Slack + Workiz
Send Slack messages for new leads in Workiz
When a new lead is created in Workiz, keep your team in the loop straight away with this handy automation. With it, for each new lead in Workiz, a channel message is immediately dispatched in Slack, ensuring your team stays informed and can act promptly. Streamline your communications and lead management with this efficient workflow.
When a new lead is created in Workiz, keep your team in the loop straight away with this handy automation. With it, for each new lead in Workiz, a channel message is immediately dispatched in Slack, ensuring your team stays informed and can act promptly. Streamline your communications and lead management with this efficient workflow.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!Send Channel Message
Triggers when a new message is posted to a specific #channel you choose.
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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
Trigger for Bot Messages?
Optimized data
Try It
