Handoff + Jobber

Handoff + Jobber integrations

Create new Handoff contacts when new clients are added in Jobber

This workflow begins when a new client is added in Jobber, and subsequently a new contact is created in the Handoff app. This seamless process ensures you don't miss a beat in keeping your contacts updated across platforms, eliminating the need for manual data entry. Optimize your productivity and efficiently manage your client information by enhancing the coherence between Jobber and Handoff using this automation.

When this happens...
New Client CreatedTriggers when a client is created.
TriggerInstant
automatically do this!
Create ContactCreates a new contact (client, subcontractor, vendor).
ActionWrite

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More things you can do with Jobber and Handoff

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

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
Invoice Paid
Triggers when a client pays an invoice.
Trigger
Instant
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Proposal Approved
Triggers when a client approves a proposal. Includes the estimate ID so you can feed it directly into the 'Find Estimate' search action.
Trigger
Instant
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- Contact Name
  Required
- Email
- Phone
- Business Name
- Notes
- Street Address
- City
- State
- ZIP Code
- Referral Source
Action
Write
- Project Name
  Required
- Status
- Client Name
- Client Email
- Client Phone
- Client Business Name
- Client Notes
- Client Street Address
- Client City
- Client State
- Client ZIP Code
- Project Street Address
- Project City
- Project State
- Project ZIP Code
- Integration Custom ID
- Document Title
- Document Content
  Required
- Photo URLs
- File URLs
Action
Write
- Search Query
  Required
Action
Search
- Search Query
- Project ID
- Integration Custom ID
Action
Search
- Search Query
- Project ID
- Integration Custom ID
- Project Name
  Required
- Status
- Client Name
- Client Email
- Client Phone
- Client Business Name
- Client Notes
- Client Street Address
- Client City
- Client State
- Client ZIP Code
- Project Street Address
- Project City
- Project State
- Project ZIP Code
Action
Search or 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
New Contact
Triggers when a new contact (client, sub, vendor) is created.
Trigger
Instant
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New Project
Triggers when a new project is created.
Trigger
Instant
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Proposal Sent
Triggers when a proposal is sent to a client.
Trigger
Instant
Try It
- Project Name
  Required
- Status
- Client Name
- Client Email
- Client Phone
- Client Business Name
- Client Notes
- Client Street Address
- Client City
- Client State
- Client ZIP Code
- Project Street Address
- Project City
- Project State
- Project ZIP Code
- Integration Custom ID
Action
Write
- Project Name
  Required
- Status
- Client Name
- Client Email
- Client Phone
- Client Business Name
- Client Notes
- Client Street Address
- Client City
- Client State
- Client ZIP Code
- Project Street Address
- Project City
- Project State
- Project ZIP Code
- Integration Custom ID
- Estimate Description
  Required
Action
Write
- Project ID
  Required
- Estimate ID
  Required
- Sections Only
- Line by Item
- Page
- Page Size
Action
Search
- Search Query
  Required
- Contact Name
  Required
- Email
- Phone
- Business Name
- Notes
- Street Address
- City
- State
- ZIP Code
- Referral Source
Action
Search or write

About Handoff

Handoff is an AI-powered construction management platform for builders to capture leads, build estimates, send invoices, and run projects end-to-end.

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Productivity

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