Trello + Workiz
Create cards in Trello for new leads in Workiz
Manage your business activities efficiently with this convenient workflow. When a new lead is detected in the Workiz app, a card is instantly created in Trello. This automation simplifies your lead tracking process, keeping your Trello board up-to-date and enabling you to focus on converting leads into customers. A seamless connection between Workiz and Trello ensures you never miss any valuable lead information.
Manage your business activities efficiently with this convenient workflow. When a new lead is detected in the Workiz app, a card is instantly created in Trello. This automation simplifies your lead tracking process, keeping your Trello board up-to-date and enabling you to focus on converting leads into customers. A seamless connection between Workiz and Trello ensures you never miss any valuable lead information.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!Create Card
Triggers when a new card is added.
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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
New Board
Triggers when a new board is added.
Try It
