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Trello + Workiz

Trello + Workiz

Trello + Workiz integrations

Create cards in Trello for new leads in Workiz

Manage your business activities efficiently with this convenient workflow. When a new lead is detected in the Workiz app, a card is instantly created in Trello. This automation simplifies your lead tracking process, keeping your Trello board up-to-date and enabling you to focus on converting leads into customers. A seamless connection between Workiz and Trello ensures you never miss any valuable lead information.

  1. When this happens...
    New Lead
    New Lead
    New LeadTriggers when a new lead is created.
  2. automatically do this!
    Create Card
    Create Card
    Create CardAdds a new card on a specific board and list.
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More things you can do with Workiz and Trello

Discover other triggers and actions you can use with Workiz and Trello

  • Workiz triggers, actions, and search
    Job Is Done

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

    Trigger
    Polling
    Try It
    • First Name
      Required
    • Last name
    • Phone Number
    • Address
    • City
    • State
    • PostalCode
    • Lead start time
    • Email address
    • Lead source
    • Description
    • Company
    Action
    Write
    • First Name
      Required
    • Last name
    • Phone
    • Address
      Required
    • City
      Required
    • State
    • PostalCode
      Required
    • Jobs start time
      Required
    • Job Type
      Required
    • Service Area
    • Email address
    • Job source
    • JobNotes
    • Company
    • Phone Ext
    • Second Phone
    • Second Phone Ext
    • Unit
    • Job End Date Time
    • Client Id
    Action
    Write
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About Trello
Trello is a team collaboration tool that lets you organize anything and everything to keep your projects on task.
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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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Related Zap Templates

  • Create cards in Trello for every new job in Workiz

 

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