Jobber + SmartSuite

Create new records in SmartSuite for every new client in Jobber

When a new client is added in Jobber, this automation instantly creates a record for them in SmartSuite. This workflow eliminates the need for manual data entry, ensuring you never miss adding a new client record in SmartSuite, and can focus your time on more pressing tasks. By utilizing the same terms as both platforms, you can streamline your client management process with this efficient system.

When this happens...
New Client Created
Triggers when a client is created.
TriggerInstant
automatically do this!
Create Record
Triggers when new record is created.
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
- SolutionRequired
- TableRequired
Trigger
Instant
Try It
- SolutionRequired
Action
Write
- SolutionRequired
- TableRequired
- RecordRequired
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
- SolutionRequired
- TableRequired
Trigger
Instant
Try It
- SolutionRequired
- TableRequired
Action
Write
- SolutionRequired
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 SmartSuite

SmartSuite is transforming how organizations get work done by providing a collaborative Work Management platform that enables teams to plan, track and manage workflows - whether it be a project, an ongoing process or routine everyday tasks.

Related categories

Productivity

Related Zap Templates

Create new SmartSuite records each time a Jobber job is created

Create new Jobber clients from new SmartSuite records

Jobber + SmartSuite

Create new records in SmartSuite for every new client in Jobber

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

Update Record

Find a Record in SmartSuite

Update Record

Client Updated

Invoice Updated

New Job Created

Quote Approved

Quote Sent

Create Client

Create Job

Add Note to Request

Find Client

Create Record

Create Record

Find Many Records (As Line Items) in SmartSuite

About Jobber

Related categories

About SmartSuite

Related categories

Related Zap Templates

Related Zap Templates