Dialpad + Jobber
Create new Jobber clients when Dialpad call states change
Stay on top of your client management with this time-saving workflow. When a call state changes in your Dialpad application, this automation will swiftly create a new client in your Jobber software. Keep your records updated, ensuring every interaction is logged without the need for manual data entry. It's an efficient solution for communication-driven businesses that want seamless integration between their telephony and client management systems.
Stay on top of your client management with this time-saving workflow. When a call state changes in your Dialpad application, this automation will swiftly create a new client in your Jobber software. Keep your records updated, ensuring every interaction is logged without the need for manual data entry. It's an efficient solution for communication-driven businesses that want seamless integration between their telephony and client management systems.
- When this happens...Call State Changed
Triggers when a call state changes.
- automatically do this!Create Client
Creates a new client.
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Call StatesRequired
Try ItApi Docs Info
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
New Client
Triggers when a client is created.
Try ItNew Job Completion
Triggers when a job completion is created.
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SMS directionRequired
Try ItCreate and Optionally Assign Contact in Dialpad
This action creates a new contact in Dialpad with the provided details and optionally assigns it to a specific department or user.
New Invoice
Triggers when an invoice is created.
Try ItNew Quote Approval
Triggers when a quote approval is created.
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