Add new Workiz jobs to an RP-1 campaign as contacts
Streamline your work process with this easy-to-use workflow. Whenever a new job is registered in Workiz, this integration promptly adds the relevant contact to a campaign in RP-1. This smooth operation reduces manual effort, ensuring no opportunity slips away, thereby helping to optimize efficiency and keep business practices organized. Enhance your productivity with this seamless amalgamation of Workiz and RP-1.
Streamline your work process with this easy-to-use workflow. Whenever a new job is registered in Workiz, this integration promptly adds the relevant contact to a campaign in RP-1. This smooth operation reduces manual effort, ensuring no opportunity slips away, thereby helping to optimize efficiency and keep business practices organized. Enhance your productivity with this seamless amalgamation of Workiz and RP-1.
- When this happens...New Job
Triggers when a new job is created.
- automatically do this!Add Contact to Campaign
Adds a Contact to a Campaign
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Job Is Done
Triggers when a job is completed and status has changed to Done
Try ItLead Status Change
Triggers when a lead status is changed
Try ItNew Lead
Triggers when a new lead is created.
Try ItFirst NameRequired
Last name
Phone Number
Address
City
State
PostalCode
Lead start time
Email address
Lead source
Description
Company
Job Status Change
Triggers when a job status is changed
Try ItNew Job
Triggers when a new job is created.
Try ItFirst NameRequired
Last name
Phone
AddressRequired
CityRequired
State
PostalCodeRequired
Jobs start timeRequired
Job TypeRequired
Service Area
Email address
Job source
JobNotes
Company
Phone Ext
Second Phone
Second Phone Ext
Unit
Job End Date Time
Client Id
CampaignRequired
Contact Id
Phone
First Name
Last Name
Full Name
Email
State
City
Street
Postal Code
Tags