Google Docs + Workiz
Update Google Docs documents by appending text when lead status changes in Workiz
Stay on top of your workflow with this streamlined solution. When there is a change in lead status within Workiz, corresponding text is conveniently appended to a Google Docs document. This seamless integration ensures that your documents stay updated with key changes, taking the manual effort out of maintaining accurate records. Experience a more organized and efficient work process through the harmony of Workiz and Google Docs.
Stay on top of your workflow with this streamlined solution. When there is a change in lead status within Workiz, corresponding text is conveniently appended to a Google Docs document. This seamless integration ensures that your documents stay updated with key changes, taking the manual effort out of maintaining accurate records. Experience a more organized and efficient work process through the harmony of Workiz and Google Docs.
- When this happens...Lead Status Change
Triggers when a lead status is changed
- automatically do this!Append Text to Document
Appends text to an existing document.
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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 Document
Triggers when a new document is added (inside any folder).
Try It
