Jobber + Less Annoying CRM

Create new Jobber clients when new group memberships are added in Less Annoying CRM

Streamline your group management operations with this workflow. When a new member joins a group in Less Annoying CRM, a corresponding entry is created in Jobber maintaining consistency in your group tracking. This process enhances accuracy by removing the need for manual data entry, solidifying efficient client and group management procedures in your business. Ideal for businesses aiming for heightened productivity and robust client administration systems.

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Supported triggers and actions

- Hook should trigger for actions taken by:Required
Trigger
Instant
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- FormRequired
- Hook should trigger for actions taken by:Required
Trigger
Instant
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- Hook should trigger for actions taken by:Required
Trigger
Instant
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- Hook should trigger for actions taken by:Required
Trigger
Instant
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- ContactRequired
- Note
Action
Write

- Contact to editRequired
- User to assign contact to
Action
Write
- ContactRequired
- GroupRequired
Action
Write

- NameRequired
- Due DateRequired
- Description
- User to assign task to (default: this user)
- Calendar to create task on (default: primary calendar)
- Contact to attach task to
Action
Write
- Contact Name (if used, only search Contacts)
- Company Name (if used, only search Companies)
- Email Search (searches both)
- Get contact by unique LACRM Id
Action
Search
- Contact Name (if used, only search Contacts)
- Company Name (if used, only search Companies)
- Email Search (searches both)
- Get contact by unique LACRM Id
- Record TypeRequired
- User to assign contact toRequired
Action
Search or write
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
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New Request Created
Triggers when a request is created.
Trigger
Instant
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- Client IDRequired
- Tags to AddRequired
Action
Write
- ClientRequired
- Title
- Number of line itemsRequired
Action
Write
- ClientRequired
- 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

- Hook should trigger for actions taken by:Required
Trigger
Instant
Try It
- Hook should trigger for actions taken by:Required
Trigger
Instant
Try It
- Hook should trigger for actions taken by:Required
Trigger
Instant
Try It
- Record TypeRequired
- User to assign contact toRequired
Action
Write
- ContactRequired
- GroupRequired
Action
Write
- Pipeline Item to updateRequired
- Status
- Note
Action
Write
- Contact to attach item toRequired
- PipelineRequired
- StatusRequired
- Note
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- Contact that item is attached toRequired
- Pipeline that item belongs toRequired
- Status that item is set to
Action
Search
- Contact to attach item toRequired
- PipelineRequired
- StatusRequired
- Note
Action
Search or write
Client Updated
Triggers when a client is updated
Trigger
Instant
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Invoice Updated
Triggers when a invoice is updated
Trigger
Instant
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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
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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
- ClientRequired
- Title
- Instructions
- Start Date (yyyy-mm-dd)
- Create VisitsRequired
- Start Time (HH:mm:ss)
- End Time (HH:mm:ss)
- Invoicing ScheduleRequired
- Number of line itemsRequired
Action
Write
- Request IDRequired
- MessageRequired
Action
Write
- Client Search Term (eg. name, email, or company name)
Action
Search

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 more

Related categories

Scheduling & Booking

About Less Annoying CRM

Less Annoying CRM is a small business CRM with easy-to-use features at an affordable price. Manage all leads, notes, and tasks in one place.

Learn more

Related categories

CRM (Customer Relationship Management)

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Jobber + Less Annoying CRM

Create new Jobber clients when new group memberships are added in Less Annoying CRM

New Contact

Form Submission

Group Membership Deletion

Pipeline Item Deletion

Create Contact Note

Edit Contact

Create Group Membership

Create Task

Find Contact

Find or Create Contact

New Client Created

New Invoice Created

Job Closed

Job Updated

New Quote Created

New Request Created

Add Tags to Client

Create Quote

Create Request

Find or Create Client

Contact Deletion

Group Membership Addition

Pipeline Item Status Update

Create Contact

Delete Group Membership

Edit Pipeline Item

Create Pipeline Item

API Request (Beta)

Find Pipeline Item

Find or Create Pipeline Item

Client Updated

Invoice Updated

New Job Created

Quote Approved

Quote Sent

Create Client

Create Job

Add Note to Request

Find Client

About Jobber

Related categories

About Less Annoying CRM

Related categories

Similar apps

Zapier Forms