Jobber + NiceJob
Create or update Jobber clients from new or updated persons in NiceJob
Ensure seamless client management between NiceJob and Jobber with this efficient automation. When a person is created or updated in NiceJob, it seamlessly creates a client in Jobber, streamlining your data entry process and boosting productivity. This workflow is the ideal solution for businesses seeking to optimize their client handling operations.
Ensure seamless client management between NiceJob and Jobber with this efficient automation. When a person is created or updated in NiceJob, it seamlessly creates a client in Jobber, streamlining your data entry process and boosting productivity. This workflow is the ideal solution for businesses seeking to optimize their client handling operations.
- When this happens...Person Created or Updated
Triggers when a new person is created or an existing person is updated.
- automatically do this!Create Client
Creates a new client.
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Person Created or Updated
Triggers when a new person is created or an existing person is updated.
Try ItPerson IDRequired
Employee IDs
Name
Amount
Scheduled At
Complete
Completed At
Tags
EmailRequired
First Name
Last Name
Phone Number
Position
EmailRequired
First Name
Last Name
Phone Number
Address
City
Country
State
Unit
Zip Code
Company
Position
Review Created or Updated
Triggers when a new review is created or an existing review is updated.
Try ItPerson IDRequired
Employee IDs
Name
Description
Status
Completed At
Tags
Person IDsRequired
Subtotal
Discount
Tax
TotalRequired
BalanceRequired
Paid
Status
Tags
Person IDsRequired
Invoice IDs
AmountRequired
Description
Status
Tags
