Capsule CRM + Jobber
Create Jobber requests for new or updated Capsule CRM opportunities
Effortlessly maintain consistency between your Capsule CRM opportunities and Jobber requests with this convenient workflow. When a new or updated opportunity takes place in Capsule CRM, a corresponding request is created in Jobber, keeping your team informed and enabling efficient project management without manual data entry. This integration saves time and boosts productivity while ensuring accurate records on both platforms.
Effortlessly maintain consistency between your Capsule CRM opportunities and Jobber requests with this convenient workflow. When a new or updated opportunity takes place in Capsule CRM, a corresponding request is created in Jobber, keeping your team informed and enabling efficient project management without manual data entry. This integration saves time and boosts productivity while ensuring accurate records on both platforms.
- When this happens...New or Updated Opportunity
Triggers when a given action is performed on an Opportunity.
- automatically do this!Create Request
Creates a new request. This will create the request for the client's first property.
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