TickTick + Workiz
Add tasks in TickTick for new leads in Workiz
Boost your efficiency with this intuitive workflow. When a new lead is captured in Workiz, this workflow instantly adds a task in your TickTick app, keeping you organized and focused on what needs to be done. Save your valuable time by eliminating the need to manually transfer tasks between platforms and ensuring that you never miss a lead.
Boost your efficiency with this intuitive workflow. When a new lead is captured in Workiz, this workflow instantly adds a task in your TickTick app, keeping you organized and focused on what needs to be done. Save your valuable time by eliminating the need to manually transfer tasks between platforms and ensuring that you never miss a lead.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!Add Task
Adds a new task to a list.
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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
List
Tag
Priority
Try It