1.Maps job completed contact data
Integrate Workiz and data mapping tools to map contact name, phone number, email, and job end datetime to the workflow payload.
Add completed job customers to text campaign list
Automatically map Workiz job completed events across Workiz, Formatter by Zapier, and Chiirp. Create and update campaign contacts when job completion records arrive—so you can format phone numbers, add SMS opt in contacts, and request timely reviews without manual list updates.
How this automation adds customers to your SMS campaign
When job completions sit unprocessed, delayed outreach and missed upsell windows can hurt results. This automation maps Workiz job completed details, formats phone numbers, and adds opted in customers to your Chiirp campaign list—so your team can follow up fast.
Workizor swap with your favorite app
2.Formats phone to E.164
Integrate Formatter by Zapier and data formatting tools to convert phone to E.164 and output formatted phone for SMS delivery.
Formatter von Zapieror swap with your favorite app
3.Adds contact to campaign
Integrate Chiirp and SMS campaign tools to create or update a contact, set SMS opt in to yes, and add them to the configured campaign.
Chiirpor swap with your favorite app
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Accelerate SMS campaign results with automated contact routing, message triggers, and reply alerts
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Schritt 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Schritt 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Schritt 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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