Connect telecrm and workiz to Build Intelligent Automations
Choose a Trigger
When this happens...
Lead Is Updated
New Lead Is Created
Choose an Action
Automatically do this!
- Request a new Action for workiz
Enable Integrations or automations with these events of telecrm and workiz
Enable Integrations or automations with these events of telecrm and workiz
Triggers
Lead Is Updated
Runs when lead is updated
New Lead Is Created
Runs when new lead is created
Actions
Create a Lead
Create or update a lead
Update Lead Details
Update lead information
Search Leads
Find leads by name or email
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Frequently Asked Questions
To start, connect both your telecrm and workiz accounts to viaSocket. Once connected, you can set up a workflow where an event in telecrm triggers actions in workiz (or vice versa).
Absolutely. You can customize how telecrm data is recorded in workiz. This includes choosing which data fields go into which fields of workiz, setting up custom formats, and filtering out unwanted information.
The data sync between telecrm and workiz typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between telecrm and workiz. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About workiz
Workiz makes it easier than ever for service business owners to run their business, save time, make their team more efficient and their business more profitable.
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