Workiz + WPForms
Create new Workiz leads from new WPForms form entries
Streamline your lead generation process by linking your WPForms directly to the Workiz platform. This workflow starts the moment a new form entry is made on WPForms, then promptly creates a lead in Workiz. It's a simple and effective way to ensure all potential clients in your WPForms database are smoothly transitioned into your Workiz operations, accelerating your lead management and keeping your business moving forward.
Streamline your lead generation process by linking your WPForms directly to the Workiz platform. This workflow starts the moment a new form entry is made on WPForms, then promptly creates a lead in Workiz. It's a simple and effective way to ensure all potential clients in your WPForms database are smoothly transitioned into your Workiz operations, accelerating your lead management and keeping your business moving forward.
- When this happens...New Form Entry
Triggers when a form entry is submitted.
- automatically do this!Create Lead
Schedules a new lead in your Workiz account.
- Free forever for core features
- 14 day trial for premium features & apps
FormRequired
Try ItJob 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 It
Api Docs Info
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
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
