Notion + Workiz
Create new database items in Notion for new jobs in Workiz
Keep your job-tracking and documentation seamless and efficient. As soon as a new job is getting started in Workiz, this workflow will automatically populate a new entry in your Notion database. This eliminates the time you would spend on manual data inputs, paving the way for smoother job management processes.
Keep your job-tracking and documentation seamless and efficient. As soon as a new job is getting started in Workiz, this workflow will automatically populate a new entry in your Notion database. This eliminates the time you would spend on manual data inputs, paving the way for smoother job management processes.
- When this happens...New Job
Triggers when a new job is created.
- automatically do this!Create Database Item
Creates an item in a database.
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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
DatabaseRequired
Filter by Creation Time
Try It