GatherUp + Jobber

GatherUp + Jobber integrations

Create new GatherUp customers from newly created Jobber invoices

Keep your Customer Relations Management (CRM) up-to-date without manual input with this seamless Jobber to GatherUp workflow. Whenever a new invoice is generated in Jobber, a corresponding customer profile is instantly created in GatherUp. This effective automation enhances your customer management process, keeping your CRM updated and saving time for your team.

When this happens...
New Invoice CreatedTriggers when an invoice is created.
TriggerInstant
automatically do this!
Create CustomerCreates a new customer in GatherUp and optionally sends a feedback request.
ActionWrite

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More things you can do with Jobber and GatherUp

Discover other triggers and actions you can use with Jobber and GatherUp

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
- Business Location
  Required
- Rating Score Threshold
  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
- Business Location
  Required
- Rating Score Threshold
Trigger
Instant
Try It
- Business Location
  Required
- Customer First Name
  Required
- Customer Last Name
  Required
- Customer Email
- Customer Phone
- Customer Job ID
- Customer Tags
- Communication Preference
- Preference Checking
- Send Feedback Request
- Delayed Feedback Request
Action
Write

About GatherUp

GatherUp is an automated customer feedback and online review platform.

Learn moreLearn moreHelpHelp

Related categories

Forms & Surveys

Similar apps

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.

Learn moreLearn moreHelpHelp

Related categories

Scheduling & Booking

Related Zap Templates

Create new GatherUp customers when jobs close in Jobber

Related Zap Templates

Create new GatherUp customers when jobs close in Jobber