Jobber + JobProgress
Create Jobber clients for new JobProgress customers
Effortlessly manage your client database by connecting JobProgress and Jobber with this seamless workflow. When a new customer is added in JobProgress, a client will be created in Jobber, ensuring your information stays up-to-date across platforms. Save time and keep your business organized with this simple automation.
Effortlessly manage your client database by connecting JobProgress and Jobber with this seamless workflow. When a new customer is added in JobProgress, a client will be created in Jobber, ensuring your information stays up-to-date across platforms. Save time and keep your business organized with this simple automation.
- When this happens...New Customer
New Customer from jobprogress
- automatically do this!Create Client
Creates a new client.
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- 14 day trial for premium features & apps
New Customer
New Customer from jobprogress
Try ItLead Id
Job Id / Job Number (8888-9999-01)
Documents ListRequired
Lead IdRequired
Value
Latitude
Longitude
Address
City
House Number
Street
Zip Code
State
Country
Company
Documents List
First NameRequired
Last Name
EmailRequired
Phone
Salesman / Customer Rep
Job Rep / Estimator
Job Description
Referral
New Client
Triggers when a client is created.
Try It
New Lead
New Lead from JobProgress
Try ItIDRequired
First NameRequired
Last Name
PhoneRequired
EmailRequired
Company Name
Address
City
State
Zip Code
Country
Lead IdRequired
Value
Latitude
Longitude
Address
City
House Number
Street
Zip Code
State
Country
Company
Documents List
First NameRequired
Last Name
EmailRequired
Phone
New Invoice
Triggers when an invoice is created.
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