Jobber + Salescaptain

Add new Jobber clients to Salescaptain effortlessly

Streamline your customer management by connecting Jobber and SalesCaptain. With this workflow, whenever a new client is added in Jobber, their details will be swiftly transferred to SalesCaptain. This efficient automation saves time and ensures consistent data across both platforms, enhancing your business efficiency and client servicing.

When this happens...
New Client Created
Triggers when a client is created.
TriggerInstant
automatically do this!
Add Client From Jobber to SalesCaptain
Add Client From Jobber to SalesCaptain
ActionWrite

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Supported triggers and actions

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 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
- Company IdRequired
Trigger
Instant
Try It
- First NameRequired
- Last Name
- Phone NumberRequired
- Email
- Message
- Tags
- Custom field 1 name
- Custom field 1 value
- Custom field 2 name
- Custom field 2 value
Action
Write
- Name
- Phone
- Email
Action
Write
- First NameRequired
- Last Name
- Phone Number
- Email
- Tags
- Date and Time
- Custom Field 1
- Custom Field 2
Action
Write
- First Name
- Last Name
- Phone number
- Email
Action
Write
- Summary
- Creator Email
- Organizer Email
- Event Begins
- Attendees
- Hangout Link
- Attendee Emails
- Start Time Pretty
- End Time
- End Time Pretty
Action
Write
- First NameRequired
- Last Name
- Phone numberRequired
- Email
- Custom Field 1 Name
- Custom Field 1 Value
- Custom Field 2 Name
- Custom Field 2 Value
- Tags
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
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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
- Company idRequired
Trigger
Instant
Try It
- Company IdRequired
Trigger
Instant
Try It
- Name
- Phone
- Email
Action
Write
- Full NameRequired
- Email
- Phone Numer
- Description
Action
Write
- First Name
- Last Name
- Phone
- Email
- Current Milestone
Action
Write
- Name
- Phone
- Email
Action
Write
- Order Number
- Phone Number
- Amount
- name
Action
Write

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 more

Related categories

Scheduling & Booking

About Salescaptain

SalesCaptain is an AI-powered customer experience marketing (CXM) platform that helps local businesses win.

Related categories

Sales & CRM

Jobber + Salescaptain

Add new Jobber clients to Salescaptain effortlessly

Supported triggers and actions

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

Contact Added or Updated

Add or Update Contact

Create Lead From Clio

Add Contact to SalesCaptain From Tint Wiz

Add Client From Jobber to SalesCaptain

Send Upcoming Meeting Details to SalesCaptain

Send Review Request From SalesCaptain

Client Updated

Invoice Updated

New Job Created

Quote Approved

Quote Sent

Create Client

Create Job

Add Note to Request

Find Client

SalesCaptain Gmail Trigger

SalesCaptain Webchat Trigger

Create a New Customer From Printavo

Create Lead From Facebook

List New Jobs by Milestone in AccuLynx and Send to SalesCaptain

Send Shopify Order Details to SalesCaptain

Send Payment Details From QuickBooks Online to SalesCaptain

About Jobber

Related categories

About Salescaptain

Related categories