SmartSuite + Workiz
SmartSuite + Workiz
Create new records in SmartSuite for every new job in Workiz
Effortlessly manage your work processes with this simple yet efficient automation. When a new job arises in your Workiz app, a corresponding record will be created in the SmartSuite app without you having to do a thing. This allows you to maintain superior organization and control of your responsibilities, improving productivity and efficiency significantly.
- When this happens...New JobTriggers when a new job is created.
- automatically do this!Create RecordTriggers when new record is created.
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More things you can do with Workiz and SmartSuite
Discover other triggers and actions you can use with Workiz and SmartSuite
- 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- SolutionRequired
- TableRequired
Try ItTriggerInstant
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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.
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