HeyPros + Kopperfield
Create HeyPros work orders when new Kopperfield deposits are received
Simplify your workload with this efficient workflow. When a deposit is received in Kopperfield, it prompts the generation of a new work order in HeyPros. This automatic process not only saves time but also ensures that your projects move forward without a hitch, every time a payment is made.
Simplify your workload with this efficient workflow. When a deposit is received in Kopperfield, it prompts the generation of a new work order in HeyPros. This automatic process not only saves time but also ensures that your projects move forward without a hitch, every time a payment is made.
- When this happens...Deposit Received
Triggers when Kopperfield received a deposit payment from the customer.
- automatically do this!Create Work Order
Creates a new Work Order
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Appointment Created
Triggers when an appointment is created.
Try ItDeposit Received
Triggers when Kopperfield received a deposit payment from the customer.
Try ItProject Created
Triggers when a project is created.
Try ItLocation/Group
Try It
Bid Accepted
Triggers when a bid is accepted by the customer
Try ItPayment Received
Triggers when Kopperfield received a payment from the customer.
Try ItProject Pairing Status Updated
Triggers when a project has either been accepted or declined by a provider. For use by Kopperfield partners.
Try ItLocation/Group
Try It