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Jobber + Rosie

Jobber + Rosie integrations

Create new clients in Jobber from new calls in Rosie

Effortlessly maintain your client records with this Rosie and Jobber integration. Every time a new call is made in Rosie, a client is immediately created in Jobber. This streamlined process eliminates the need for time-consuming manual data entry, ensuring your data is always up-to-date and accurate. Enhance the efficiency of your client management system with this simple, yet effective synergy between your Rosie and Jobber apps.

When this happens...
New CallTriggers when a new call has been added.
TriggerInstant
automatically do this!
Create ClientCreates a new client.
ActionWrite

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More things you can do with Rosie and Jobber

Discover other triggers and actions you can use with Rosie and Jobber

New Booking
Triggers when a new booking is created.
Trigger
Instant
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- Conversation Type
Trigger
Instant
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Yelp Reply Ready
Triggers when Rosie or your team has a message for a Yelp customer. Add the Yelp Leads "Create Message" step after it to post the message in the customer's Yelp thread.
Trigger
Instant
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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

New Call
Triggers when a new call has been added.
Trigger
Instant
Try It
- Conversation Type
Trigger
Instant
Try It
- Yelp Lead ID
  Required
- Customer Message
  Required
- Customer Name
- Yelp Business ID
- Message ID
Action
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
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
- 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

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 Rosie

Rosie is an AI answering service for businesses. Grow your business while Rosie answers your phone calls, takes messages and sets appointments 24/7.

Learn moreLearn moreHelpHelp

Related categories

AI Assistants