Jobber + magicplan
Create magicplan projects from new Jobber requests
This zap automatically creates a project in magicplan for every new request in Jobber. Location and customer data are transferred automatically -- no more double work and less room for error!
This zap automatically creates a project in magicplan for every new request in Jobber. Location and customer data are transferred automatically -- no more double work and less room for error!
New ClientTriggers when a client is created.Trigger- New InvoiceTriggers when an invoice is created.Trigger
- New Job CompletionTriggers when a job completion is created.Trigger
- New Quote ApprovalTriggers when a quote approval is created.Trigger
- New QuoteTriggers when a quote is created.Trigger
- New RequestTriggers when a request is created.Trigger
- Create ClientCreates a new client.Action
- Create QuoteCreates a new quote. This will create the quote for the client's first property.Action
- Jobber
Creates a new request. This will create the request for the client's first property.
Scheduled
Action
- Jobber
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.
Scheduled
Action
- Jobber
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.
Scheduled
Action
- magicplan
Triggers only once when files have been generated and includes a list of the files.
Instant
Trigger
- magicplan
Triggers for every file that has been generated.
Instant
Trigger
- magicplan
Create a new magicplan project assigned to a workspace member.
Scheduled
Action
- magicplan
Finds files exported on this plan.
Scheduled
Action
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