Workiz + Zapier Tables
Create records in Zapier Tables when jobs are completed in Workiz
Elevate your productivity with this smart workflow. When a job gets completed in your Workiz account, it will instantly generate a new record in your Zapier Tables. This automation ensures that important data does not get lost in a shuffle, providing a seamless connection between job completion and record creation, saving you time and enhancing your organization processes.
Elevate your productivity with this smart workflow. When a job gets completed in your Workiz account, it will instantly generate a new record in your Zapier Tables. This automation ensures that important data does not get lost in a shuffle, providing a seamless connection between job completion and record creation, saving you time and enhancing your organization processes.
- When this happens...Job Is Done
Triggers when a job is completed and status has changed to Done
- automatically do this!Create Record
Creates a new record on a table.
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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
Table IDRequired
Zap Id
Zap Step Id
Zap Path Run Id
Try It