Workiz integration with Constant Contact
How to Create clients in Constant Contact from new jobs in Workiz
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Create clients in Constant Contact from new jobs in Workiz" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate Workiz integrations
Workiz actions
Nekton can use any feature that is available in Workiz API.
Using our advanced AI, you can easily create custom automations for Workiz.
Here are some typical actions you can do in your automated workflows.
Create Lead
Schedules a new lead in your Workiz account.
Create Job
Schedules a new job in your Workiz account.
Job Is Done
Triggers when a job is completed and status has changed to Done
Lead Status Change
Triggers when a lead status is changed
New Lead
Triggers when a new lead is created.
Job Status Change
Triggers when a job status is changed
About Workiz
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