fieldd + NiceJob

Create or update persons in NiceJob for new bookings in fieldd

Stay on top of your client management with this active workflow. When a new booking rolls in through Fieldd, it swiftly triggers a create or update person action within NiceJob. This ensures your customer data stays up-to-date, allowing for precise marketing strategies and enhanced client experience. Experience seamless and personalized engagement that further boosts your business growth.

When this happens...
New Booking
Triggers when a new job is booked.
TriggerInstant
automatically do this!
Create or Update Person
Creates a new Person or updates an exisitng person with the given email.
ActionWrite

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Supported triggers and actions

Mark Invoice Paid
Triggers when an invoice is marked paid.
Trigger
Instant
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New Customer
Triggers when a new customer is created.
Trigger
Instant
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New Lead
Triggers when a new lead is created.
Trigger
Instant
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New Quote
Triggers when a new quote is created.
Trigger
Instant
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New Worker
Triggers when a new worker is created.
Trigger
Instant
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Update Lead
Triggers when a lead is updated.
Trigger
Instant
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Add Lead
Add a Lead in fieldd
Action
Write

New Worker
Create a worker in fieldd
Action
Write
Review Created or Updated
Triggers when a new review is created or an existing review is updated.
Trigger
Instant
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- Person IDRequired
- Employee IDs
- Name
- Description
- Status
- Completed At
- Tags
Action
Write
- Person IDsRequired
- Subtotal
- Discount
- Tax
- TotalRequired
- BalanceRequired
- Paid
- Status
- Tags
Action
Write
- Person IDsRequired
- Invoice IDs
- AmountRequired
- Description
- Status
- Tags
Action
Write
- Campaign ID
- EmailRequired
- Phone Number
- First Name
- Last Name
- Company
- Position
Action
Write

New Booking
Triggers when a new job is booked.
Trigger
Instant
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New Invoice
Triggers when a new invoice is created.
Trigger
Instant
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New Payment
Triggers for every payment transaction including partial payments, payment status and external payment details.
Trigger
Instant
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New Sales Receipt
Triggers when a job or invoice is completed and final payment/receipt is processed.
Trigger
Instant
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Update Quote
Triggers when a quote is move to an accepted, won or denied state.
Trigger
Instant
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Add Customer
Add a customer in fieldd
Action
Write
Create Order
Create a Order in fieldd
Action
Write
Person Created or Updated
Triggers when a new person is created or an existing person is updated.
Trigger
Instant
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- Person IDRequired
- Employee IDs
- Name
- Amount
- Scheduled At
- Complete
- Completed At
- Tags
Action
Write
- EmailRequired
- First Name
- Last Name
- Phone Number
- Position
Action
Write
- EmailRequired
- First Name
- Last Name
- Phone Number
- Address
- City
- Country
- State
- Unit
- Zip Code
- Company
- Position
Action
Write
- Booking IDRequired
- Invoice ID
- Person IDRequired
- Employee IDs
- Name
- Amount
- Scheduled At
- Complete
- Completed At
- Tags
Action
Write
- EmailRequired
Action
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