Airtable + Jobber

Create new records in Airtable for every new quote in Jobber

This workflow springs into action when a new quote is generated in Jobber, leading to the creation of a record in Airtable. It aids in efficient management, ensuring important quote information is systematically stored and organized without any manual intervention. This streamlining results in significant time savings and enhances productivity.

When this happens...
New Quote
Triggers when a quote is created.
TriggerInstant
automatically do this!
Create Record
Creates a new record with auto-populating fields.
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

What does this mean?

New Client
Triggers when a client is created.
Trigger
Instant
Try It
New Job Completion
Triggers when a job completion is created.
Trigger
Instant
Try It
New Quote
Triggers when a quote is created.
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
Action
Write

- Client Name or Company Name
- Email Address
- 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
- BaseRequired
- TableRequired
- Help Text
- Which timestamp field should this Zap use to check for updates?Required
- Limit to View
- Include file contents?
Trigger
Scheduled
Try It

- Cache Copy
- BaseRequired
- TableRequired
Action
Write
- BaseRequired
- TableRequired
- RecordRequired
Action
Write
- BaseRequired
- TableRequired
- Search by Field
- Search Value
- Search for Exact Match?
- Search Formula
- Limit to View
- Include file contents?
Action
Search
- BaseRequired
- TableRequired
- Search by Field
- Search Value
- Search for Exact Match?
- Search Formula
- Limit to View
- Include file contents?
Action
Search or write

New Invoice
Triggers when an invoice is created.
Trigger
Instant
Try It
New Quote Approval
Triggers when a quote approval is created.
Trigger
Instant
Try It
New Request
Triggers when a request is created.
Trigger
Instant
Try It
- ClientRequired
- Add another line item?
Action
Write
- Client Name or Company Name
- Email Address
Action
Search
- BaseRequired
- TableRequired
- Limit to View
- Include file contents?
Trigger
Scheduled
Try It
- BaseRequired
- TableRequired
Action
Write
- BaseRequired
- TableRequired
- Lookup FieldRequired
- Secondary Lookup Field
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- BaseRequired
- TableRequired
- Search by Field
- Search Value
- Search for Exact Match?
- Search Formula
- Limit to View
Action
Search
- BaseRequired
- TableRequired
- Search by Field
- Search Value
- Search for Exact Match?
- Search Formula
- Limit to View
Action
Search or write

About Airtable

Organize anything with Airtable, a modern database created for everyone. Airtable is a fast and flexible way to create tables to keep track of anything, from sales leads to vacation planning to inventory management.

Learn more Help

Related categories

Databases

Similar apps

Quickbase

Databases

Zoho Creator

App Builder, Zoho

Smartsheet

Spreadsheets

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 Help

Related categories

Scheduling & Booking

PRODUCTS

CAPABILITIES

By team

Airtable + Jobber

Create new records in Airtable for every new quote in Jobber

New Client

New Job Completion

New Quote

Create Client

First Name

Last Name

Company Name

Email Address

Phone Number

Street 1

Street 2

City

State/Province

Country

Zip/Postal Code

Create Request

Find or Create Client

Client Name or Company Name

Email Address

First Name

Last Name

Company Name

Email Address

Phone Number

Street 1

Street 2

City

State/Province

Country

Zip/Postal Code

New or Updated Record

BaseRequired

TableRequired

Help Text

Which timestamp field should this Zap use to check for updates?Required

Limit to View

Include file contents?

Create Records (With Line Item Support)

Cache Copy

BaseRequired

TableRequired

Update Record

BaseRequired

TableRequired

RecordRequired

Find Many Records (With Line Item Support)

BaseRequired

TableRequired

Search by Field

Search Value

Search for Exact Match?

Search Formula

Limit to View

Include file contents?

Find or Create Record(s) (With Line Item Support)

BaseRequired

TableRequired

Search by Field

Search Value

Search for Exact Match?

Search Formula

Limit to View

Include file contents?

New Invoice

New Quote Approval

New Request

Create Quote

ClientRequired

Add another line item?

Find Client

Client Name or Company Name

Email Address

New Record

BaseRequired

TableRequired