SendJim + Workiz
Send neighbor mailings in SendJim for new jobs in Workiz
Improve your marketing efficiency with this workflow that connects Workiz and SendJim. Whenever a New Job is registered in Workiz, a Neighbor Mailing is instantly dispatched in SendJim. This automation not only aids in expediting response times but also helps in maintaining a steady communication channel with your clients. Boost your client engagement seamlessly, with no additional manual steps needed.
Improve your marketing efficiency with this workflow that connects Workiz and SendJim. Whenever a New Job is registered in Workiz, a Neighbor Mailing is instantly dispatched in SendJim. This automation not only aids in expediting response times but also helps in maintaining a steady communication channel with your clients. Boost your client engagement seamlessly, with no additional manual steps needed.
- When this happens...New Job
Triggers when a new job is created.
- automatically do this!Send Neighbor Mailing
Send Neighbor mailing to the provided address
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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
FirstName
LastName
StreetAddressRequired
CityRequired
StateRequired
PostalCodeRequired
PhoneNumber
Email
Tags