Groundwork + JobTread

Create JobTread customers from new Groundwork videoleads submitted

Streamline your sales process and improve customer management with this efficient workflow between Groundwork and JobTread. When a new video lead is submitted in Groundwork, a new customer will be created in JobTread, saving you time and ensuring your sales efforts remain organized. Focus on closing deals rather than manual data entry with this seamless automation.

When this happens...
New VideoLead Submitted
Triggers when a lead has submitted a project video.
TriggerScheduled
automatically do this!
Create Customer
Create a new customer including optional contacts, locations, and jobs.
ActionWrite

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Supported triggers and actions

- Survey
Trigger
Scheduled
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- SurveyRequired
- First NameRequired
- Last NameRequired
- EmailRequired
- PhoneRequired
- Defer Survey
- Send Survey At
- Street Number 1
- Street Number 2
- City
- State
- Zip
Action
Write
- OrganizationRequired
Trigger
Instant
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- OrganizationRequired
Trigger
Instant
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- OrganizationRequired
Trigger
Instant
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- OrganizationRequired
Trigger
Instant
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- OrganizationRequired
Trigger
Instant
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- OrganizationRequired
Trigger
Instant
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- OrganizationRequired
- Limit files updated to this type (optional)
Trigger
Instant
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- OrganizationRequired
Trigger
Instant
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- OrganizationRequired
Trigger
Instant
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- OrganizationRequired
Trigger
Instant
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- JavaScript CodeRequired
Action
Write
- OrganizationRequired
- Comment MessageRequired
- Target TypeRequired
- Target IdRequired
- Assignee Emails
Action
Write
- OrganizationRequired
- Customer IDRequired
- NameRequired
- Title
Action
Write
- OrganizationRequired
- Location IDRequired
- Description
- Name
- Account ID
Action
Write
- OrganizationRequired
- NameRequired
- Description
- Is To-Do
- Target Type
- Target Id
- Parent Task Id
- Start Date
- Start Time
- End Date
- Task Progress
- End Time
- Assigned Membership Ids
- Task Type Name
Action
Write
- OrganizationRequired
- Vendor IDRequired
- NameRequired
- Title
Action
Write
- Query (JSON)Required
Action
Write
- OrganizationRequired
- Job IdRequired
- Description
- Name
- Closed On
Action
Write
- OrganizationRequired
- Task IdRequired
- Task name
- Task Description
- Task Progress
- Parent Task Id
- Start Date
- Start Time
- End Date
- End Time
- Assigned Membership Ids
- Task Type Name
Action
Write
- OrganizationRequired
- File URLsRequired
- Target Type
- Target Id
- File Tag Names
- File Folder
Action
Write
- OrganizationRequired
- Job Number
- Job Name
Action
Search
- OrganizationRequired
- User Email
- User Name
Action
Search

- Survey
Trigger
Scheduled
Try It
- OrganizationRequired
Trigger
Instant
Try It
- OrganizationRequired
Trigger
Instant
Try It
- OrganizationRequired
Trigger
Instant
Try It
- OrganizationRequired
Trigger
Instant
Try It
- OrganizationRequired
Trigger
Instant
Try It
- OrganizationRequired
Trigger
Instant
Try It
- OrganizationRequired
- Limit files uploaded to this type (optional)
Trigger
Instant
Try It
- OrganizationRequired
Trigger
Instant
Try It
- OrganizationRequired
Trigger
Instant
Try It
- OrganizationRequired
Trigger
Instant
Try It
- OrganizationRequired
Trigger
Instant
Try It
- AssigneeRequired
- Target TypeRequired
- Target IdRequired
- Notify
Action
Write
- OrganizationRequired
- Add Customer Contact
- Add Location
- Add Files to Customer
Action
Write
- OrganizationRequired
- Job IDRequired
- DateRequired
- Notes
- Notify assignees
- Assignees
Action
Write
- OrganizationRequired
- Account IDRequired
- Location NameRequired
- Location Address
Action
Write
- OrganizationRequired
- Add Vendor Contact
Action
Write
- OrganizationRequired
- Target TypeRequired
- Target IdRequired
- Task Template NameRequired
- Start Date and Time
- Notify
Action
Write
- OrganizationRequired
- Customer Id
- Customer Name
- This customer is taxable
Action
Write
- OrganizationRequired
- Location IdRequired
- Address
- Name
Action
Write
- OrganizationRequired
- Account Id
- Vendor name
Action
Write
- OrganizationRequired
- Customer Name
Action
Search
- OrganizationRequired
- Location Name
Action
Search
- OrganizationRequired
- Vendor Name
Action
Search

About Groundwork

Groundwork is a virtual sales tool for contractors so they can stop wasting time on bad leads.

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About JobTread

JobTread is construction estimating & project management software that will help you keep your budget and jobs on track.

Learn more

Related categories

Project Management

Related Zap Templates

Create JobTread customers from new Groundwork kickoff forms submitted

Update customers in JobTread when new videoleads are submitted in Groundwork

Update customers in JobTread when new videoleads are submitted in Groundwork

Groundwork + JobTread

Create JobTread customers from new Groundwork videoleads submitted

New Kickoff Form Submitted

Create Lead

Comment Updated

Customer Contact Updated

Customer Updated

Daily Log Updated

Document Recipient Updated

Event Created

File Updated

Job Updated

Task Updated

Vendor Created

Code

Create Comment

Create Customer Contact

Create Job

Create Task

Create Vendor Contact

Query API

Update Job

Update Task

Upload Files

Find a Job

Find a Membership

New VideoLead Submitted

Comment Created

Customer Contact Created

Customer Created

Daily Log Created

Document Created

Document Updated

File Created

Job Created

Task Created

Vendor Contact Created

Vendor Updated

Assign Access

Create Customer

Create Daily Log

Create Location

Create Vendor

Import Task Template

Update Customer

Update Location

Update Vendor

Find a Customer

Find a Location

Find a Vendor

About Groundwork

Related categories

Similar apps

Zapier Interfaces

About JobTread

Related categories

Related Zap Templates

Related Zap Templates