Referral Factory + Workiz
Add new users in Referral Factory when jobs are done in Workiz
Keep track of completed tasks and manage recommendations effectively with this seamless workflow. When a job is finished in Workiz, a new user will be added to the Referral Factory, ensuring that all your top performers are reflected in your referral program immediately. This automated process not only streamlines user management but also drives increased engagement in your referral programs.
Keep track of completed tasks and manage recommendations effectively with this seamless workflow. When a job is finished in Workiz, a new user will be added to the Referral Factory, ensuring that all your top performers are reflected in your referral program immediately. This automated process not only streamlines user management but also drives increased engagement in your referral programs.
- When this happens...Job Is Done
Triggers when a job is completed and status has changed to Done
- automatically do this!Add New User
Triggers when a new user has been referred to your campaign. This is often called a new referred lead.
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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
CampaignRequired
Which users should we send?Required
Try It
