ScanPay + Workiz
Create ScanPay invoices for new jobs done in Workiz
Stay effortlessly responsive to completed jobs with this integration. Once active, this Zap automatically creates a ScanPay Invoice when a new job is done in Workiz.
Stay effortlessly responsive to completed jobs with this integration. Once active, this Zap automatically creates a ScanPay Invoice when a new job is done in Workiz.
- When this happens...Job Is Done
Triggers when a job is completed and status has changed to Done
- automatically do this!Create Invoice - With Catalog Item
Creates and invoice using the catalog as a line item.
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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
New Customer
Triggers when a new customer is created.
Try It