Field Service Management | Powered by GPS Insight + NiceJob

Create or update persons in NiceJob when new customers are added in Field Service Management | Powered by GPS Insight

Boost your customer engagement by seamlessly connecting your Field Service Management app, powered by GPS Insight, with NiceJob. When a new customer is added on your GPS Insight app, this workflow will timely create or update customer details in NiceJob. This efficient automation helps you stay organized and ensure each customer receives a personalized touch, without any manual intervention.

When this happens...
New Customer
Triggers when a new customer is created.
TriggerInstant
automatically do this!
Create or Update Person
Creates a new Person or updates an exisitng person with the given email.
ActionWrite

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Supported triggers and actions

New Customer
Triggers when a new customer is created.
Trigger
Instant
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New Job
Triggers when a new job is created.
Trigger
Instant
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Person Created or Updated
Triggers when a new person is created or an existing person is updated.
Trigger
Instant
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- Person IDRequired
- Employee IDs
- Name
- Amount
- Scheduled At
- Complete
- Completed At
- Tags
Action
Write
- EmailRequired
- First Name
- Last Name
- Phone Number
- Position
Action
Write

- EmailRequired
- First Name
- Last Name
- Phone Number
- Address
- City
- Country
- State
- Unit
- Zip Code
- Company
- Position
Action
Write
- Booking IDRequired
- Invoice ID
- Person IDRequired
- Employee IDs
- Name
- Amount
- Scheduled At
- Complete
- Completed At
- Tags
Action
Write

- EmailRequired
Action
Search

New Estimate
Triggers when a new estimate is created.
Trigger
Instant
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New Product or Service
Triggers when a new product or service is created.
Trigger
Instant
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Review Created or Updated
Triggers when a new review is created or an existing review is updated.
Trigger
Instant
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- Person IDRequired
- Employee IDs
- Name
- Description
- Status
- Completed At
- Tags
Action
Write
- Person IDsRequired
- Subtotal
- Discount
- Tax
- TotalRequired
- BalanceRequired
- Paid
- Status
- Tags
Action
Write
- Person IDsRequired
- Invoice IDs
- AmountRequired
- Description
- Status
- Tags
Action
Write
- Campaign ID
- EmailRequired
- Phone Number
- First Name
- Last Name
- Company
- Position
Action
Write

About Field Service Management | Powered by GPS Insight

Field Service Management powered by GPS Insight supports your organization’s daily workflow. It eliminates paper, automates your processes, connects your technicians and office team, and ensures a smooth customer journey.