Paperless Forms + Workiz
Create jobs in Workiz for new Paperless Forms entries with ease
Effortlessly streamline your job creation process with this Paperless Forms and Workiz automation. When a new entry is submitted in Paperless Forms, the workflow will create a new job in Workiz using the collected data. This seamless integration simplifies the task of managing paperwork and helps your team focus on delivering quality services to clients.
Effortlessly streamline your job creation process with this Paperless Forms and Workiz automation. When a new entry is submitted in Paperless Forms, the workflow will create a new job in Workiz using the collected data. This seamless integration simplifies the task of managing paperwork and helps your team focus on delivering quality services to clients.
- When this happens...New Entry (Rest)
Triggers when a new entry is submitted.
- automatically do this!Create Job
Schedules a new job in your Workiz account.
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Form Name
Try ItJob 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
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
