SendJim + Workiz
Trigger neighbor mailings in SendJim when Workiz jobs complete
When a job is set to 'finished' in Workiz, companies currently have to manually send their job's neighbors' cards manually in SendJim. This integration allows for a preset card or cards to be sent to a designated amount of addresses around their completed job, automatically. This saves time in helping them get new customers around existing ones who are already happy with their work.
When a job is set to 'finished' in Workiz, companies currently have to manually send their job's neighbors' cards manually in SendJim. This integration allows for a preset card or cards to be sent to a designated amount of addresses around their completed job, automatically. This saves time in helping them get new customers around existing ones who are already happy with their work.
- When this happens...Job Is Done
Triggers when a job is completed and status has changed to Done
- automatically do this!Send Neighbor Mailing
Send Neighbor mailing to the provided address
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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
FirstName
LastName
StreetAddressRequired
CityRequired
StateRequired
PostalCodeRequired
PhoneNumber
Email
Tags