JobTread + NiceJob
Create or update JobTread customers when new or updated persons are detected in NiceJob
Smoothen your clientele management process with this workflow. Whenever there are updates or a new addition to your contact list in NiceJob, a corresponding customer profile is created in JobTread. This ensures your client data remains consistent across platforms, eliminating the hassle of manual updates and leaving you more time to provide your clients an excellent service.
Smoothen your clientele management process with this workflow. Whenever there are updates or a new addition to your contact list in NiceJob, a corresponding customer profile is created in JobTread. This ensures your client data remains consistent across platforms, eliminating the hassle of manual updates and leaving you more time to provide your clients an excellent service.
- When this happens...Person Created or Updated
Triggers when a new person is created or an existing person is updated.
- automatically do this!Create Customer
Create a new customer including optional contacts, locations, and jobs.
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Person Created or Updated
Triggers when a new person is created or an existing person is updated.
Try ItPerson IDRequired
Employee IDs
Name
Amount
Scheduled At
Complete
Completed At
Tags
EmailRequired
First Name
Last Name
Phone Number
Position
EmailRequired
First Name
Last Name
Phone Number
Address
City
Country
State
Unit
Zip Code
Company
Position
Review Created or Updated
Triggers when a new review is created or an existing review is updated.
Try ItPerson IDRequired
Employee IDs
Name
Description
Status
Completed At
Tags
Person IDsRequired
Subtotal
Discount
Tax
TotalRequired
BalanceRequired
Paid
Status
Tags
Person IDsRequired
Invoice IDs
AmountRequired
Description
Status
Tags
