Collect.chat + Jobber

Collect.chat + Jobber integrations

Create new Jobber clients from Collect.chat responses

Effortlessly add new clients to your Jobber account whenever a response is received on Collect.chat. With this workflow, every time someone fills out your Collect.chat form, their details will be captured and a new client will be created in Jobber, simplifying your client management process and streamlining your lead capture strategy. Say goodbye to manual data entry and let this automation handle everything for you.

When this happens...
New ResponseTrigger is activated when someone responds to your bot
TriggerInstant
automatically do this!
Create ClientCreates a new client.
ActionWrite

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More things you can do with Collect.chat and Jobber

Discover other triggers and actions you can use with Collect.chat and Jobber

- Bot
  Required
Trigger
Instant
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Client Updated
Triggers when a client is updated
Trigger
Instant
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Invoice Updated
Triggers when a invoice is updated
Trigger
Instant
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New Job Created
Triggers when a job is created.
Trigger
Instant
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Quote Approved
Triggers when a quote is approved
Trigger
Instant
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Quote Sent
Triggers when a quote is sent
Trigger
Instant
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- First Name
- Last Name
- Company Name
- Email Address
- Phone Number
- Street 1
- Street 2
- City
- State/Province
- Country
- Zip/Postal Code
Action
Write

- Client
  Required
- Title
- Instructions
- Start Date (yyyy-mm-dd)
- Create_visits
  Required
- Start Time (HH:mm:ss)
- End Time (HH:mm:ss)
- Invoicing_schedule
  Required
- Number of line items
  Required
Action
Write
- Request ID
  Required
- Message
  Required
Action
Write
- Client Search Term (eg. name, email, or company name)
Action
Search

New Client Created
Triggers when a client is created.
Trigger
Instant
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New Invoice Created
Triggers when an invoice is created.
Trigger
Instant
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Job Closed
Triggers when a job is closed
Trigger
Instant
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Job Updated
Triggers when a job is updated
Trigger
Instant
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New Quote Created
Triggers when a quote is created.
Trigger
Instant
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New Request Created
Triggers when a request is created.
Trigger
Instant
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- Client ID
  Required
- Tags to Add
  Required
Action
Write
- Client
  Required
- Title
- Number of line items
  Required
Action
Write
- Client
  Required
- Title
Action
Write
- Client Search Term (eg. name, email, or company name)
- 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

About Collect.chat

Collect.chat helps you make interactive chatbots for your website. Easily collect data, leads and feedbacks from your visitors on auto-pilot.

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Related categories

Forms & Surveys

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Zapier Forms

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

About Jobber

Jobber is the command center for home service businesses. Our easy-to-use app powers sales, operations, and customer service—all in one place.

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Related categories

Scheduling & Booking