HeyPros + Kopperfield
HeyPros + Kopperfield
Create HeyPros work orders when new Kopperfield deposits are received
Simplify your workload with this efficient workflow. When a deposit is received in Kopperfield, it prompts the generation of a new work order in HeyPros. This automatic process not only saves time but also ensures that your projects move forward without a hitch, every time a payment is made.
- When this happens...Deposit ReceivedTriggers when Kopperfield received a deposit payment from the customer.
- automatically do this!Create Work OrderCreates a new Work Order
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More things you can do with Kopperfield and HeyPros
Discover other triggers and actions you can use with Kopperfield and HeyPros
- Appointment Created
Triggers when an appointment is created.
Try ItTriggerInstant - Deposit Received
Triggers when Kopperfield received a deposit payment from the customer.
Try ItTriggerInstant - Payment Received
Triggers when Kopperfield received a payment from the customer.
Try ItTriggerInstant - Project Pairing Status Updated
Triggers when a project has either been accepted or declined by a provider. For use by Kopperfield partners.
Try ItTriggerInstant
- Bid Accepted
Triggers when a bid is accepted by the customer
Try ItTriggerInstant - Document Pushed
Triggers when someone pushes a document (load calculation, single line diagram, panel schedule, or fault current calculation) from Kopperfield. Includes the document's PDF (base64) and its job metadata, so you can forward it to systems like ServiceTitan.
Try ItTriggerInstant - Project Created
Triggers when a project is created.
Try ItTriggerInstant - Location/Group
Try ItTriggerInstant
