Copilot CRM + Jobber

Create new Copilot CRM customers from new clients in Jobber

With this workflow, as soon as a new client is added in your Jobber app, a corresponding customer profile is instantly created in your Copilot CRM. This process eliminates manual data entry, empowering you to streamline your client data management and increase productivity. Enjoy a seamless transition between apps and stay organized effortlessly.

When this happens...
New Client
Triggers when a client is created.
TriggerInstant
automatically do this!
Create Customer
Creates a new customer.
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
Inactive Customer
Triggers when a customer is made inactive.
Trigger
Scheduled
Try It

New Expense
Triggers when a new expense is added.
Trigger
Scheduled
Try It
New Payment
Triggers when a new payment is received.
Trigger
Scheduled
Try It
New To-Do
Triggers when a new to-do is added.
Trigger
Scheduled
Try It
- Customer Type
- Business NameRequired
- First Name
- Last Name
- Email Address
- Phone Number
- Mobile Number
- Address
- Country
- City
- State
- Postal Code
Action
Write
- CustomerRequired
- Invoice Number
- Invoice Date
- Item NameRequired
- Item QuantityRequired
- Item RateRequired
- Item Tax Percent
- Item Description
- Discount Percent
- Invoice Notes
Action
Write
- CustomerRequired
- Business Name
- First Name
- Last Name
- Email Address
- Phone Number
- Address
- Country
- City
- State
- Postal Code
- Tax Exempt
Action
Write
- Search FieldRequired
- Search ValueRequired
Action
Search
- Search FieldRequired
- Search ValueRequired
Action
Search

New Invoice
Triggers when an invoice is created.
Trigger
Instant
Try It
New Quote Approval
Triggers when a quote approval is created.
Trigger
Instant
Try It
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
Close Visit
Triggers when a visit to a customer is closed.
Trigger
Scheduled
Try It
New Customer
Triggers when a new customer is added.
Trigger
Scheduled
Try It
New Invoice
Triggers when a new invoice is added.
Trigger
Scheduled
Try It
New Property
Triggers when a new property is added.
Trigger
Scheduled
Try It
Visit Not Serviced
Triggers when a visit is marked as not serviced.
Trigger
Scheduled
Try It
- CustomerRequired
- Estimate Number
- Estimate Date
- Item NameRequired
- Item QuantityRequired
- Item RateRequired
- Item Tax Percent
- Item Description
- Discount Percent
- Estimate Notes
Action
Write
- TypeRequired
- To-do TitleRequired
- To-do Type
- Description
- Customer
- Property
Action
Write
- PropertyRequired
- Property Name
- Property Size
- Property Size Type
- County Tax
- City Tax
- State Tax
- Address
- Country
- City
- State
- Postal Code
- Property Notes
Action
Write
- Search FieldRequired
- Search ValueRequired
Action
Search

About Copilot CRM

Copilot CRM automates business processes and workflows by scheduling, routing, automatic invoicing, payment processing, and online booking.

Learn more

Related categories

Sales & CRM

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

Copilot CRM + Jobber

Create new Copilot CRM customers from new clients in Jobber

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

Inactive Customer

New Expense

New Payment

New To-Do

Create Customer

Customer Type

Business NameRequired

First Name

Last Name

Email Address

Phone Number

Mobile Number

Address

Country

City

State

Postal Code

Create Invoice

CustomerRequired

Invoice Number

Invoice Date

Item NameRequired

Item QuantityRequired

Item RateRequired

Item Tax Percent

Item Description

Discount Percent

Invoice Notes

Update Customer

CustomerRequired

Business Name

First Name

Last Name

Email Address

Phone Number

Address

Country

City

State

Postal Code

Tax Exempt

Find Customer

Search FieldRequired

Search ValueRequired

Find Property