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ServiceForge + Workiz

Create Workiz jobs from new ServiceForge messages

This integration captures customer information from new ServiceForge messages and automatically creates corresponding jobs in Workiz.

When this happens...
New MessageTriggers when a new message is received.
TriggerInstant
automatically do this!
Create JobSchedules a new job in your Workiz account.
ActionWrite

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More things you can do with ServiceForge and Workiz

Discover other triggers and actions you can use with ServiceForge and Workiz

Appointment Deleted
Triggers when a appointment is deleted.
Trigger
Instant
Try It
New Message
Triggers when a new message is received.
Trigger
Instant
Try It
New Contact
Triggers when a contact is created.
Trigger
Instant
Try It
Update Contact
Triggers when a contact is updated.
Trigger
Instant
Try It
- First Name
  Required
- Last Name
- Email
- Country Code
- Phone
- Address
- City
- State
- Zip
- Country
Action
Write

Job Status Change
Triggers when a job status is changed
Trigger
Polling
Try It
New Job
Triggers when a new job is created.
Trigger
Polling
Try It

- First Name
  Required
- Last name
- Phone
- Address
  Required
- City
  Required
- State
- PostalCode
  Required
- Jobs start time
  Required
- Job Type
  Required
- Service Area
- Email address
- Job source
- JobNotes
- Company
- Phone Ext
- Second Phone
- Second Phone Ext
- Unit
- Job End Date Time
- Client Id
Action
Write

Delete Contact
Triggers when a contact is deleted.
Trigger
Instant
Try It
New Appointment
Triggers when a new appointment is created.
Trigger
Instant
Try It
Appointment Updated
Triggers when a appointment is updated.
Trigger
Instant
Try It
- First Name
  Required
- Last Name
- Customer Email
  Required
- Customer Mobile
- Customer Country Code
- Customer Address
- Customer City
- Customer State
- Customer Zip
- Start Date
  Required
- End Date
- Notes
Action
Write
Job Is Done
Triggers when a job is completed and status has changed to Done
Trigger
Polling
Try It
Lead Status Change
Triggers when a lead status is changed
Trigger
Polling
Try It
New Lead
Triggers when a new lead is created.
Trigger
Polling
Try It
- First Name
  Required
- Last name
- Phone Number
- Address
- City
- State
- PostalCode
- Lead start time
- Email address
- Lead source
- Description
- Company
Action
Write

About ServiceForge

ServiceForge is an all-in-one solution for home service teams—offering 24/7 live answering, job booking, payments, and branded tools to support your business.

HelpHelp

Related categories

Scheduling & Booking

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.

Learn moreLearn moreHelpHelp

Related categories

Scheduling & Booking