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Jills Office + Jobber

Jills Office + Jobber

Jills Office + Jobber integrations

Create Jobber requests from new Jill's Office action items

Activate this template to automatically create Jobber requests using info from new action item notes in Jill's Office.

When this happens...
New Action ItemTriggers when a new action item is created.
TriggerInstant
automatically do this!
Create RequestCreates a new request. This will create the request for the client's first property.
ActionWrite

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More things you can do with Jills Office and Jobber

Discover other triggers and actions you can use with Jills Office and Jobber

New Action Item
Triggers when a new action item is created.
Trigger
Instant
Try It
- First Name
- Last Name
- Email
- Phone Number
  Required
- Source
  Required
- More information
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
Try It

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 is created.
Trigger
Instant
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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
Try It
New Request Created
Triggers when a request is created.
Trigger
Instant
Try It
- 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 Jills Office

Jill's Office is a virtual receptionist center that answers calls and website chats for your business.

Related categories

CRM (Customer Relationship Management)

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

Add new Jill's Office contacts as Jobber clients

Related Zap Templates

Add new Jill's Office contacts as Jobber clients