Jobber + Setmore Appointments

Create new Setmore Appointments contacts from new Jobber clients

Easily manage your workflow between Jobber and Setmore Appointments with this automation. Whenever a new client is added in Jobber, a contact will be effortlessly created in Setmore Appointments. This ensures that every new client's information is instantly available in your appointment scheduling tool, saving you time and minimizing manual data entry.

When this happens...
New Client
Triggers when a client is created.
TriggerInstant
automatically do this!
Create Contact
Create a new contact.
ActionWrite

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Supported triggers and actions

What does this mean?

New Client
Triggers when a client is created.
Trigger
Instant
Try It
New Job Completion
Triggers when a job completion is created.
Trigger
Instant
Try It
New Quote
Triggers when a quote is created.
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
- ClientRequired
Action
Write

- Client Name or Company Name
- Email Address
- 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
Delete Contact
Triggers when a contact is deleted.
Trigger
Instant
Try It

New Contact
Triggers when a contact is created.
Trigger
Instant
Try It
Update Contact
Triggers when a contact is updated.
Trigger
Instant
Try It
- First NameRequired
- Last Name
- Email
- Country Code
- Phone
- Home Number
- Office Number
- Address
- City
- State
- Zip
- Comments
Action
Write

New Invoice
Triggers when an invoice is created.
Trigger
Instant
Try It
New Quote Approval
Triggers when a quote approval is created.
Trigger
Instant
Try It
New Request
Triggers when a request is created.
Trigger
Instant
Try It
- ClientRequired
- Add another line item?
Action
Write
- Client Name or Company Name
- Email Address
Action
Search
Appointment Deleted
Triggers when a appointment is deleted.
Trigger
Instant
Try It
New Appointment
Triggers when a new appointment is created.
Trigger
Instant
Try It
Appointment Updated
Triggers when a appointment is updated.
Trigger
Instant
Try It
- First NameRequired
- Last Name
- Customer EmailRequired
- Customer Mobile
- Customer Country Code
- Customer Address
- Customer City
- Customer State
- Customer Zip
- Start DateRequired
- End Date
- Notes
Action
Write

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 Setmore Appointments

Setmore helps small businesses book appointments online and grow their business every day.

Learn more

Related categories

Scheduling & Booking

PRODUCTS

CAPABILITIES

By team

Jobber + Setmore Appointments

Create new Setmore Appointments contacts from new Jobber clients

New Client

New Job Completion

New Quote

Create Client

First Name

Last Name

Company Name

Email Address

Phone Number

Street 1

Street 2

City

State/Province

Country

Zip/Postal Code

Create Request

Find or Create Client

Client Name or Company Name

Email Address

First Name

Last Name

Company Name

Email Address

Phone Number

Street 1

Street 2

City

State/Province

Country

Zip/Postal Code

Delete Contact

New Contact

Update Contact

Create Contact

First NameRequired

Last Name

Email

Country Code

Phone

Home Number

Office Number

Address

City

State

Zip

Comments

New Invoice

New Quote Approval

New Request

Create Quote

ClientRequired

Add another line item?

Find Client

Client Name or Company Name

Email Address

Appointment Deleted

New Appointment

Appointment Updated

Create Appointment

First NameRequired

Last Name

Customer EmailRequired

Customer Mobile

Customer Country Code

Customer Address

Customer City

Customer State

Customer Zip

Start DateRequired

End Date

Notes

About Jobber

Related categories

About Setmore Appointments

Related categories