Jobber + SmartSuite

Create new Jobber clients from new SmartSuite records

Enhance your productivity with this seamless workflow. As soon as a new record is created in SmartSuite, a new client will be concurrently set up in Jobber. Eliminate the effort of manual data entry and concentrate on more important tasks. This workflow streamlines your operations, saving time and improving data accuracy across your enterprise software.

When this happens...
Create Record
Triggers when new record is created.
TriggerInstant
automatically do this!
Create Client
Creates a new client.
ActionWrite

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Supported triggers and actions

- SolutionRequired
- TableRequired
Trigger
Instant
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- SolutionRequired
- TableRequired
Action
Write
- SolutionRequired
Action
Write
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

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 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 records in SmartSuite for every new client in Jobber

Create new SmartSuite records each time a Jobber job is created

Jobber + SmartSuite

Create new Jobber clients from new SmartSuite records

Supported triggers and actions

Create Record

Create Record

Find Many Records (As Line Items) in SmartSuite

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

About Jobber

Related categories

About SmartSuite

Related categories

Related Zap Templates

Related Zap Templates