Connecteam + DripJobs
Create new jobs in Connecteam from accepted proposals in DripJobs
Increase productivity and streamline your workflow between DripJobs and Connecteam. Once set up, this workflow activates when a proposal is accepted in DripJobs, leading to the creation of a new job in Connecteam. No need for manual data entry, just focus on what matters the most - growing and managing your business.
Increase productivity and streamline your workflow between DripJobs and Connecteam. Once set up, this workflow activates when a proposal is accepted in DripJobs, leading to the creation of a new job in Connecteam. No need for manual data entry, just focus on what matters the most - growing and managing your business.
- When this happens...Proposal Accepted
Triggers when a proposal is marked accepted in dripjobs.
- automatically do this!Create Job
Creates a new job in the app.
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Booking Form Submitted
Triggers when a new Appointment request is submitted in dripjobs.
Try ItCustom Event Scheduled
Triggers when a custom event is scheduled in dripjobs.
Try ItNew Lead Created
Triggers when a new lead is created in dripjobs.
Try ItProject Stage Changed
Triggers when a project stage is changed in dripjobs
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Card Label Changed
Triggers when a card label is changed
Try ItDeal Stage Changed
Triggers when a deal or job card moves to a new stage.
Try ItOn-Site Estimate Scheduled
Triggers when an on-site estimate scheduled appointment is created in dripjobs.
Try ItProposal Viewed
Triggers when a proposal is viewed by customer
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