Jobber + Phone.com

Create contacts in Phone.com for new clients in Jobber

Effortlessly manage your new clients by connecting Jobber and Phone.com with this automation. When a new client is added in Jobber, this workflow creates a contact in your Phone.com account, ensuring your client communication remains organized and up-to-date. Save time and streamline your client management process with this handy integration.

When this happens...
New Client
Triggers when a client is created.
TriggerInstant
automatically do this!
Create Contact
Find a contact
ActionWrite

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Supported triggers and actions

What does this mean?

New Client
Triggers when a client is created.
Trigger
Instant
Try It
New Job Completion
Triggers when a job completion is created.
Trigger
Instant
Try It
New Quote
Triggers when a quote is created.
Trigger
Instant
Try It
- First Name
- Last Name
- Company Name
- Email Address
- Phone Number
- Street 1
- Street 2
- City
- State/Province
- Country
- Zip/Postal Code
Action
Write
- ClientRequired
Action
Write

- Client Name or Company Name
- Email Address
- 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 Call Log Record
Triggers when a new log entry is created for a call. Note: Multiple log entries can be created for each call.
Trigger
Instant
Try It

Call Status Updated
Triggers when an inbound or outbound call's status was updated.
Trigger
Instant
Try It
- Extension
Trigger
Instant
Try It
New Voicemail
Triggers when a new voicemail is created on your Phone.com account.
Trigger
Instant
Try It
- ExtensionRequired
- Contact Group
- Prefix
- First Name
- Middle Name
- Last Name
- Suffix
- Phonetic First Name
- Phonetic Middle Name
- Phonetic Last Name
- Nickname
- Company Name
- Department
- Job Title
- Email
- Alternative Email
- Business Phone Number
- Home Phone Number
- Mobile Phone Number
- Fax
- Business Address: Street address
- Business Address: City
- Business Address: State
- Business Address: Zip
- Business Address: Country
- Home Address: Street address
- Home Address: City
- Home Address: State
- Home Address: Zip
- Home Address: Country
Action
Write
- Call UUID
Action
Search

New Invoice
Triggers when an invoice is created.
Trigger
Instant
Try It
New Quote Approval
Triggers when a quote approval is created.
Trigger
Instant
Try It
New Request
Triggers when a request is created.
Trigger
Instant
Try It
- ClientRequired
- Add another line item?
Action
Write
- Client Name or Company Name
- Email Address
Action
Search
Call Completed
Triggers when an inbound or outbound call is terminated on your Phone.com account.
Trigger
Instant
Try It
New Call
Triggers when a new inbound or outbound call is initiated on your Phone.com account.
Trigger
Instant
Try It
New Call Recording
Triggers when a new call recording is created on your Phone.com account.
Trigger
Instant
Try It
- Extension
Trigger
Instant
Try It
- Leg A Phone NumberRequired
- Private Call To Leg A
- Caller ID For Leg A
- ExtensionRequired
- Leg B Phone Number
- Caller ID For Leg B
Action
Write
- FromRequired
- ToRequired
- TextRequired
Action
Write
- ExtensionRequired
- Contact Group ID
- Name
- Phone
Action
Search

About Jobber

Jobber is the command centre for home service businesses. Our easy-to-use app powers sales, operations, and customer service—all in one place.

Learn more

Related categories

Scheduling & Booking

About Phone.com

Phone.com app allows you to send and receive SMS, integrate CRM, get events on calls and call logs and generate calls.

Related categories

Phone & SMS

PRODUCTS

CAPABILITIES

By team

Jobber + Phone.com

Create contacts in Phone.com for new clients in Jobber

New Client

New Job Completion

New Quote

Create Client

First Name

Last Name

Company Name

Email Address

Phone Number

Street 1

Street 2

City

State/Province

Country

Zip/Postal Code

Create Request

Find or Create Client

Client Name or Company Name

Email Address

First Name

Last Name

Company Name

Email Address

Phone Number

Street 1

Street 2

City

State/Province

Country

Zip/Postal Code

New Call Log Record

Call Status Updated

New Inbound SMS

Extension

New Voicemail

Create Contact

ExtensionRequired

Contact Group

Prefix

First Name

Middle Name

Last Name

Suffix

Phonetic First Name

Phonetic Middle Name

Phonetic Last Name

Nickname

Company Name

Department

Job Title

Email

Alternative Email

Business Phone Number

Home Phone Number

Mobile Phone Number

Fax

Business Address: Street address

Business Address: City

Business Address: State

Business Address: Zip

Business Address: Country

Home Address: Street address

Home Address: City

Home Address: State

Home Address: Zip

Home Address: Country

Find Call Data

Call UUID

New Invoice

New Quote Approval

New Request

Create Quote

ClientRequired

Add another line item?

Find Client