SendJim + Workiz
Add new Workiz jobs as contacts in SendJim
When a job is created in Workiz, currently they have to manually import the customer's information into SendJim in order to send them follow-up marketing materials. This integration automatically adds the job's information into SendJim without any extra steps!
When a job is created in Workiz, currently they have to manually import the customer's information into SendJim in order to send them follow-up marketing materials. This integration automatically adds the job's information into SendJim without any extra steps!
- When this happens...New Job
Triggers when a new job is created.
- automatically do this!Create Contact
Create a contact in SendJim
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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
TimingRequired
Templates
Try It