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Groundwork + JobTread

Create JobTread customers from new Groundwork kickoff forms submitted

Effortlessly streamline your customer onboarding process with this automation between Groundwork and JobTread. Each time a new kickoff form is submitted in Groundwork, this workflow will create a customer in JobTread, helping you save time and keep your client information organized in one place. Stay focused on delivering excellent service while maintaining accurate customer records.

When this happens...
New Kickoff Form SubmittedTriggers when a lead kickoff form is completed.
TriggerPolling
automatically do this!
Create CustomerCreate a new customer including optional contacts, locations, and jobs.
ActionWrite

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More things you can do with Groundwork and JobTread

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

- Survey
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- Survey
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- Survey
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- Organization
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- Organization
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- Organization
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- Organization
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- Organization
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- Organization
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- Organization
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- Limit files uploaded to this type (optional)
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- Organization
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- Organization
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- Organization
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- Organization
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- Assignee
  Required
- Target Type
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- Target Id
  Required
- Notify
Action
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- Organization
  Required
- Add Customer Contact
- Add Location
- Add Files to Customer
Action
Write
- Organization
  Required
- Job ID
  Required
- Date
  Required
- Notes
- Notify assignees
- Assignees
Action
Write
- Organization
  Required
- Account ID
  Required
- Location Name
  Required
- Location Address
Action
Write
- Organization
  Required
- Add Vendor Contact
Action
Write
- Organization
  Required
- Target Type
  Required
- Target Id
  Required
- Task Template Name
  Required
- Start Date and Time
- Notify
Action
Write
- Organization
  Required
- Customer Id
- Customer Name
- This customer is taxable
Action
Write
- Organization
  Required
- Location Id
  Required
- Address
- Name
Action
Write
- Organization
  Required
- Account Id
- Vendor name
Action
Write
- Organization
  Required
- Customer Name
Action
Search
- Organization
  Required
- Location Name
Action
Search
- Organization
  Required
- Vendor Name
Action
Search

- Survey
- Require Address
Trigger
Polling
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- Survey
Trigger
Polling
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- Survey
  Required
- Full Name
  Required
- Email
- Phone
  Required
- Defer Survey
- Send Survey At
- Do Not Send Survey Text
- Street Number 1
- Street Number 2
- City
- State
- Zip
- Note
- Source
- UTM Campaign
- UTM Source
- UTM Term
- GLCID
- FBCLID
Action
Write
- Organization
  Required
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Instant
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- Organization
  Required
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Instant
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- Organization
  Required
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Instant
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- Organization
  Required
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Instant
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- Organization
  Required
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- Organization
  Required
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- Organization
  Required
- Limit files updated to this type (optional)
Trigger
Instant
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- Organization
  Required
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Instant
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- Organization
  Required
Trigger
Instant
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- Organization
  Required
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Instant
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- JavaScript Code
  Required
Action
Write
- Organization
  Required
- Comment Message
  Required
- Target Type
  Required
- Target Id
  Required
- Assignee Emails
Action
Write
- Organization
  Required
- Customer ID
  Required
- Name
  Required
- Title
Action
Write
- Organization
  Required
- Location ID
  Required
- Description
- Name
- Account ID
Action
Write
- Organization
  Required
- Name
  Required
- Description
- Is To-Do
- Target Type
- Target Id
- Parent Task Id
- Start Date
- Start Time
- End Date
- Task Progress
- End Time
- Assigned Membership Ids
- Assigned Emails
- Task Type Name
Action
Write
- Organization
  Required
- Vendor ID
  Required
- Name
  Required
- Title
Action
Write
- Query (JSON)
  Required
Action
Write
- Organization
  Required
- Job Id
  Required
- Description
- Name
- Closed On
Action
Write
- Organization
  Required
- Task Id
  Required
- Task name
- Task Description
- Task Progress
- Parent Task Id
- Start Date
- Start Time
- End Date
- End Time
- Assigned Membership Ids
- Task Type Name
Action
Write
- Organization
  Required
- File URLs
  Required
- Target Type
- Target Id
- File Tag Names
- File Folder
Action
Write
- Organization
  Required
- Job Number
- Job Name
Action
Search
- Organization
  Required
- User Email
- User Name
Action
Search

About Groundwork

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

HelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About JobTread

JobTread is construction estimating & project management software that will help you keep your budget and jobs on track.

HelpHelp

Related categories

Project Management

Related Zap Templates

Create JobTread customers from new Groundwork videoleads submitted

Update customers in JobTread when new videoleads are submitted in Groundwork

Update customers in JobTread when new videoleads are submitted in Groundwork