Jobber + OneLocal LocalContacts

Jobber + OneLocal LocalContacts integrations

Create new Jobber clients from newly created contacts in OneLocal LocalContacts

Easily streamline your customer management process with this workflow. When a new contact is created in OneLocal LocalContacts, it swiftly sets up a new client in Jobber, saving you valuable time and ensuring cohesive data across platforms. It's an effortless way to keep your client information organized and up-to-date.

When this happens...
Contact CreatedTriggers when a new contact is added.
TriggerPolling
automatically do this!
Create ClientCreates a new client.
ActionWrite

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More things you can do with OneLocal LocalContacts and Jobber

Discover other triggers and actions you can use with OneLocal LocalContacts and Jobber

Contact Created
Triggers when a new contact is added.
Trigger
Polling
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- Contact ID
- External ID
- Full_name
- First Name
- Last Name
- Preferred Phone Number
- Phone Subscription
- Preferred Email
- Email Subscription
- Joined Date
- Last Active Date
Action
Write
- Field to Search By
  Required
- Search Value
  Required
- Contact ID
- External ID
- Full_name
- First Name
- Last Name
- Preferred Phone Number
- Phone Subscription
- Preferred Email
- Email Subscription
- Joined Date
- Last Active Date
Action
Search or 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

- Contact Field
  Required
Trigger
Polling
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- Field to Search By
  Required
- Search Value
  Required
Action
Search
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

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.

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Related categories

Scheduling & Booking

About OneLocal LocalContacts

LocalContacts provides a simple and easy way to manage & connect with your customers through OneLocal. LocalContacts seamlessly connects with OneLocal's LocalReviews & LocalReferrals.

HelpHelp

Related categories

CRM (Customer Relationship Management)

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