Create new ClockShark jobs when proposals are accepted in DripJobs
Once a proposal is accepted in DripJobs, initiate a seamless workflow to immediately create a job in ClockShark. This automation assists in organizing your workflow and ensures every accepted proposal quickly and efficiently transforms into an actionable job. It simplifies task management and frees up valuable time that can be better utilized for core business tasks.
Once a proposal is accepted in DripJobs, initiate a seamless workflow to immediately create a job in ClockShark. This automation assists in organizing your workflow and ensures every accepted proposal quickly and efficiently transforms into an actionable job. It simplifies task management and frees up valuable time that can be better utilized for core business tasks.
- When this happens...Proposal Accepted
Triggers when a proposal is marked accepted in dripjobs.
- automatically do this!Create Job
Creates a new job.
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Booking Form Submitted
Triggers when a new Appointment request is submitted in dripjobs.
Try ItCustom Event Scheduled
Triggers when a custom event is scheduled in dripjobs.
Try ItNew Lead Created
Triggers when a new lead is created in dripjobs.
Try ItProject Stage Changed
Triggers when a project stage is changed in dripjobs
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Card Label Changed
Triggers when a card label is changed
Try ItDeal Stage Changed
Triggers when a deal or job card moves to a new stage.
Try ItOn-Site Estimate Scheduled
Triggers when an on-site estimate scheduled appointment is created in dripjobs.
Try ItProposal Viewed
Triggers when a proposal is viewed by customer
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