Loading

Jobber + monday.com

Create items in monday.com for new clients in Jobber

Effortlessly manage your new clients in Jobber by adding them to your monday.com board with this streamlined workflow. When a new client is added in Jobber, this integration will create a new item in your monday.com board, ensuring their information is easily accessible in one place. Save time by simplifying your client management process and let this automation handle the seamless transition between the two apps.

Effortlessly manage your new clients in Jobber by adding them to your monday.com board with this streamlined workflow. When a new client is added in Jobber, this integration will create a new item in your monday.com board, ensuring their information is easily accessible in one place. Save time by simplifying your client management process and let this automation handle the seamless transition between the two apps.

  1. When this happens...
    JobberJobber
    New Client

    Triggers when a client is created.

    TriggerInstant
  2. automatically do this!
    monday.commonday.com
    Create Item

    Create a new Item in a board

    ActionWrite
Start free with email
  • Free forever for core features
  • 14 day trial for premium features & apps

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 triggers, actions, and search

    New Quote Approval

    Triggers when a quote approval is created.

    Trigger
    Instant
    Try It
    • ClientRequired

    • Add another line item?

    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
monday logo

Related categories

Similar apps

Trello integrationsTrello integrations

Trello

Project Management
Asana integrationsAsana integrations

Asana

Project Management
Insightly integrationsInsightly integrations

Insightly

CRM (Customer Relationship Management)