Act! + Jobber

Update histories in Act! when clients are updated in Jobber

Stay updated on your customers' status with this efficient workflow. When a client's details are modified in Jobber, it carries out an "Add History" function in Act!, keeping a detailed record of all changes. This way, you save time on manual data entries and ensure consistent client history across all platforms. It's a convenient solution for maintaining up-to-date client information.

When this happens...
Client Updated
Triggers when a client is updated
TriggerInstant
automatically do this!
Add History
Adds a history to a contact.
ActionWrite

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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
Contact Updated
Triggers when a Contact is updated.
Trigger
Polling
Try It
- Activity TypeRequired
- Regarding
- Schedule WithRequired
- Start TimeRequired
- End TimeRequired
- Details
- Location
- Priority
- Is Private
Action
Write
- Name
- ContactRequired
- Estimated Close DateRequired
- Status
- Stage
- Probability
- Actual Close Date
- Competitor
- Referred By
- Reason
Action
Write
- TypeRequired
- ContactRequired
- Regarding
- Details
- Start TimeRequired
- End TimeRequired
- Private
Action
Write
- ContactRequired
- Company
- ID/Status
- Referred By
- First Name
- Last Name
- Email
- Title
- Business Phone
- Mobile Phone
- Business Address Line 1
- Business Address Line 2
- Business Address City
- Business Address State
- Business Address Zip Code
- Business Country
- Website
- Last Results
Action
Write
- Group Name
Action
Search
- NameRequired
- Description
Action
Search or 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
New Contact
Triggers when a new contact is created.
Trigger
Polling
Try It
New Opportunity
Triggers when a new opportunity is created.
Trigger
Polling
Try It
- ContactRequired
- Note TextRequired
- Private
Action
Write
- Company
- ID/Status
- Referred By
- First Name
- Last Name
- Email
- Title
- Business Phone
- Mobile Phone
- Business Address Line 1
- Business Address Line 2
- Business Address City
- Business Address State
- Business Address Zip Code
- Business Country
- Website
- Last Results
Action
Write
- NameRequired
- Description
Action
Write
- Field to Search ByRequired
- Value to Search ByRequired
Action
Search
- Field to Search ByRequired
- Value to Search ByRequired
- Company
- ID/Status
- Referred By
- First Name
- Last Name
- Email
- Title
- Business Phone
- Mobile Phone
- Business Address Line 1
- Business Address Line 2
- Business Address City
- Business Address State
- Business Address Zip Code
- Business Country
- Website
- Last Results
Action
Search or write

About Act!

Collaborate with your team to stay up-to-date on the latest contacts and automate best practice sales processes.

Learn more

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Jobber

Jobber is the command center 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

Act! + Jobber

Update histories in Act! when clients are updated in Jobber

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

Contact Updated

Add Activity

Add Opportunity

Add History

Update Contact

Find Group

Find Group

Client Updated

Invoice Updated

New Job Created

Quote Approved

Quote Sent

Create Client

Create Job

Add Note to Request

Find Client

New Contact

New Opportunity

Add Note

Add Contact

Add Group

Find or Create Contact

Find or Create Contact

About Act!

Related categories

Similar apps

Zapier Forms

About Jobber

Related categories