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Set up your first integration
Quickly connect Jobber to RingCentral with a Zapier template.
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How Zapier works
Zapier makes it easy to integrate Jobber with RingCentral - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Client Created" from Jobber.
Add your action
An action happens after the trigger—such as "Create Contact" in RingCentral.
You’re connected!
Zapier seamlessly connects Jobber and RingCentral, automating your workflow.
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Frequently Asked Questions about Jobber + RingCentral integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Jobber and RingCentral
Can I connect Jobber with RingCentral using your platform?
Yes, you can seamlessly connect Jobber with RingCentral through our platform. You can set up triggers in Jobber, such as a new job being created or a job status being updated, which can then prompt actions in RingCentral like sending a message to a team member or initiating a call with the client.
What triggers are available when integrating Jobber with RingCentral?
Our integration supports various triggers from Jobber, including when a new job is scheduled, an invoice is sent, or a client detail is updated. These triggers can be used to perform actions in RingCentral like sending notifications, creating reminders, or starting communication workflows.
What actions can be performed in RingCentral through this integration?
You can automate multiple actions in RingCentral based on events triggered by Jobber. These include making calls, sending SMS messages to clients or team members, and creating calendar events to ensure all communications are timely and synchronized.
Are there any limitations I should be aware of when integrating Jobber and RingCentral?
While the integration supports many features, currently you might encounter limitations like only triggering outbound calls instead of inbound ones with this setup. Always check for the latest updates as we continually improve our integrations.
How do I manage notification settings between Jobber and RingCentral?
You can customize notification settings by selecting specific triggers in Jobber that cause notifications via SMS or calls in RingCentral. This allows you to control how and when you receive important updates regarding your jobs and clients.
Is it possible to set up automated reminders for my team using this integration?
Yes, leveraging both platforms you can set up automated reminders for your team members through triggered actions. For example, when a job is nearing its due date in Jobber, an automatic reminder SMS or call can be generated via RingCentral.
Can I track communication history between my team and clients through this integration?
The integration allows tracking communication activities such as messages sent or calls made via RingCentral directly from updates received from Jobber. However, detailed logging will need configuration within each tool’s specific settings.
Practical ways you can use Jobber and RingCentral
Create RingCentral contacts from new Jobber clients
When a new client is added in Jobber, Zapier automatically creates the client as a contact in RingCentral. This keeps your communication tools updated in real-time, ensuring no manual data entry and making it easier to call or message clients instantly.
Business OwnerSend SMS campaigns for approved Jobber quotes
When a quote is approved in Jobber, Zapier triggers an SMS campaign via RingCentral. This prompt follow-up action ensures clients stay engaged, increasing conversion rates and building stronger communication channels.
Marketing & Marketing OpsSupported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- New Client Created
Triggers when a client is created.
Try ItTriggerInstant - New Invoice Created
Triggers when an invoice is created.
Try ItTriggerInstant - Job Closed
Triggers when a job is closed
Try ItTriggerInstant - Job Updated
Triggers when a job is updated
Try ItTriggerInstant
- Client Updated
Triggers when a client is updated
Try ItTriggerInstant - Invoice Updated
Triggers when a invoice is updated
Try ItTriggerInstant - New Job Created
Triggers when a job is created.
Try ItTriggerInstant - Quote Approved
Triggers when a quote is approved
Try ItTriggerInstant