Google Sheets + Workiz
Add new Workiz job completions to Google Sheets as rows
When a job is completed in Workiz, this workflow instantly adds a new row to your Google Sheets spreadsheet. It simplifies record keeping by instantly documenting every detail, eliminating the need for manual data entry. This is ideal for maintaining current records, saving time, and enhancing efficiency in your processes.
When a job is completed in Workiz, this workflow instantly adds a new row to your Google Sheets spreadsheet. It simplifies record keeping by instantly documenting every detail, eliminating the need for manual data entry. This is ideal for maintaining current records, saving time, and enhancing efficiency in your processes.
- When this happens...Job Is Done
Triggers when a job is completed and status has changed to Done
- 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
