SendJim + Workiz

Add new Workiz jobs as contacts in SendJim

When a job is created in Workiz, currently they have to manually import the customer's information into SendJim in order to send them follow-up marketing materials. This integration automatically adds the job's information into SendJim without any extra steps!

When a job is created in Workiz, currently they have to manually import the customer's information into SendJim in order to send them follow-up marketing materials. This integration automatically adds the job's information into SendJim without any extra steps!

  1. When this happens...
    WorkizWorkiz
    New Job

    Triggers when a new job is created.

    TriggerScheduled
  2. automatically do this!
    SendJimSendJim
    Create Contact

    Create a contact

    ActionWrite
Start free with email
Start free with email
  • Free forever for core features
  • 14 day trial for premium features & apps

Supported triggers and actions

  • Workiz triggers, actions, and search

    Job Status Change

    Triggers when a job status is changed

    Trigger
    Scheduled
    Try It
  • Workiz triggers, actions, and search

    New Job

    Triggers when a new job is created.

    Trigger
    Scheduled
    Try It
    • First 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

    Action
    Write
    • FirstName

    • LastName

    • StreetAddressRequired

    • CityRequired

    • StateRequired

    • PostalCodeRequired

    • PhoneNumber

    • Email

    • Tags

    Action
    Write
sendjim logo
sendjim logo

About SendJim

SendJim is a way to quickly send custom gifts, postcards, and more to your customers.
Learn more

Related categories

  • Marketing
workiz logo
workiz logo

About Workiz

Workiz makes it easier than ever for service business owners to run their business, save time, make their team more efficient and their business more profitable.

Related categories

  • Scheduling & Booking