Jobber + OpenPhone

"send a message in OpenPhone for every new client created in Jobber"

Streamline your client communication with this workflow. When a new client is created in Jobber, a corresponding message will be promptly sent via OpenPhone. Enhance your productivity by reducing manual tasks, ensuring every new client receives timely communication. This workflow can greatly assist in fostering better client relationships.

When this happens...
New Client Created
Triggers when a client is created.
TriggerInstant
automatically do this!
Send a Message
Sends a new message via OpenPhone.
ActionWrite

Start free with email

Start free with Google

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

Supported triggers and actions

New Client Created
Triggers when a client is created.
Trigger
Instant
Try It
New Invoice Created
Triggers when an invoice is created.
Trigger
Instant
Try It
Job Closed
Triggers when a job is closed
Trigger
Instant
Try It
Job Updated
Triggers when a job is updated
Trigger
Instant
Try It
New Quote Created
Triggers when a quote is created.
Trigger
Instant
Try It
New Request Created
Triggers when a request is created.
Trigger
Instant
Try It
- Client IDRequired
- Tags to AddRequired
Action
Write
- ClientRequired
- Title
- Number of line itemsRequired
Action
Write
- ClientRequired
- Title
Action
Write
- Client Search Term (eg. name, email, or company name)
- First Name
- Last Name
- Company Name
- Email Address
- Phone Number
- Street 1
- Street 2
- City
- State/Province
- Country
- Zip/Postal Code
Action
Search or write
- Select Phone NumbersRequired
Trigger
Instant
Try It
- Phone NumbersRequired
Trigger
Instant
Try It
- ID
- First Name
- Last Name
- Company
- Job Title
- Phone Numbers
- Email Addresses
- Share With
Action
Write

Client Updated
Triggers when a client is updated
Trigger
Instant
Try It
Invoice Updated
Triggers when a invoice is updated
Trigger
Instant
Try It
New Job Created
Triggers when a job is created.
Trigger
Instant
Try It
Quote Approved
Triggers when a quote is approved
Trigger
Instant
Try It
Quote Sent
Triggers when a quote is sent
Trigger
Instant
Try It
- First Name
- Last Name
- Company Name
- Email Address
- Phone Number
- Street 1
- Street 2
- City
- State/Province
- Country
- Zip/Postal Code
Action
Write
- ClientRequired
- Title
- Instructions
- Start Date (yyyy-mm-dd)
- Create VisitsRequired
- Start Time (hh:mm:ss)
- End Time (hh:mm:ss)
- Invoicing ScheduleRequired
- Number of line itemsRequired
Action
Write
- Request IDRequired
- MessageRequired
Action
Write
- Client Search Term (eg. name, email, or company name)
Action
Search
- Select Phone NumbersRequired
Trigger
Instant
Try It
- Phone NumbersRequired
Trigger
Instant
Try It
- Select Phone NumbersRequired
Trigger
Instant
Try It
- FromRequired
- ToRequired
- MessageRequired
- Mark conversation as done
Action
Write

About Jobber

Jobber is the command centre for home service businesses. Our easy-to-use app powers sales, operations, and customer service—all in one place.

Learn more

Related categories

Scheduling & Booking

About OpenPhone

OpenPhone is a new phone for business. It comes with powerful calling, messaging, and a lightweight CRM.

Learn more

Related categories

Phone & SMS

Jobber + OpenPhone

"send a message in OpenPhone for every new client created in Jobber"

Supported triggers and actions

New Client Created

New Invoice Created

Job Closed

Job Updated

New Quote Created

New Request Created

Add Tags to Client

Create Quote

Create Request

Find or Create Client

Incoming Call Completed

Incoming Message Received

Create or Update Contact

Client Updated

Invoice Updated

New Job Created

Quote Approved

Quote Sent

Create Client

Create Job

Add Note to Request

Find Client

Call Recording Completed

Outgoing Message Delivered

Outgoing Call Completed

Send a Message

About Jobber

Related categories

About OpenPhone

Related categories

Related Zap Templates

Related Zap Templates