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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.

  1. When this happens...
    WorkizWorkiz
    Job Is Done

    Triggers when a job is completed and status has changed to Done

    TriggerScheduled
  2. automatically do this!
    SignpostSignpost
    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?
  • Workiz triggers, actions, and search

    Job Is Done

    Triggers when a job is completed and status has changed to Done

    Trigger
    Scheduled
    Try It
    • First NameRequired

    • Last name

    • Phone Number

    • Address

    • City

    • State

    • PostalCode

    • Lead start time

    • Email address

    • Lead source

    • Description

    • Company

    Action
    Write
    • 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

    Action
    Write
    • Instructions

    • LocationRequired

    • Full Name

    • First Name

    • Last Name

    • Email Address

    • Phone Number

    • TimestampRequired

    Action
    Write
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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
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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.

Related categories