Jobber + SmartSuite

Jobber + SmartSuite integrations

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 CreatedTriggers when a client is created.
TriggerInstant
automatically do this!
Create RecordTriggers when new record is created.
ActionWrite

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More things you can do with Jobber and SmartSuite

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

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
- Solution
  Required
- Table
  Required
Trigger
Instant
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- Solution
  Required
Action
Write
- Solution
  Required
- Table
  Required
- Record
  Required
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
- 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
- Solution
  Required
- Table
  Required
Trigger
Instant
Try It
- Solution
  Required
- Table
  Required
Action
Write
- Solution
  Required
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 moreLearn moreHelpHelp

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.

HelpHelp

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