NiceJob + Workiz
Create or update NiceJob persons when Workiz jobs are marked as done
Effortlessly keep your NiceJob contacts updated with this seamless workflow. Whenever a job is marked as done in Workiz, this integration will automatically create or update a person in NiceJob. Stay organized and ensure your client information is always up-to-date, enhancing your marketing and reputation management efforts.
Effortlessly keep your NiceJob contacts updated with this seamless workflow. Whenever a job is marked as done in Workiz, this integration will automatically create or update a person in NiceJob. Stay organized and ensure your client information is always up-to-date, enhancing your marketing and reputation management efforts.
- When this happens...Job Is Done
Triggers when a job is completed and status has changed to Done
- automatically do this!Create or Update Person
Creates a new Person or updates an exisitng person with the given email.
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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
Person Created or Updated
Triggers when a new person is created or an existing person is updated.
Try It
