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Set up your first integration
Quickly connect Gravity Forms to Jobber with a Zapier template.
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How Zapier works
Zapier makes it easy to integrate Gravity Forms with Jobber - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "Form Submission" from Gravity Forms.
Add your action
An action happens after the trigger—such as "Create Client" in Jobber.
You’re connected!
Zapier seamlessly connects Gravity Forms and Jobber, automating your workflow.
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Frequently Asked Questions about Gravity Forms + Jobber integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Gravity Forms and Jobber
How do I start integrating Gravity Forms with Jobber?
To begin integrating Gravity Forms with Jobber, you need to create a Zap that connects these two applications. Start by choosing Gravity Forms as the trigger app and select a specific form submission as the trigger event. Then, choose Jobber as the action app, where you can select actions such as creating a new client or job.
What triggers are available for Gravity Forms in this integration?
When using Gravity Forms in our integration, the primary trigger available is 'New Form Submission'. Each time a form is submitted through your website using Gravity Forms, it will activate the workflow you’ve set up between Gravity Forms and Jobber.
Can I create a job in Jobber from a Gravity Form submission?
Yes, you can create a job in Jobber from a form submission by setting up an action in your Zap. Once you choose 'New Form Submission' in Gravity Forms as your trigger, set 'Create Job' in Jobber as your action to automatically generate a job whenever the specified form is submitted.
Is it possible to add new clients to Jobber from submissions on my site’s forms?
Absolutely! By using our platform, you can automatically add new clients to your Jobber account when someone submits their details through a form managed by Gravity Forms. Simply set your action step in the Zap to 'Create Client' in Jobber after selecting 'New Form Submission' as your trigger.
What if my form has multiple fields but I only want some of them transferred to Jobber?
You have full control over which fields are mapped between Gravity Forms and Jobber. During setup, you'll have the opportunity to specify exactly which data points should be transferred by mapping them accordingly in the Zap setup. This allows customization according to what data is critical for each operation within Jobber.
Are there any other actions available in Jobber besides creating clients and jobs?
Within our integration framework, beyond creating clients and jobs, you may also have options like updating existing client information or scheduling follow-up reminders based on submissions from Gravity Forms. Review all available actions during setup for more detailed configurations tailored to your needs.
How do I handle errors or issues when connecting these apps for automation?
If you encounter any issues while setting up or executing integrations between Gravity Forms and Jobber via our platform, consult our comprehensive support documentation first for troubleshooting tips. Additionally, ensure that both connected apps are correctly authenticated and check any error messages provided during setup for guidance.
Practical ways you can use Gravity Forms and Jobber
Create a new Jobber client for Gravity Forms submissions
When a user submits a form on your website using Gravity Forms, Zapier creates a new client in Jobber. This saves time on manual data entry and ensures your client information is consistent across tools, giving you more time to focus on running your business.
Business OwnerUpdate Jobber clients from Gravity Forms data
When customers submit a form through Gravity Forms with updated information (like a new phone number or address), Zapier can automatically update their client profile in Jobber. This streamlines data management and ensures your team has the right information to assist customers.
Customer Support OpsOrganize form submissions into Jobber requests
Zapier can turn new Gravity Forms submissions into requests in Jobber. Marketers can keep track of potential opportunities and customer inquiries without the need for manual copy-pasting, helping manage leads more effectively and speeding up response time.
Marketing & Marketing OpsSupported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- FormRequired
- Use Admin Field Labels?
Try ItTriggerInstant- FormRequired
ActionWrite- Client Updated
Triggers when a client is updated
Try ItTriggerInstant - Invoice Updated
Triggers when a invoice is updated
Try ItTriggerInstant
- FormRequired
ActionWrite- New Client Created
Triggers when a client is created.
Try ItTriggerInstant - New Invoice Created
Triggers when an invoice is created.
Try ItTriggerInstant - Job Closed
Triggers when a job is closed
Try ItTriggerInstant
