pulseM + Workiz
Send pulsechecks in pulseM when jobs are done in Workiz
Optimize your workflow with this efficient automation. Upon completion of a job in Workiz, a pulseCheck action is instantly sent in pulseM, streamlining your process and ensuring no task goes unchecked. No need for manual checking or transferring of tasks, this solution boosts your work productivity and simplifies task management.
Optimize your workflow with this efficient automation. Upon completion of a job in Workiz, a pulseCheck action is instantly sent in pulseM, streamlining your process and ensuring no task goes unchecked. No need for manual checking or transferring of tasks, this solution boosts your work productivity and simplifies task management.
- When this happens...Job Is Done
Triggers when a job is completed and status has changed to Done
- automatically do this!Send pulseCheck
Send a pulseM pulseCheck to your customer.
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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
Customer Phone
Customer Email
Customer Name
Customer Address
Technician
