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.
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
- automatically do this!Create Transaction
Add a Transaction to a Contact, automatically creating a new Contact if it does not already exist.
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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
Instructions
LocationRequired
Full Name
First Name
Last Name
Email Address
Phone Number
TimestampRequired