ArcSite + Workiz
Create new ArcSite projects from new Workiz leads
Start a new project in ArcSite whenever there's a fresh lead in Workiz. This workflow ensures your project management stays up-to-speed as your lead database grows, fostering efficient collaboration and assisting your sales team with a seamless transition between capturing leads and project initiation. Stay organized and further empower your productivity with this streamlined process.
Start a new project in ArcSite whenever there's a fresh lead in Workiz. This workflow ensures your project management stays up-to-speed as your lead database grows, fostering efficient collaboration and assisting your sales team with a seamless transition between capturing leads and project initiation. Stay organized and further empower your productivity with this streamlined process.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!Create Project
Create a New Project and also optionally set other information, such as customer info, sales rep info...
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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
Drawing Updated
Triggers when a drawing is edited and uploaded from ArcSite App as a new version.
Try It