Google Docs + Workiz
Create Google Docs documents from templates when jobs in Workiz are completed
When a job is completed within Workiz, this workflow instantly creates a new document in Google Docs using your specified template. This streamlines your administrative tasks, freeing up valuable time. Perfect for service businesses, this automation ensures you have consistent documentation for every job completed. Stay well-organized and efficient without needing to manually generate documents.
When a job is completed within Workiz, this workflow instantly creates a new document in Google Docs using your specified template. This streamlines your administrative tasks, freeing up valuable time. Perfect for service businesses, this automation ensures you have consistent documentation for every job completed. Stay well-organized and efficient without needing to manually generate documents.
- When this happens...Job Is Done
Triggers when a job is completed and status has changed to Done
- automatically do this!Create Document From Template
Creates a new doc based on an existing one and can replace any placeholder variables found in your template doc, like {{name}}, {{email}}, etc.
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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
