Jobber + RepCard

Create new clients in Jobber when statuses change in RepCard

Create seamless coordination between RepCard and Jobber with this user-friendly automation. When a change in client status occurs in the RepCard app, this prompts an equivalent client record creation within the Jobber app. This process provides an efficient solution for users seeking streamlined client data management, ensuring their records remain current and consistent across both platforms.

When this happens...
Status Changed
Triggers when a status is changed for a contact.
TriggerInstant
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Create Client
Creates a new client.
ActionWrite

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Supported triggers and actions

- Trigger when any appointment is changed to the status(s) below:Required
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Instant
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New Contact
Triggers when new contact is created. (Lead, Customer, Recruit, etc.).
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Instant
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- Trigger when any contact is changed to the status(s) below:
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- EventRequired
- First Name
- Last Name
- Ticket NumberRequired
- Email
- Phone Number
- Company Name
- Ticket TypeRequired
Action
Write
- Appointment Title
- First NameRequired
- Last Name
- Email
- Phone Country Code
- Phone Number
- Address
- State
- City
- Zip Code
- Meeting Location
- Meeting Link
- Notes
- CalendarRequired
- SetterRequired
- Closer
- Appointment Start TimeRequired
- Appointment End TimeRequired
Action
Write

- EventRequired
- Ticket TypeRequired
- First NameRequired
- Last NameRequired
- EmailRequired
- Country CodeRequired
- Phone NumberRequired
- Job TitleRequired
- Company NameRequired
Action
Write
- Send To Existing ContactRequired
- Send Via SMSRequired
- Send Via EmailRequired
- Who's RepCard do you want to send?Required
- Type
- First Name
- Last Name
- Country Code
- Phone Number
- Email
- Initial MessageRequired
- Choose Contact
- Include Social Media LinksRequired
- Choose text campaign
Action
Write

New Client Created
Triggers when a client is created.
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New Invoice Created
Triggers when an invoice is created.
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Job Closed
Triggers when a job is closed
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Job Updated
Triggers when a job is updated
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New Quote Created
Triggers when a quote is created.
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Instant
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New Request Created
Triggers when a request is created.
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Instant
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- Client IDRequired
- Tags to AddRequired
Action
Write
- ClientRequired
- Title
- Number of line itemsRequired
Action
Write
- ClientRequired
- 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

Appointment Set
Triggers when a new Appointment is created for any contact.
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Instant
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- Trigger when any user registered to the Event belowRequired
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New User
Triggers when a new user is created.
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- StatRequired
- Date TimeRequired
- Owner TypeRequired
- Stat OwnerRequired
- Stat UIDRequired
- Stat ValueRequired
Action
Write
- First Name
- Last Name
- TypeRequired
- Contact OwnerRequired
- Email
- Country Code
- Phone Number
- StatusRequired
- Company Name
- Title
- Address
- State
- City
- Zip
- Latitude
- Longitude
- Notes
Action
Write
- First NameRequired
- Last Name
- User EmailRequired
- Country CodeRequired
- Phone NumberRequired
- RoleRequired
- Job TitleRequired
- OfficeRequired
- Team
Action
Write
- ContactRequired
- First Name
- Last Name
- Type (Lead/Customer/Recruit/Other)Required
- Email
- Country Code
- Phone Number
- Company Name
- title
- StatusRequired
- Notes
- Address
- State
- City
- Zip
Action
Write
Client Updated
Triggers when a client is updated
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Invoice Updated
Triggers when a invoice is updated
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Instant
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New Job Created
Triggers when a job is created.
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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
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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
- ClientRequired
- Title
- Instructions
- Start Date (yyyy-mm-dd)
- Create VisitsRequired
- Start Time (hh:mm:ss)
- End Time (hh:mm:ss)
- Invoicing ScheduleRequired
- Number of line itemsRequired
Action
Write
- Request IDRequired
- MessageRequired
Action
Write
- Client Search Term (eg. name, email, or company name)
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 RepCard

RepCard is a sales tool used to facilitate automated follow up with leads that will drive reviews and referrals back to the sales person.

Learn more

Related categories

Sales & CRM

Related Zap Templates

Create new Jobber clients from new RepCard contacts

Related Zap Templates

Create new Jobber clients from new RepCard contacts

Jobber + RepCard

Create new clients in Jobber when statuses change in RepCard

Appointment Outcome

New Contact

Status Changed

Add Event Ticket

New Appointment

Create Registration

Send Repcard to a Contact

New Client Created

New Invoice Created

Job Closed

Job Updated

New Quote Created

New Request Created

Add Tags to Client

Create Quote

Create Request

Find or Create Client

Appointment Set

New Registration

New User

Create Leaderboard Stat

Create Contact

Create User

Update Contact

Client Updated

Invoice Updated

New Job Created

Quote Approved

Quote Sent

Create Client

Create Job

Add Note to Request

Find Client

About Jobber

Related categories

About RepCard

Related categories

Related Zap Templates

Related Zap Templates