Connecteam + Workiz
Create new jobs in Connecteam when new jobs are added in Workiz
Improve your productivity by seamlessly transferring new jobs from Workiz directly to Connecteam. This workflow kicks in as soon as you create a new job in Workiz, immediately creating a corresponding job in Connecteam. Quickly handle your tasks and save time by letting this automation manage dual entries, giving you a smoother, more efficient transaction.
Improve your productivity by seamlessly transferring new jobs from Workiz directly to Connecteam. This workflow kicks in as soon as you create a new job in Workiz, immediately creating a corresponding job in Connecteam. Quickly handle your tasks and save time by letting this automation manage dual entries, giving you a smoother, more efficient transaction.
- When this happens...New Job
Triggers when a new job is created.
- automatically do this!Create Job
Creates a new job in the app.
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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
Time ClockRequired
Try It