- Job Automation
- Job Completion Tracking
- Job Completion Sync
Update job status and customer information upon completion
This automation category ensures that when a service job or task is marked complete, all related customer records and statuses are automatically updated across your systems. It eliminates manual data entry by synchronizing job closure events with your CRM or database, ensuring real-time accuracy and consistency. As a result, you gain up-to-date customer information, streamlined reporting, and reduced administrative overhead.
Filter by common apps:
AccuLynx
NiceJob
Docusign
Formatter by Zapier
Webhooks by Zapier
Score My Reviews
pulseM
Google Sheets
ServiceM8
Notion
ServiceTitan
Code by Zapier
Filter by Zapier
LeadConnector
The Customer Factor
RealWork
- Retrieve completed jobs from AccuLynx, and update or create contacts in NiceJob
- Update employment status in database when contract is completed in Docusign, and send data via webhook
Update employment status in database when contract is completed in Docusign, and send data via webhook
- Gather completed job data from AccuLynx, and send review requests via Score My Reviews
Gather completed job data from AccuLynx, and send review requests via Score My Reviews
- Retrieve completed jobs from AccuLynx, and send pulseCheck via pulseM
Retrieve completed jobs from AccuLynx, and send pulseCheck via pulseM
- Track completed jobs in AccuLynx, format dates, and update Google Sheets
Track completed jobs in AccuLynx, format dates, and update Google Sheets
- Update Notion database with job completion details from ServiceM8, format dates, and update item
Update Notion database with job completion details from ServiceM8, format dates, and update item
- Retrieve job details from ServiceTitan, filter criteria, and update Google Sheets
Retrieve job details from ServiceTitan, filter criteria, and update Google Sheets
- Update contact and opportunity records in LeadConnector when job is completed in ServiceM8
Update contact and opportunity records in LeadConnector when job is completed in ServiceM8
- Create or update job site in RealWork when job is completed in The Customer Factor
Create or update job site in RealWork when job is completed in The Customer Factor