Create new Microsoft Exchange contacts from approved Jobber quotes
Elevate your efficiency with this workflow that activates when you approve a quote in Jobber, seamlessly creating a new contact in your Microsoft Exchange account. This automation helps streamline your customer management by eliminating the need for manual data entry, ensuring that your contact list is constantly updated with approved quotes from Jobber. Stay organized and focus on what really matters - providing top-notch service to your customers.
- When this happens...Quote ApprovedTriggers when a quote is approved
- automatically do this!Create ContactCreates a new contact.
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More things you can do with Jobber and Microsoft Exchange
Discover other triggers and actions you can use with Jobber and Microsoft Exchange
- New Client Created
Triggers when a client is created.
Try ItTriggerInstant - New Invoice Created
Triggers when an invoice is created.
Try ItTriggerInstant - Job Closed
Triggers when a job is closed
Try ItTriggerInstant - Job Updated
Triggers when a job is updated
Try ItTriggerInstant
- Client Updated
Triggers when a client is updated
Try ItTriggerInstant - Invoice Updated
Triggers when a invoice is updated
Try ItTriggerInstant - New Job Created
Triggers when a job is created.
Try ItTriggerInstant - Quote Approved
Triggers when a quote is approved
Try ItTriggerInstant





