Google Sheets + Workiz
Create multiple rows in Google Sheets for new jobs in Workiz
Streamline the interaction between Workiz and Google Sheets using this automatic process. As soon as a new job is created in Workiz, this solution immediately populates your Google Sheets with all associated information. By doing so, it enhances data accessibility, eliminates manual data entry, and lets you focus on delivering quality services.
Streamline the interaction between Workiz and Google Sheets using this automatic process. As soon as a new job is created in Workiz, this solution immediately populates your Google Sheets with all associated information. By doing so, it enhances data accessibility, eliminates manual data entry, and lets you focus on delivering quality services.
- When this happens...New Job
Triggers when a new job is created.
- automatically do this!Create Multiple Spreadsheet Rows
Create one or more new rows in a specific spreadsheet (with line item support).
- Free forever for core features
- 14 day trial for premium features & apps
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
