Google Sheets + Workiz
Track Workiz job status changes by creating rows in Google Sheets
Start streamlining your business processes with this workflow. As soon as a job status changes on Workiz, the information promptly populates a new row in your Google Sheets spreadsheet. It's a seamless way to track job updates efficiently, enabling you to focus more on your tasks and less on manual data input.
Start streamlining your business processes with this workflow. As soon as a job status changes on Workiz, the information promptly populates a new row in your Google Sheets spreadsheet. It's a seamless way to track job updates efficiently, enabling you to focus more on your tasks and less on manual data input.
- When this happens...Job Status Change
Triggers when a job status is changed
- automatically do this!Create Spreadsheet Row
Create a new row in a specific spreadsheet.
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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
Drive
SpreadsheetRequired
WorksheetRequired
Try It
