RealWork + Workiz
Update RealWork Labs jobsites when new Workiz jobs are done
Keep your project management streamlined and efficient with this automation. When a job is marked as completed in Workiz, this workflow will instantly create or update the JobSite in RealWork Labs. This ensures your records are always up-to-date, saving you time and preventing manual data entry errors. Keep information flowing seamlessly between your project management tools with this efficient workflow.
Keep your project management streamlined and efficient with this automation. When a job is marked as completed in Workiz, this workflow will instantly create or update the JobSite in RealWork Labs. This ensures your records are always up-to-date, saving you time and preventing manual data entry errors. Keep information flowing seamlessly between your project management tools with this efficient workflow.
- When this happens...Job Is Done
Triggers when a job is completed and status has changed to Done
- automatically do this!Create or Update JobSite
Creates or Updates a JobSite
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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
IdRequired
URL
Start Date
End Date
AddressRequired
Homeowner Name
Homeowner Email
Homeowner Phone
Job Owner
Job Description
Notes
Geolocation - Latitude
Geolocation - Longitude
Tags
Change Job Status