Jobber + Phone.com

Jobber + Phone.com integrations

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 CreatedTriggers when a client is created.
TriggerInstant
automatically do this!
Create ContactFind a contact
ActionWrite

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More things you can do with Jobber and Phone.com

Discover other triggers and actions you can use with Jobber and Phone.com

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
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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
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
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Call Status Updated
Triggers when an inbound or outbound call's status was updated.
Trigger
Instant
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- Extension
Trigger
Instant
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New Voicemail
Triggers when a new voicemail is created on your Phone.com account.
Trigger
Instant
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- Extension
  Required
- 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

Client Updated
Triggers when a client is updated
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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.
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Instant
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Quote Approved
Triggers when a quote is approved
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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
Call Completed
Triggers when an inbound or outbound call is terminated on your Phone.com account.
Trigger
Instant
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New Call
Triggers when a new inbound or outbound call is initiated on your Phone.com account.
Trigger
Instant
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New Call Recording
Triggers when a new call recording is created on your Phone.com account.
Trigger
Instant
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- Extension
Trigger
Instant
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- Leg A Phone Number
  Required
- Private Call To Leg A
- Caller ID For Leg A
- Extension
  Required
- Leg B Phone Number
- Caller ID For Leg B
Action
Write
- From
  Required
- To
  Required
- Text
  Required
Action
Write
- Extension
  Required
- Contact Group ID
- Name
- Phone
Action
Search

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.

Learn moreLearn moreHelpHelp

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.

HelpHelp

Related categories

Phone & SMS

Related Zap Templates

Send sms via Phone.com when new quote approvals happen in Jobber

Send sms via Phone.com when new clients are added in Jobber