Groundwork + Jobber

Groundwork + Jobber integrations

Create Jobber clients from newly submitted Groundwork forms

Streamline your client onboarding process by connecting Groundwork and Jobber apps. With this workflow, every time a new kickoff form is submitted in Groundwork, a client will be created in Jobber. Save time and improve efficiency by eliminating the need for manual data entry and ensuring accurate client information across both platforms.

When this happens...
New Kickoff Form SubmittedTriggers when a lead kickoff form is completed.
TriggerPolling
automatically do this!
Create ClientCreates a new client.
ActionWrite

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More things you can do with Groundwork and Jobber

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

- Survey
Trigger
Polling
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- Survey
  Required
- First Name
  Required
- Last Name
  Required
- Email
  Required
- Phone
  Required
- Defer Survey
- Send Survey At
- Street Number 1
- Street Number 2
- City
- State
- Zip
Action
Write
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

- Survey
Trigger
Polling
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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 Groundwork

Groundwork is a virtual sales tool for contractors so they can stop wasting time on bad leads.

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Related categories

CRM (Customer Relationship Management)

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 Groundwork leads from new Jobber requests

Related Zap Templates

Create Groundwork leads from new Jobber requests