pulseM + Workiz

Send pulsechecks in pulseM when jobs are done in Workiz

Optimize your workflow with this efficient automation. Upon completion of a job in Workiz, a pulseCheck action is instantly sent in pulseM, streamlining your process and ensuring no task goes unchecked. No need for manual checking or transferring of tasks, this solution boosts your work productivity and simplifies task management.

Optimize your workflow with this efficient automation. Upon completion of a job in Workiz, a pulseCheck action is instantly sent in pulseM, streamlining your process and ensuring no task goes unchecked. No need for manual checking or transferring of tasks, this solution boosts your work productivity and simplifies task management.

  1. When this happens...
    WorkizWorkiz
    Job Is Done

    Triggers when a job is completed and status has changed to Done

    TriggerPolling
  2. automatically do this!
    pulseMpulseM
    Send pulseCheck

    Send a pulseM pulseCheck to your customer.

    ActionWrite
Start free with email
  • Free forever for core features
  • 14 day trial for premium features & apps

Supported triggers and actions

    • First 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

    Action
    Write
    • Customer Phone

    • Customer Email

    • Customer Name

    • Customer Address

    • Technician

    Action
    Write
pulsem logo
pulsem logo

About pulseM

PulseM is a customer engagement tool for the home services market which helps you to stay connected with your customers.

Related categories

  • CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
workiz logo
workiz logo

About Workiz

Workiz makes it easier than ever for service business owners to run their business, save time, make their team more efficient and their business more profitable.
Learn more

Related categories

  • Scheduling & Booking