Jobber + Nearby Now

Jobber + Nearby Now integrations

Create Nearby Now checkins from new clients in Jobber

This workflow streamlines your process whenever a new client is added in Jobber. Instead of manually entering the information in Nearby Now, the automation will do it for you by creating a check-in at the client's address. This efficient system not only saves you time but also prevents any potential errors from manual data entry. Improve your client management process with this efficient workflow.

When this happens...
New Client CreatedTriggers when a client is created.
TriggerInstant
automatically do this!
Create Checkin (Address)Create a Checkin using an address to define location.
ActionWrite

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More things you can do with Jobber and Nearby Now

Discover other triggers and actions you can use with Jobber and Nearby Now

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 ID
  Required
- Tags to Add
  Required
Action
Write

- Client
  Required
- Title
- Number of line items
  Required
Action
Write
- Client
  Required
- 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
New Customer
Triggers when a new customer is created.
Trigger
Instant
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- Checkin User Email
  Required
- Checkin Message
  Required
- Checkin Street Address
  Required
- Checkin City
  Required
- Checkin State
  Required
- Checkin Postal Code
  Required
- Checkin Country Code
  Required
- Photo
Action
Write
- Checkin User Email
  Required
- Checkin Message
  Required
- Checkin Street Address
  Required
- Checkin City
  Required
- Checkin State
  Required
- Checkin Postal Code
  Required
- Checkin Country Code
  Required
- Customer Name
  Required
- Customer Email
- Customer Phone Number
- Photo
Action
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
- Client
  Required
- Title
- Instructions
- Start Date (yyyy-mm-dd)
- Create_visits
  Required
- Start Time (HH:mm:ss)
- End Time (HH:mm:ss)
- Invoicing_schedule
  Required
- Number of line items
  Required
Action
Write
- Request ID
  Required
- Message
  Required
Action
Write
- Client Search Term (eg. name, email, or company name)
Action
Search
New Checkin
Triggers when a new checkin is created.
Trigger
Instant
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New Review Completed
Triggers when a customer completes a review.
Trigger
Instant
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- Checkin User Email
  Required
- Checkin Message
  Required
- Checkin Latitude
  Required
- Checkin Longitude
  Required
- Photo
Action
Write
- Checkin User Email
  Required
- Checkin Message
  Required
- Checkin Latitude
  Required
- Checkin Longitude
  Required
- Customer Name
  Required
- Customer Email
- Customer Phone Number
- Photo
Action
Write

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 moreLearn moreHelpHelp

Related categories

Scheduling & Booking

About Nearby Now

Nearby Now's powerful marketing platform drives hyperlocal results for your own website by helping you secure more reviews and create rich local checkins.

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Related categories

Marketing Automation

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