggers and actions you can use with Workiz and Referral Factory
- Job Is Done
Triggers when a job is completed and status has changed to Done
Try ItTriggerPolling - Lead Status Change
Triggers when a lead status is changed
Try ItTriggerPolling - New Lead
Triggers when a new lead is created.
Try ItTriggerPolling - First NameRequired
- Last name
- Phone Number
- Address
- City
- State
- PostalCode
- Lead start time
- Email address
- Lead source
- Description
- Company
ActionWrite
- Job Status Change
Triggers when a job status is changed
Try ItTriggerPolling - New Job
Triggers when a new job is created.
Try ItTriggerPolling - First 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
ActionWrite- CampaignRequired
- Which users should we send?Required
Try ItTriggerInstant
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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.
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