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Jobber + magicplan

Generate magicplan projects from new quotes in Jobber

Need to stay responsive to incoming quotes? This zap helps you do just that, automatically creating a project in magicplan for every new quote in Jobber. Location and Customer data are transferred to save you from the time and effort of manual data entry!

Need to stay responsive to incoming quotes? This zap helps you do just that, automatically creating a project in magicplan for every new quote in Jobber. Location and Customer data are transferred to save you from the time and effort of manual data entry!

  1. When this happens...
    JobberJobber
    New Quote

    Triggers when a quote is created.

    TriggerInstant
  2. automatically do this!
    magicplanmagicplan
    Create New Project

    Create a new magicplan project assigned to a workspace member.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Jobber triggers, actions, and search

    New Client

    Triggers when a client is created.

    Trigger
    Instant
    Try It
  • Jobber triggers, actions, and search

    New Job Completion

    Triggers when a job completion is created.

    Trigger
    Instant
    Try It
    • First Name

    • Last Name

    • Company Name

    • Email Address

    • Phone Number

    • Street 1

    • Street 2

    • City

    • State/Province

    • Country

    • Zip/Postal Code

    Action
    Write
jobber logo
jobber logo

About Jobber

Jobber is the command centre 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
magicplan logo
magicplan logo

About magicplan

magicplan lets you instantly create and share floor plans, field reports, and estimates with one easy-to-use application.

Related categories