Create contacts in Signpost from new Workiz jobs
Create contacts in Signpost accounts once new jobs are created in Workiz.
Create contacts in Signpost accounts once new jobs are created in Workiz.
- When this happens...New Job
Triggers when a new job is created.
- automatically do this!Create or Update Contact
Creates a Contact, or updates the Contact if it already exists.
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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