Jobber + WebFX

Jobber + WebFX integrations

Create or update WebFX deals when new Jobber quotes are approved

Once a quote gets approved in Jobber, this workflow seamlessly creates or updates a deal in WebFX. This automation ensures a streamlined way to keep your deals up to date, minimizing manual data entry and maximizing efficiency. Stay organized and effortlessly manage your sales process with this Jobber to WebFX workflow.

When this happens...
Quote ApprovedTriggers when a quote is approved
TriggerInstant
automatically do this!
Create or Update DealCreate a deal or update it if one already exists.
ActionWrite

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

More things you can do with Jobber and WebFX

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

New Client Created
Triggers when a client is created.
Trigger
Instant
Try It
New Invoice Created
Triggers when an invoice is created.
Trigger
Instant
Try It
Job Closed
Triggers when a job is closed
Trigger
Instant
Try It
Job Updated
Triggers when a job is updated
Trigger
Instant
Try It
New Quote Created
Triggers when a quote is created.
Trigger
Instant
Try It

New Request Created
Triggers when a request is created.
Trigger
Instant
Try It
- 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
- Method
  Required
- Note
Action
Write
- SiteId
  Required
- Id
  Required
Action
Write
- SiteId
  Required
- ObjectType
  Required
- ObjectId
  Required
- Action
  Required
- Success
  Required
- Note
Action
Write

Client Updated
Triggers when a client is updated
Trigger
Instant
Try It
Invoice Updated
Triggers when a invoice is updated
Trigger
Instant
Try It
New Job Created
Triggers when a job is created.
Trigger
Instant
Try It
Quote Approved
Triggers when a quote is approved
Trigger
Instant
Try It
Quote Sent
Triggers when a quote is sent
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
- 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
- SiteId
  Required
Trigger
Polling
Try It
- SiteId
  Required
- ExternalId
  Required
- ExternalPlatform
- Stage Name
  Required
- Stage ExternalId
- Stage Category
- Stage CloseProbability
- Name
- Type
- CurrencyCode
- Amount
- ItemName
- ItemQuantity
- Description
- StartAt
- CloseAt
- ExpectedCloseAt
- LastUpdatedAt
- Meta Sales_rep
- Meta Territory
- Meta Business_unit
- Meta Tags
- Meta Closed_reason
- Meta Crm_source
- Meta Crm_medium
- Meta Crm_campaign
- Meta Crm_fx_source
- Meta Crm_fx_medium
- Meta Crm_fx_campaign
- Contact ExternalId
- Contact FirstName
- Contact LastName
- Contact Email
- Contact Phone
- Contact ExternalPlatform
- Company ExternalId
- Company Name
- Company ExternalPlatform
Action
Write
- Schema
Action
Write
- SiteId
  Required
- ExternalId
  Required
- ExternalPlatform
- Stage Name
  Required
- Stage ExternalId
- Stage Category
- Stage CloseProbability
- Name
- Type
- CurrencyCode
- Amount
- ItemName
- ItemQuantity
- Description
- StartAt
- CloseAt
- ExpectedCloseAt
- LastUpdatedAt
- Meta Sales_rep
- Meta Territory
- Meta Business_unit
- Meta Tags
- Meta Closed_reason
- Meta Crm_source
- Meta Crm_medium
- Meta Crm_campaign
- Meta Crm_fx_source
- Meta Crm_fx_medium
- Meta Crm_fx_campaign
- Contact ExternalId
- Contact FirstName
- Contact LastName
- Contact Email
- Contact Phone
- Contact ExternalPlatform
- Company ExternalId
- Company Name
- Company ExternalPlatform
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 WebFX

WebFX is a platform designed to track and integrate your marketing and sales data.

HelpHelp

Related categories

Marketing Automation

Related Zap Templates

Create or update WebFX deals when new Jobber invoices are created

Related Zap Templates

Create or update WebFX deals when new Jobber invoices are created