Enroll new fieldd sales receipts as contacts in NiceJob
Manage your client interactions seamlessly with this streamlined workflow. When a new sales receipt is recorded in fieldd, it will trigger an action to enroll a contact in NiceJob immediately. This process ensures you can maintain consistent communication with your clients after a sale, fostering relationship building. Enhance your customer service experience without the hassle of manual data entry.
Manage your client interactions seamlessly with this streamlined workflow. When a new sales receipt is recorded in fieldd, it will trigger an action to enroll a contact in NiceJob immediately. This process ensures you can maintain consistent communication with your clients after a sale, fostering relationship building. Enhance your customer service experience without the hassle of manual data entry.
- When this happens...New Sales Receipt
Triggers when a job or invoice is completed and final payment/receipt is processed.
- automatically do this!Enroll Contact
Enrolls a contact into a NiceJob campaign, defaulting to the Get Reviews campaign.
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Mark Invoice Paid
Triggers when an invoice is marked paid.
Try ItNew Customer
Triggers when a new customer is created.
Try ItNew Lead
Triggers when a new lead is created.
Try ItNew Quote
Triggers when a new quote is created.
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New Booking
Triggers when a new job is booked.
Try ItNew Invoice
Triggers when a new invoice is created.
Try ItNew Payment
Triggers for every payment transaction including partial payments, payment status and external payment details.
Try ItNew Sales Receipt
Triggers when a job or invoice is completed and final payment/receipt is processed.
Try It