SendJim + Workiz
Send QuickSends in SendJim when new jobs are done in Workiz
Once a job is set to 'finished' in Workiz, the customer has to manually send a postcard to their customer in SendJim. This integration allows for a preset card from the member's account to be sent automatically to their job's address allowing for automated follow-up.
Once a job is set to 'finished' in Workiz, the customer has to manually send a postcard to their customer in SendJim. This integration allows for a preset card from the member's account to be sent automatically to their job's address allowing for automated follow-up.
- When this happens...Job Is Done
Triggers when a job is completed and status has changed to Done
- automatically do this!Send QuickSend
Send a QuickSend to the provided contact
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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
TimingRequired
Templates
Try It