Chiirp + Jobber
Manage new Chiirp contacts by creating clients in Jobber
Speed up your client management process with this efficient workflow. When a new contact is added in Chiirp, it will spur the creation of a new client in Jobber, streamlining your data entry and ensuring consistency across platforms. Save time, reduce manual entry and focus on important tasks as this automation takes care of your client management needs.
Speed up your client management process with this efficient workflow. When a new contact is added in Chiirp, it will spur the creation of a new client in Jobber, streamlining your data entry and ensuring consistency across platforms. Save time, reduce manual entry and focus on important tasks as this automation takes care of your client management needs.
- When this happens...New Contact
Triggers when a new Contact is created in Chiirp.
- automatically do this!Create Client
Creates a new client.
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New Contact
Triggers when a new Contact is created in Chiirp.
Try ItTag
Try ItFirst Name
Last Name
Full Name
Address Line #1
Address Line #2
City
State
Zip/Postal Code
Phone Number
Alternate Phone Number
Email Address
OK to Send Text MessagesRequired
OK to Send Emails
Birthdate
Custom Fields
Notes
Target Date (Local)
Target Date (UTC)
Campaign on "Yes"
Campaign on "No"
Group on "Yes"
Group on "No"
Tag on "Yes"
Tag on "No"
Phone Number Was
External Reference ID
ActiveProspect: Token
ActiveProspect: Certificate URL
ActiveProspect: Ping URL
New Invoice
Triggers when an invoice is created.
Try It