Birdeye + Jobber

Create new Birdeye customers from new Jobber invoices

Streamline your customer management operations with this practical workflow. Once an invoice is generated in Jobber, a corresponding client profile is instantly created in Birdeye. Eliminate the need for manual data entry and ensure seamless, effective client recording in Birdeye, making overall management processes more efficient.

When this happens...
New Invoice
Triggers when an invoice is created.
TriggerInstant
automatically do this!
Create Customer
Creates a new customer for a specified business.
ActionWrite

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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
New Refund
Triggers when a new refund is created in birdeye
Trigger
Instant
Try It

- Business NumberRequired
Trigger
Instant
Try It
- Business NumberRequired
Trigger
Instant
Try It
- Business IdRequired
- First Name
- Last Name
- Customer Email
- Customer Phone
- External Reference ID
- Custom Fields
- Referred By Code
- Referred By Email
- Referred By Phone
- Employee First Name
- Employee Last Name
- Employee Email Id
- Employee Phone Number
Action
Write
- Business NumberRequired
- Customer IdRequired
Action
Write
- business NumberRequired
- appointment IdRequired
- ActionRequired
- Start TIme
- End Time
- Duration
- AppointmentType Id
- Appointment Type
- Provider Id
- provider first name
- provider last name
- Client Id
- First Name
- Last Name
- Date of birth
- Email
- Phone
- Gender
- Notes
- Guardian Id
- Guardian First Name
- Guardian First Name
- Guardian Dob
- Guardian Gender
- Guardian Email
- Guardian Phone
- Source
- Timezone
Action
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
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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
New Canceled Invoice
Triggers when a payment request is canceled in birdeye
Trigger
Instant
Try It
New Invoice
Triggers when a new invoice is created in birdeye
Trigger
Instant
Try It
New Payment
Triggers when a new payment is created in birdeye
Trigger
Instant
Try It
- ClientIdRequired
- First NameRequired
- Last Name
- Date of Birth
- EmailRequired
- PhoneRequired
- Gender
- Business NumberRequired
- Appointment IdRequired
- Provider Id
- Provider First Name
- Provider Last Name
- Start TimeRequired
- End Time
- Appointment Type Id
- Appointment Type
- Duration
- Reason To Visit
- Notes
- Guardian Id
- Guardian First Name
- Guardian Last Name
- Guardian Dob
- Guardian Gender
- Guardian Email
- Guardian Phone
- Source
- Timezone
- Action
Action
Write
- First Name
- Last Name
- Email
- Phone
- Total AmountRequired
- Invoice Created Date
- Invoice Number
- Custom Fields
- Tags
- Invoice Due Date
- Invoice Item Desc
- Attachment URL
- External Reference Id
- Delay In Hours
- Email Template
- Send Email
- Send Immediately
- Send Text
- Text Template
- Crm Name
- Crm Doc Id
- CRM CustomerId
- External Tracking Id
- Automation UserRequired
Action
Write
- Crm Doc Id
- Crm Name
- CRM CustomerId
- External Reference Id
- Notes
- Paid Date
- User Id
Action
Write

About Birdeye

Birdeye is an all-in-one customer experience platform. Over 80,000 businesses use Birdeye every day to attract new leads with Listings, Reviews and Referrals, convert them into customers with Webchat and Payments, and delight those customers with Surveys, Ticketing, and Insights - all in one place.

Related categories

Reviews

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

PRODUCTS

CAPABILITIES

By team

Birdeye + Jobber

Create new Birdeye customers from new Jobber invoices

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 Refund

New Lead

Business NumberRequired

Survey Completed

Business NumberRequired

Create Customer

Business IdRequired

First Name

Last Name

Customer Email

Customer Phone

External Reference ID

Custom Fields

Referred By Code

Referred By Email

Referred By Phone

Employee First Name

Employee Last Name

Employee Email Id

Employee Phone Number

Get Contact Details

Business NumberRequired

Customer IdRequired

Update Appointment

business NumberRequired

appointment IdRequired

ActionRequired

Start TIme

End Time

Duration

AppointmentType Id

Appointment Type

Provider Id

provider first name

provider last name

Client Id

First Name

Last Name

Date of birth

Email

Phone

Gender

Notes

Guardian Id

Guardian First Name