NiceJob + Workiz
Create or update persons in NiceJob for new jobs in Workiz
When a new job is added in Workiz, instantly generate or update a contact in NiceJob. This seamless workflow helps ensure that your NiceJob contact list always stays fresh and current, saving you the time and hassle of manual data entry. Enhance your customer relationship management by maintaining accurate and updated contact records.
When a new job is added in Workiz, instantly generate or update a contact in NiceJob. This seamless workflow helps ensure that your NiceJob contact list always stays fresh and current, saving you the time and hassle of manual data entry. Enhance your customer relationship management by maintaining accurate and updated contact records.
- When this happens...New Job
Triggers when a new job is created.
- 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
