Signpost + Workiz integrations
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 DoneTriggers when a job is completed and status has changed to Done
- automatically do this!Create TransactionAdd a Transaction to a Contact, automatically creating a new Contact if it does not already exist.
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More things you can do with Workiz and Signpost
Discover other triggers and actions you can use with Workiz and Signpost
- 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- Instructions
- LocationRequired
- Full Name
- First Name
- Last Name
- Email Address
- Phone Number
- TimestampRequired
ActionWrite
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