Whoz and RowShare

Easily integrate Whoz and RowShare without any code.
Whoz
Whoz boosts services companies results thanks to its unique staffing optimization solution.
RowShare
Automate data collection with customizable tables and forms. Ensure each team member sees only what they need.

How the Integration Works

RowShare integrates with Whoz through Zapier, and possibly also Power Automate and Workato. These platforms operate on the concept of Triggers (when this happens) and Actions (do that).
When this happens in RowShare
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Automatically do that in Whoz
Or the other way round:
When this happens in Whoz
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Automatically do that in RowShare

Whoz Triggers and Actions

Below is a list of triggers and actions available on Whoz via Zapier at the time of publication. Keep in mind that additional options may now be available on Zapier, Power Automate, or Workato to further streamline your workflows.

Triggers

Project Created
Triggers when a project has been created.
Opportunity/Deal Updated
Triggers when an opportunity or a deal has been updated.
Opportunity/Deal Created
Triggers when an opportunity or a deal has been created.
Member Created
Triggers when a member has been created.
Opportunity Won
Triggers when an opportunity has been won.
and 3 more triggers
Whoz doesn't offer (yet) any Trigger on Zapier.

Actions

Find Member
Finds an member by its identifier
Find Account
Finds an account
and more actions
Whoz doesn't offer (yet) any Action on Zapier.

RowShare Triggers and Actions

Below is a list of triggers and actions available on RowShare via Zapier, Power Automate and Workato.

Triggers

New or Updated Row
Triggers when a row is created or updated in a specific table.
Column Changed
Triggers when a value has changed in a specific column.
New Row
Triggers when a new row is created in a specific table.
Row Status Changed
Triggers when the status of a row changes in a specific table. Row statuses : Active, Deleted, Archived, Locked

Actions

Assign Row
Assigns a row to a new owner.
Edit Row
Modifies an existing row.
Find Row
Finds a row based on an exact match for a given column.
Create Row
Creates a new row in the table.
Find Row by ID
Loads a row based on its ID.
Link Rows [Advanced]
Links a row to a parent row in another table. This is an advanced action: to be used with caution.