Find clients and create requests in Jobber from new phone appointments in IsOn24
What happens when a client calls to request your service? First, you ensure you never miss any calls, then take the client's information, then manually create a client request in your Jobber account. This Zapier automation does all this work for you, 24x7. Every time your IsOn24 - AI voice assistant creates a phone appointment for a client, a client request will be created in your Jobber account automatically.
What happens when a client calls to request your service? First, you ensure you never miss any calls, then take the client's information, then manually create a client request in your Jobber account. This Zapier automation does all this work for you, 24x7. Every time your IsOn24 - AI voice assistant creates a phone appointment for a client, a client request will be created in your Jobber account automatically.
- When this happens...New Appointment Update
Triggers when a new appointment is made or a previous appointment is changed via IsOn24.
- automatically do this...Find Client
Finds a client. This will only return one client; if the search values match more than one client, the client with the lowest ID will be returned.
- then do this!Create Request
Creates a new request. This will create the request for the client's first property.
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Max Count
Past Duration
Since Timestamp
Calendar Id
Event Type
Appointment state
Try ItMax Count
Past Duration
Since Timestamp
Message Sender
Try ItExternal IdRequired
Begin TimestampRequired
End TimestampRequired
Contact Phone NumberRequired
Duration
Resource CountRequired
Contact Name
Contact Email
Appointment stateRequired
Event Type
Description
IsOn24 Calendar IDRequired
External IdRequired
IsOn24 Appointment ID
Begin TimestampRequired
End TimestampRequired
Contact Phone Number
Duration
Resource countRequired
Contact Name
Contact Email
Appointment stateRequired
Event Type
Description
IsOn24 Calendar IDRequired
Max Count
Past Duration
Since Timestamp
Receive Additional Information
Try ItExternal IdRequired
IsOn24 ID
Begin TimestampRequired
End TimestampRequired
Contact Phone Number
Duration
Resource countRequired
Appointment stateRequired
IsOn24 Calendar IDRequired
Message ContentRequired
Contact Phone numberRequired
Contact Name
Contact Email
New Client
Triggers when a client is created.
Try It