SendJim + Workiz

SendJim + Workiz integrations

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 this happens...
Job Is DoneTriggers when a job is completed and status has changed to Done
TriggerPolling
automatically do this!
Send Neighbor MailingSend neighbor mailing to the provided address
ActionWrite

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More things you can do with Workiz and SendJim

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

Job Is Done
Triggers when a job is completed and status has changed to Done
Trigger
Polling
Try It
Lead Status Change
Triggers when a lead status is changed
Trigger
Polling
Try It
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
- First Name
- Last Name
- Address Line 1
  Required
- Address Line 2
- City
  Required
- State
  Required
- Postal Code
  Required
- Phone Number
- Email
- Tags
Action
Write

- First Name
- Last Name
- Address Line 1
  Required
- Address Line 2
- City
  Required
- State
  Required
- Postal Code
  Required
- Phone Number
- Email
- Template
  Required
- Tags
- Trigger Frequency
  Required
Action
Write

Job Status Change
Triggers when a job status is changed
Trigger
Polling
Try It
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
- Timing
  Required
- Templates
Trigger
Instant
Try It
- First Name
- Last Name
- Address Line 1
  Required
- Address Line 2
- City
  Required
- State
  Required
- Postal Code
  Required
- Phone Number
- Email
- Number of neighbors to mail
  Required
- Same street only
  Required
- Template
  Required
- Tags
- Trigger Frequency
  Required
Action
Write

About SendJim

SendJim is a way to quickly send custom gifts, postcards, and more to your customers.

Learn moreLearn moreHelpHelp

Related categories

Marketing

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

Related Zap Templates

Send QuickSends in SendJim when new jobs are done in Workiz

Send neighbor mailings in SendJim for new jobs in Workiz