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Hatch + Jobber

Create Hatch contacts from new Jobber job completions

Efficiently manage your customer information by connecting Jobber to Hatch. With this workflow, every time a job is marked as completed in Jobber, a new contact will be created in Hatch, helping you maintain a seamless communication channel and streamline your customer engagement process. Enhance your productivity and ensure every client is accounted for with this powerful automation.

When this happens...
Job ClosedTriggers when a job is closed
TriggerInstant
automatically do this!
Create ContactCreates a contact
ActionWrite

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More things you can do with Jobber and Hatch

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

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
Try It
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
- BoardID
  Required
Trigger
Instant
Try It
- Contact first name
  Required
- Contact last name
  Required
- Contact phone number
- Contact email
- Contact details
- Contact status
- Board ID
  Required
- Source
- Advanced: External Contact ID
- Advanced: External ID
Action
Write

Client Updated
Triggers when a client is updated
Trigger
Instant
Try It
Invoice Updated
Triggers when a invoice is updated
Trigger
Instant
Try It
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
Try It
- 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
- BoardID
  Required
Trigger
Instant
Try It
- BoardID
  Required
Trigger
Instant
Try It

About Hatch

Hatch is a conversation messaging platform that allows companies to send text, emails, and voicemails to their customers to set appointments and close more sales.

HelpHelp

Related categories

Phone & SMS

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 Hatch contacts when clients are updated in Jobber

Create new Hatch contacts from newly created Jobber requests