Birdeye + JobProgress

Manage new JobProgress customers by creating them in Birdeye

Save time and streamline your workflow with this efficient process. When a new customer is added in JobProgress, this workflow promptly creates a customer profile for them in Birdeye, ensuring that all your customer information is consistently transferred and stored in one place. It simplifies your workflow, allowing you to focus on customer engagement and service delivery, rather than data entry.

When this happens...
New Customer
New Customer from jobprogress
TriggerScheduled
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 Customer
New Customer from jobprogress
Trigger
Scheduled
Try It
- Lead Id
- Job Id / Job Number (8888-9999-01)
- Documents ListRequired
Action
Write
- Lead IdRequired
- Value
- Latitude
- Longitude
- Address
- City
- House Number
- Street
- Zip Code
- State
- Country
- Company
- Documents List
- First NameRequired
- Last Name
- EmailRequired
- Phone
- Salesman / Customer Rep
- Job Rep / Estimator
- Job Description
- Referral
Action
Write
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

New Lead
New Lead from JobProgress
Trigger
Scheduled
Try It
- IDRequired
- First NameRequired
- Last Name
- PhoneRequired
- EmailRequired
- Company Name
- Address
- City
- State
- Zip Code
- Country
Action
Write
- Lead IdRequired
- Value
- Latitude
- Longitude
- Address
- City
- House Number
- Street
- Zip Code
- State
- Country
- Company
- Documents List
- First NameRequired
- Last Name
- EmailRequired
- Phone
Action
Write
New Refund
Triggers when a new refund is created in birdeye
Trigger
Instant
Try It
New Lead
Triggers when new lead is created in birdeye
Trigger
Scheduled
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

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 JobProgress

JobProgress is a business productivity platform for all home improvement contractors

Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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

PRODUCTS

CAPABILITIES

By team

Birdeye + JobProgress

Manage new JobProgress customers by creating them in Birdeye

New Customer

Add Document

Lead Id

Job Id / Job Number (8888-9999-01)

Create Lead

Lead IdRequired

Value

Latitude

Longitude

Address

City

House Number

Street

Zip Code

State

Country

Company

Documents List

First NameRequired

Last Name

EmailRequired

Phone

Salesman / Customer Rep

Job Rep / Estimator

Job Description

Referral

New Canceled Invoice

New Invoice

New Payment

Create Appointment

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

Create Invoice

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