Chiirp + Workiz
Create or update Chiirp contacts when new jobs are added in Workiz
Whenever a new job is initiated in Workiz, this workflow saves you time by conveniently creating or updating a contact in Chiirp. This automation eliminates the need for manual data entry, ensuring your contact list in Chiirp is always up-to-date with the latest job information from Workiz. Keep your team focused on important tasks by automating the transfer of vital job details to your contact list.
Whenever a new job is initiated in Workiz, this workflow saves you time by conveniently creating or updating a contact in Chiirp. This automation eliminates the need for manual data entry, ensuring your contact list in Chiirp is always up-to-date with the latest job information from Workiz. Keep your team focused on important tasks by automating the transfer of vital job details to your contact list.
- When this happens...New Job
Triggers when a new job is created.
- automatically do this!Create or Update Contact
Creates or Updates a Contact in Chiirp. The phone number is required for every Contact in Chiirp.
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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
New Contact
Triggers when a new Contact is created in Chiirp.
Try It