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- Templates
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  - Case Studies
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Templates

Templates are ready made automations that can be deployed into your Workload account with just one click. Easily set up integrations between popular apps with minimal customizations.

Create a new patient in DrChrono when a new form is submitted in Jotform

March 8, 2024June 16, 2023 by Workload Team

Categories Templates

Create an interview in Lever when someone books a meeting in Calendly

March 8, 2024June 3, 2023 by Workload Team

Categories Templates

Mark an estimate as Dismissed for a Job in ServiceTitan when an eBid is Declined in PEP Cloud

March 8, 2024May 24, 2023 by Workload Team

Categories Templates

Mark an estimate as Sold for a job in ServiceTitan when an eBid is Accepted in PEP Cloud

March 8, 2024May 24, 2023 by Workload Team

Categories Templates

Update an existing estimate for a job in ServiceTitan when an eBid is updated in PEP Cloud

March 8, 2024May 24, 2023 by Workload Team

Categories Templates

Create a new estimate for a job in ServiceTitan when an eBid is created in PEP Cloud

March 8, 2024May 24, 2023 by Workload Team

Categories Templates

Create a new job in PEP Cloud when a new job is created in ServiceTitan

June 5, 2023May 24, 2023 by Workload Team

Categories Templates

Move candidate to a new stage in Lever when someone books a meeting in Calendly

June 5, 2023May 22, 2023 by Workload Team

Categories Templates

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