Field Service Management | Powered by GPS Insight + NiceJob

Create or update persons in NiceJob for new estimates in Field Service Management | Powered by GPS Insight

Create a smooth workflow between GPS Insight’s Field Service Management app and NiceJob. When a new estimate is generated in Field Service Management, this automation will promptly create or update a person in NiceJob. This integration facilitates seamless information transfer between your operations and review management, saving you time and enhancing productivity.

When this happens...
New Estimate
Triggers when a new estimate 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
Try It
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.