Create or update persons in NiceJob for every new invoice in Jobber
Improve customer relationships through this intuitive workflow. When a new invoice is created within Jobber, it will prompt the action of creating or updating a person's profile in NiceJob. This automation ensures every client's information stays updated effortlessly, saving you time, reducing manual data entry, and enhancing accuracy. Enjoy more focus on providing quality service while this robust interaction between Jobber and NiceJob takes care of your customer records.
- When this happens...New Invoice CreatedTriggers when an invoice is created.
- automatically do this!Create or Update PersonCreates a new Person or updates an exisitng person with the given email.
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More things you can do with Jobber and NiceJob
Discover other triggers and actions you can use with Jobber and NiceJob
- 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




