Google Sheets + Workiz
Track completed Workiz jobs by creating multiple rows in Google Sheets
Seamlessly manage your workload with this practical workflow. When a job is completed in Workiz, this setup seamlessly adds multiple rows to a specified Google Sheets spreadsheet. This means you can conveniently keep track of all completed tasks, saving you time and manual entry. Perfect for businesses looking for efficient ways to organize and record their completed jobs.
Seamlessly manage your workload with this practical workflow. When a job is completed in Workiz, this setup seamlessly adds multiple rows to a specified Google Sheets spreadsheet. This means you can conveniently keep track of all completed tasks, saving you time and manual entry. Perfect for businesses looking for efficient ways to organize and record their completed jobs.
- When this happens...Job Is Done
Triggers when a job is completed and status has changed to Done
- automatically do this!Create Multiple Spreadsheet Rows
Create one or more new rows in a specific spreadsheet (with line item support).
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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
