Jills Office + OrbisX

Jills Office + OrbisX integrations

Create leads in OrbisX from new Jill's Office action items

Set up this Zap to transfer the information from each new Jill's Office action item into OrbisX automatically. Prep your leads without the need for manual data entry chores.

When this happens...
New Action ItemTriggers when a new action item is created.
TriggerInstant
automatically do this!
Create LeadCreates a new lead.
ActionWrite

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More things you can do with Jills Office and OrbisX

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

New Action Item
Triggers when a new action item is created.
Trigger
Instant
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- First Name
- Last Name
- Email
- Phone Number
  Required
- Source
  Required
- More information
Action
Write
Deleted Event Hook
Triggers when an event is deleted.
Trigger
Instant
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Lead Converted to Client
Triggers when a lead is converted to a client
Trigger
Instant
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New Booking Request Received
Triggers when a new booking request is received
Trigger
Instant
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New Clients Hook
Triggers when a new client is created.
Trigger
Instant
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New Estimate
Triggers when a new estimate is created.
Trigger
Polling
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New Events
Triggers when a new events are created.
Trigger
Polling
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New Expense
Triggers when a new expense is created.
Trigger
Polling
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New Invoice
Triggers when a new invoice is created.
Trigger
Polling
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New Invoice Hook Event Completed
Triggers when an event is completed and sends each of the invoices attached to an event.
Trigger
Instant
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New Leads Hook
Triggers when a new lead is created.
Trigger
Instant
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New Payment Hook
Triggers when a new payment is created.
Trigger
Instant
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New Tag Added to Event
Triggers when a tag or label is added to an event
Trigger
Instant
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New Tag Removed From Client
Triggers when a tag or label is removed from a client
Trigger
Instant
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New Tag Removed From Lead
Triggers when a tag or label is removed from a lead
Trigger
Instant
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Updated Events Hook
Triggers when an event is updated.
Trigger
Instant
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- Assigned Staff Member
  Required
- Event Date
  Required
- Event Time
  Required
- Title
  Required
- Details
- Price
- Duration (minutes)
- Service ID
- Service Name
- Existing Lead
- Existing Client
- New Lead Name
- New Client Name
- New Lead/Client Email
- New Lead/Client Phone
- Vehicle Year
- Vehicle Make
- Vehicle Model
- Event Address
- Event Notifications
- Event Tags/Labels
- Created By User ID
Action
Write
- Journal Entry
  Required
- Journal Target
  Required
- Target ID (lead or client ID)
  Required
- Staff/User ID
Action
Write
- Message Type
  Required
- Message Content
  Required
- Client's Phone or Email
  Required
Action
Write
- Full Name
- Phone
- Email
Action
Search
- Full Name
- Phone
- Email
- Tag
- Vehicle Year
- Vehicle Make
- Vehicle Model
- Interest
- Source
- Lead ID
Action
Search
- Contact / Full Name
  Required
- Phone
- Email
- Tags
- Vehicle Year
- Vehicle Make
- Vehicle Model
- Initial Interest
- Source
- Lead ID
- Company
- Website
- Address
- City
- State/Province
- Zip/Postal Code
- Country
- Lead Value ($)
- Notes
Action
Search or write

New Contact
Triggers when a new contact is created.
Trigger
Instant
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Completed Event Hook
Triggers when an event is completed
Trigger
Instant
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Get POS Items
Triggers when a list of available POS items is required.
Trigger
Polling
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- Invoice ID
  Required
Trigger
Polling
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New Clients
Triggers when a new clients are created.
Trigger
Polling
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- Form ID
Trigger
Polling
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New Estimate Hook
Triggers when a new estimate is created.
Trigger
Instant
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New Events Hook
Triggers when a new event is created.
Trigger
Instant
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New Expense Hook
Triggers when a new expense is created.
Trigger
Instant
Try It
New Invoice Hook
Triggers when a new invoice is created
Trigger
Instant
Try It
New Leads
Triggers when a new leads are created.
Trigger
Polling
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New Payment
Triggers when a new payment is created.
Trigger
Polling
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New Tag Added to Client
Triggers when a tag or label is added to a client
Trigger
Instant
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New Tag Added to Lead
Triggers when a tag or label is added to a lead
Trigger
Instant
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New Tag Removed From Event
Triggers when a tag or label is removed from an event
Trigger
Instant
Try It
Updated Invoice Hook
Triggers when an invoice is updated
Trigger
Instant
Try It
- Contact / Full Name
  Required
- Initial Interest
- Company
- Phone
- Email
- Website
- Address
- City
- State/Province
- Zip/Postal Code
- Country
- Vehicle Year
- Vehicle Make
- Vehicle Model
- Notes
- Tag
- Source
Action
Write
- Amount
  Required
- Category
  Required
- Vendor/Supplier
  Required
- New Customer Name
- Existing Client
- Reference Number
- Expense Date
- Notes
- Tax Label
- Currency Code
- Expense Account
Action
Write
- Contact / Full Name
  Required
- Initial Interest
- Company
- Phone
- Email
- Website
- Address
- City
- State/Province
- Zip/Postal Code
- Country
- Vehicle Year
- Vehicle Make
- Vehicle Model
- Lead Value ($)
- Notes
- Source
- Tags
Action
Write
- Lead ID
- Email
- Phone
- Notes
- Primary User ID
- Tags
- Lead Status
Action
Write
- Client ID
- Phone Number
- Email
- Start Date
- End Date
Action
Search
- Contact / Full Name
  Required
- Phone
- Email
- Initial Interest
- Company
- Website
- Address
- City
- State/Province
- Zip/Postal Code
- Country
- Vehicle Year
- Vehicle Make
- Vehicle Model
- Notes
- Tag
- Source
Action
Search or write

About Jills Office

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

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Related categories

CRM (Customer Relationship Management)

About OrbisX

OrbisX is an all-in-one CRM solution for detailers, tinters and automotive service providers

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

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