GatherUp + Jobber

Create new GatherUp customers when jobs close in Jobber

Streamline your customer management process with this workflow. When a job is closed in Jobber, it seamlessly creates a new customer in GatherUp. This efficient system not only saves time but also ensures better customer relationship management. Perfect for businesses seeking to enhance their customer engagement without the hassle of manual data entry.

When this happens...
Job Closed
Triggers when a job is closed
TriggerInstant
automatically do this!
Create Customer
Creates a new customer in GatherUp and optionally sends a feedback request.
ActionWrite

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Supported triggers and actions

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 IDRequired
- Tags to AddRequired
Action
Write

- ClientRequired
- Title
- Number of line itemsRequired
Action
Write
- ClientRequired
- 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
- Business LocationRequired
- Rating Score ThresholdRequired
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
- ClientRequired
- Title
- Instructions
- Start Date (yyyy-mm-dd)
- Create VisitsRequired
- Start Time (hh:mm:ss)
- End Time (hh:mm:ss)
- Invoicing ScheduleRequired
- Number of line itemsRequired
Action
Write
- Request IDRequired
- MessageRequired
Action
Write
- Client Search Term (eg. name, email, or company name)
Action
Search
- Business LocationRequired
- Rating Score Threshold
Trigger
Instant
Try It
- Business LocationRequired
- Customer First NameRequired
- Customer Last NameRequired
- Customer Email
- Customer Phone
- Customer Job ID
- Customer Tags
- Communication Preference
- Preference Checking
- Send Feedback Request
- Delayed Feedback Request
Action
Write