Jobber + Streak

Create new Streak boxes for each new client in Jobber

Streamline your client management process with this automated workflow. When a new client is added in Jobber, it triggers the creation of a new box in Streak instantly. This saves time and ensures that every new client is promptly attended to in Streak. Improve your efficiency and stay organized with this seamless integration between Jobber and Streak.

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

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Supported triggers and actions

What does this mean?

New Client
Triggers when a client is created.
Trigger
Instant
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New Job Completion
Triggers when a job completion is created.
Trigger
Instant
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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
- Stage
- PipelineRequired
Trigger
Instant
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- PipelineRequired
Trigger
Instant
Try It
- Team KeyRequired
Trigger
Instant
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- TeamRequired
Trigger
Instant
Try It
- PipelineRequired
Trigger
Instant
Try It
- Box KeyRequired
- Contact EmailRequired
- Contact First Name
- Title
- Contact Last Name
- Phone Number(s)
- Twitter
- Facebook
- LinkedIn
- Address
- Contact Notes
Action
Write
- PipelineRequired
- NameRequired
- Assigned To
- Notes
- GmailThreadID
- Create Tag and Dropdown Options
Action
Write
- Box Name or KeyRequired
- Pipeline
- TextRequired
- Due Date
- Assign To
Action
Write
- Assign To
- Box Key
- Task Text
- Task Key
- Completed
- Due Date
Action
Write
- Thread KeyRequired
Action
Write
- Box KeyRequired
- Meeting TypeRequired
- Start TimeRequired
- End Time
- Notes
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Contact or Box Key
- Search Query
- Teams
Action
Search
- Exact Search
- Search Query
- Pipelines
- PipelineRequired
- NameRequired
- Assigned To
- Notes
- GmailThreadID
Action
Search or write

New Invoice
Triggers when an invoice is created.
Trigger
Instant
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New Quote Approval
Triggers when a quote approval is created.
Trigger
Instant
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New Request
Triggers when a request is created.
Trigger
Instant
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- ClientRequired
- Add another line item?
Action
Write
- Client Name or Company Name
- Email Address
Action
Search
- PipelineRequired
Trigger
Instant
Try It
- Stage
- Field
- PipelineRequired
Trigger
Instant
Try It
- PipelineRequired
Trigger
Instant
Try It
- PipelineRequired
Trigger
Instant
Try It
- PipelineRequired
Trigger
Instant
Try It
- PipelineRequired
Trigger
Instant
Try It
- Box KeyRequired
- Organization NameRequired
- Website(s)Required
- Industry
- Phone Number(s)
- Address(es)
- Employee Count
- Logo URL
- Twitter Handle
- Facebook Handle
- LinkedIn Handle
Action
Write
- Box Name or KeyRequired
- Pipeline
- MessageRequired
Action
Write
- Box Name or KeyRequired
- Pipeline
- Name
- Note
- Assigned To
- Gmail Thread Id
- Create Tag and Dropdown Options
Action
Write
- File KeyRequired
Action
Write
- Pipeline
- Box Name or KeysRequired
- Box Names or KeysRequired
Action
Write
- Contact KeyRequired
- First Name
- Last Name
- Email Address(es)
- Title
- Twitter
- Facebook
- LinkedIn
- Photo (Url)
- Phone Numbers
- Address(es)
- Other
Action
Write
- Exact Search
- Search Query
- Pipelines
Action
Search
- Organization or Box Key
- Search Query
- Team
Action
Search
- Pipelines
- Search Query
- NameRequired
- PipelineRequired
- Assigned To
- Notes
- GmailThreadID
Action
Search or 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 Streak

Streak is a flexible CRM and process management system that lives inside your Gmail inbox.

Learn more Help

Related categories

CRM (Customer Relationship Management)

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Contact Management, Google

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PRODUCTS

CAPABILITIES

By team

Jobber + Streak

Create new Streak boxes for each new client in Jobber

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

Box Change Stage

Stage

PipelineRequired

Box Email Received Count Change

PipelineRequired

Updated Contact

Team KeyRequired

New Contact

TeamRequired

New Task

PipelineRequired

Add Contact to Box

Box KeyRequired

Contact EmailRequired

Contact First Name

Title

Contact Last Name

Phone Number(s)

Twitter

Facebook

LinkedIn

Address

Contact Notes

Create New Box

PipelineRequired

NameRequired

Assigned To

Notes

GmailThreadID

Create Tag and Dropdown Options

Create Task

Box Name or KeyRequired

Pipeline

TextRequired

Due Date

Assign To

Edit Task

Assign To

Box Key

Task Text

Task Key

Completed

Due Date

Get Full Thread by Key

Thread KeyRequired