Signpost + Workiz

Create Signpost transactions for customers when new jobs are completed in Workiz

Automatically send customer information to Signpost once jobs have been marked done in Workiz. Signpost receives the necessary contacts and job status information to help automate the review generation process. Customers then are added to any active customer campaigns set up to help drive repeat business.

When this happens...
Job Is Done
Triggers when a job is completed and status has changed to Done
TriggerScheduled
automatically do this!
Create Transaction
Add a Transaction to a Contact, automatically creating a new Contact if it does not already exist.
ActionWrite

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Supported triggers and actions

What does this mean?

Job Is Done
Triggers when a job is completed and status has changed to Done
Trigger
Scheduled
Try It
Lead Status Change
Triggers when a lead status is changed
Trigger
Scheduled
Try It
New Lead
Triggers when a new lead is created.
Trigger
Scheduled
Try It
- First NameRequired
  Lead's client first name
- Last name
  Leads's client last name
- Phone Number
  Lead's contact phone number
- Address
  Lead's service address
- City
  Lead's service location city
- State
  Lead's service location state
- PostalCode
  Lead's service address zip code
- Lead start time
  Lead start date and time
- Email address
  Lead's client email address
- Lead source
  The source of this lead (Google, yelp...)
- Description
  A description for what needs to be done
- Company
  Client's company name
Action
Write
- Instructions
  At least one Email Address or Phone Number is required. Optionally supply either Full Name or First/Last Name, but not both.
- LocationRequired
- Full Name
- First Name
- Last Name
- Email Address
- Phone Number
- Lifecycle Stage
  Initial Lifecycle stage for new Contact. Not used if an existing Contact is updated.
Action
Write

- Instructions
  At least one of Email Address or Phone Number is required.
  Exactly one of Amount in Dollars or Amount in Cents is required.
  Optionally supply either Full Name or First/Last Name, but not both.
- LocationRequired
- Full Name
- First Name
- Last Name
- Email Address
- Phone Number
- IDRequired
  Unique ID used to update an existing Estimate
- LabelRequired
  Short display name shown in Merchant Center
- Workflow StageRequired
- Amount in Dollars
  Amount of Estimate in Dollars with decimal Cents, for example 49.99
- Amount in Cents
  Amount of Estimate in Cents, for example 4999
- URL
  URL to display Estimate details
- Description
  Long description with any extra details
- Deleted
Action
Write
- Instructions
  Optionally supply either Full Name or First/Last Name, but not both.
  Exactly one of Duration in Minutes or Duration in Seconds is required.
- LocationRequired
- Full Name
- First Name
- Last Name
- Phone NumberRequired
- TimestampRequired
- Duration in Minutes
- Duration in Seconds
- TypeRequired
  Type of phone call: incoming from Contact to your business, or outgoing from your business to Contact
Action
Write

Job Status Change
Triggers when a job status is changed
Trigger
Scheduled
Try It
New Job
Triggers when a new job is created.
Trigger
Scheduled
Try It
- First NameRequired
  Job's client first name
- Last name
  Job's client last name
- Phone
  Job's contact phone number
- AddressRequired
  Job's service address
- CityRequired
  Job's service location city
- State
  Job's service location state
- PostalCodeRequired
  Job's service address zip code
- Jobs start timeRequired
  Job start date and time
- Job TypeRequired
  The Job's type (Repair, Service...)
- Service Area
  The service area of this job. This only applies if your account uses the Metro areas addon
- Email address
  Job's client email address
- Job source
  The source of this job (Google, yelp...)
- JobNotes
  A description for what needs to be done
- Company
  The client's company name
- Phone Ext
- Second Phone
- Second Phone Ext
- Unit
- Job End Date Time
- Client Id
Action
Write
- Instructions
  At least one of Email Address or Phone Number is required. Optionally supply either Full Name or First/Last Name, but not both.
- LocationRequired
- Full Name
- First Name
- Last Name
- Email Address
- Phone Number
- TimestampRequired
Action
Write
- Instructions
  Optionally supply either Full Name or First/Last Name, but not both.
- LocationRequired
- Full Name
- First Name
- Last Name
- Email AddressRequired
- TimestampRequired
  DateTime email was sent or received
- Subject
- TypeRequired
  Type of email: incoming from Contact to your business, or outgoing from your business to the Contact
Action
Write
- Instructions
  At least one of Email Address or Phone Number is required.
  Exactly one of Amount in Dollars or Amount in Cents is required.
  Optionally supply either Full Name or First/Last Name, but not both.
- LocationRequired
- Full Name
- First Name
- Last Name
- Email Address
- Phone Number
- IDRequired
  Unique ID used to update an existing Job
- LabelRequired
  Short display name shown in Merchant Center
- Start TimestampRequired
- End TimestampRequired
- Workflow StageRequired
- Amount in Dollars
  Amount of Job in Dollars with decimal Cents, for example 49.99
- Amount in Cents
  Amount of Job in Cents, for example 4999
- URL
  URL to display Job details
- Description
  Long description with any extra information
- Deleted
Action
Write
- Instructions
  At least one of Email Address or Phone Number is required.
  Exactly one of Amount in Dollars or Amount in Cents is required.
  Optionally supply either Full Name or First/Last Name, but not both.
- LocationRequired
- Full Name
- First Name
- Last Name
- Email Address
- Phone Number
- Amount in Dollars
  Amount of Transaction in Dollars with decimal Cents, for example 49.99
- Amount in Cents
  Amount of Transaction in Cents, for example 4999
- TimestampRequired
Action
Write

About Signpost

Signpost is a complete and automated solution to get more and better reviews, win new customers, and increase repeat business.

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 more

Related categories

Scheduling & Booking

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Signpost + Workiz

Create Signpost transactions for customers when new jobs are completed in Workiz

Job Is Done

Lead Status Change

New Lead

Create Lead

First NameRequired

Last name

Phone Number

Address

City

State

PostalCode

Lead start time

Email address

Lead source

Description

Company

Create or Update Contact

Instructions

LocationRequired

Full Name

First Name

Last Name

Email Address

Phone Number

Lifecycle Stage

Create or Update Estimate

Instructions

LocationRequired

Full Name

First Name

Last Name

Email Address

Phone Number

IDRequired

LabelRequired

Workflow StageRequired

Amount in Dollars

Amount in Cents

URL

Description

Deleted

Create Phone Call Interaction

Instructions

LocationRequired

Full Name

First Name

Last Name

Phone NumberRequired

TimestampRequired

Duration in Minutes

Duration in Seconds

TypeRequired

Job Status Change

New Job

Create Job

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

Create Appointment

Instructions

LocationRequired