Trello + Workiz
Create cards in Trello for every new job in Workiz
Easily maintain an organized workflow with this automation. When a new job pops up in Workiz, a corresponding card is instantly created in Trello. This ensures that you can track all your assignments in one place, reducing the hassle of manual data entry and freeing you to focus on completing your tasks.
Easily maintain an organized workflow with this automation. When a new job pops up in Workiz, a corresponding card is instantly created in Trello. This ensures that you can track all your assignments in one place, reducing the hassle of manual data entry and freeing you to focus on completing your tasks.
- When this happens...New Job
Triggers when a new job 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
