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.
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 Created
Triggers when a client is created.
- automatically do this!Create Checkin (Address)
Create a Checkin using an address to define location.
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