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Connect SendJim and Workiz to power AI-driven automation

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How Zapier works

Zapier makes it easy to integrate SendJim with Workiz - no code necessary. See how you can get setup in minutes.

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SendJim
SendJim logo
SendJim
1. Choose trigger event
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Workiz
Workiz logo
Workiz
2. Choose action
SendJim logo
1. Select the event
Setup
Test
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SendJim
Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Recipient Scans QR Code From SendJim Mailing" from SendJim.

Add your action

An action happens after the trigger—such as "Create Job" in Workiz.

You’re connected!

Zapier seamlessly connects SendJim and Workiz, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

    • Timing
      Required
    • Templates
    Trigger
    Instant
    Try It
    • First Name
    • Last Name
    • Address Line 1
      Required
    • Address Line 2
    • City
      Required
    • State
      Required
    • Postal Code
      Required
    • Phone Number
    • Email
    • Number of neighbors to mail
      Required
    • Same street only
      Required
    • Template
      Required
    • Tags
    Action
    Write
  • Workiz triggers, actions, and search
    Job Is Done

    Triggers when a job is completed and status has changed to Done

    Trigger
    Polling
    Try It
  • Workiz triggers, actions, and search
    Lead Status Change

    Triggers when a lead status is changed

    Trigger
    Polling
    Try It
    • First Name
    • Last Name
    • Address Line 1
      Required
    • Address Line 2
    • City
      Required
    • State
      Required
    • Postal Code
      Required
    • Phone Number
    • Email
    • Tags
    Action
    Write
    • First Name
    • Last Name
    • Address Line 1
      Required
    • Address Line 2
    • City
      Required
    • State
      Required
    • Postal Code
      Required
    • Phone Number
    • Email
    • Template
      Required
    • Tags
    Action
    Write
  • Workiz triggers, actions, and search
    Job Status Change

    Triggers when a job status is changed

    Trigger
    Polling
    Try It
  • Workiz triggers, actions, and search
    New Job

    Triggers when a new job is created.

    Trigger
    Polling
    Try It

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Connect SendJim and Workiz to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.
An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.
An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.
An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.
An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Make work flow with AI

Level up your SendJim to Workiz integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
Learn about AI automation
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About SendJim
SendJim is a way to quickly send custom gifts, postcards, and more to your customers.
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Related categories
Marketing
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About Workiz
Workiz makes it easier than ever for service business owners to run their business, save time, make their team more efficient and their business more profitable.
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Related categories
Scheduling & Booking

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