Popular ways to use JobTread workflows

• Create customers in JobTread from new responses in Google Forms spreadsheets

  

  by Zapier

  Zapier

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  • 
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  Google Forms, JobTread

  Google Forms + JobTread

  More details

  1. 

     When this happens

     Step 1: New Response in Spreadsheet

  2. 

     Then do this

     Step 2: Create Customer

  See Zap detailsTry it

  Create customers in JobTread from new responses in Google Forms spreadsheets

  

  by Zapier

  Zapier

  Create customers in JobTread from new responses in Google Forms spreadsheets

  Try it

  • 
  • 

  Google Forms, JobTread

  Google Forms + JobTread

• Create JobTread contacts from new Google Forms responses

  

  by Zapier

  Zapier

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  • 
  • 

  Google Forms, JobTread

  Google Forms + JobTread

  More details

  1. 

     When this happens

     Step 1: New Response in Spreadsheet

  2. 

     Then do this

     Step 2: Create Customer Contact

  See Zap detailsTry it

  Create JobTread contacts from new Google Forms responses

  

  by Zapier

  Zapier

  Create JobTread contacts from new Google Forms responses

  Try it

  • 
  • 

  Google Forms, JobTread

  Google Forms + JobTread

• Generate JobTread vendors from new Google Forms responses

  

  by Zapier

  Zapier

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  • 
  • 

  Google Forms, JobTread

  Google Forms + JobTread

  More details

  1. 

     When this happens

     Step 1: New Response in Spreadsheet

  2. 

     Then do this

     Step 2: Create Vendor

  See Zap detailsTry it

  Generate JobTread vendors from new Google Forms responses

  

  by Zapier

  Zapier

  Generate JobTread vendors from new Google Forms responses

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  • 
  • 

  Google Forms, JobTread

  Google Forms + JobTread

• Create locations in JobTread from new responses in Google Forms spreadsheets

  

  by Zapier

  Zapier

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  • 
  • 

  Google Forms, JobTread

  Google Forms + JobTread

  More details

  1. 

     When this happens

     Step 1: New Response in Spreadsheet

  2. 

     Then do this

     Step 2: Create Location

  See Zap detailsTry it

  Create locations in JobTread from new responses in Google Forms spreadsheets

  

  by Zapier

  Zapier

  Create locations in JobTread from new responses in Google Forms spreadsheets

  Try it

  • 
  • 

  Google Forms, JobTread

  Google Forms + JobTread

• Create Google Sheets spreadsheet rows from new JobTread contacts

  

  by Zapier

  Zapier

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  JobTread, Google Sheets

  JobTread + Google Sheets

  More details

  1. 

     When this happens

     Step 1: Customer Created

  2. 

     Then do this

     Step 2: Create Spreadsheet Row

  See Zap detailsTry it

  Create Google Sheets spreadsheet rows from new JobTread contacts

  

  by Zapier

  Zapier

  Create Google Sheets spreadsheet rows from new JobTread contacts

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  • 
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  JobTread, Google Sheets

  JobTread + Google Sheets

• Add customers in JobTread from new Wufoo forms entries

  

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  Zapier

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  Wufoo, JobTread

  Wufoo + JobTread

  More details

  1. 

     When this happens

     Step 1: New Entry

  2. 

     Then do this

     Step 2: Create Customer

  See Zap detailsTry it

  Add customers in JobTread from new Wufoo forms entries

  

  by Zapier

  Zapier

  Add customers in JobTread from new Wufoo forms entries

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  • 
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  Wufoo, JobTread

  Wufoo + JobTread

• Create JobTread customers from new Jotform submissions

  

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  Zapier

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  Jotform, JobTread

  Jotform + JobTread

  More details

  1. 

     When this happens

     Step 1: New Submission

  2. 

     Then do this

     Step 2: Create Customer

  See Zap detailsTry it

  Create JobTread customers from new Jotform submissions

  

  by Zapier

  Zapier

  Create JobTread customers from new Jotform submissions

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  • 
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  Jotform, JobTread

  Jotform + JobTread

• Create new JobTread customers from new Paperform submissions

  

  by Zapier

  Zapier

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  • 
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  Paperform, JobTread

  Paperform + JobTread

  More details

  1. 

     When this happens

     Step 1: New Form Submission

  2. 

     Then do this

     Step 2: Create Customer

  See Zap detailsTry it

  Create new JobTread customers from new Paperform submissions

  

  by Zapier

  Zapier

  Create new JobTread customers from new Paperform submissions

  Try it

  • 
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  Paperform, JobTread

  Paperform + JobTread

• 

  Customer Contact Created

  Triggers when a contact is created for a customer.

  Trigger

  Instant
• 

  Customer Created

  Triggers when a customer is created.

  Trigger

  Instant
• 

  Customer Updated

  Triggers when a customer is updated.

  Trigger

  Instant
• 

  Document Created

  Triggers when a document is created.

  Trigger

  Instant
• 

  Document Updated

  Triggers when a document is updated.

  Trigger

  Instant
• 

  File Created

  Triggers when a file is created.

  Trigger

  Instant
• 

  Job Created

  Triggers when a job is created.

  Trigger

  Instant
• 

  Job Updated

  Triggers when a job is updated.

  Trigger

  Instant
• JobTread

  Triggers when a task is created.

  Instant

  Trigger

• JobTread

  Triggers when a task is updated.

  Instant

  Trigger

• JobTread

  Triggers when a contact is created for a vendor.

  Instant

  Trigger

• JobTread

  Triggers when a vendor is created.

  Instant

  Trigger

• JobTread

  Triggers when a vendor is updated.

  Instant

  Trigger

• JobTread

  Create a comment on a JobTread item.

  Scheduled

  Action

• JobTread

  Create a new customer including optional contacts, locations, and jobs.

  Scheduled

  Action

• JobTread

  Create a new contact for a customer.

  Scheduled

  Action

• JobTread

  Create a new job.

  Scheduled

  Action

• JobTread

  Create a new location.

  Scheduled

  Action

• JobTread

  Create a new task.

  Scheduled

  Action

• JobTread

  Create a new vendor including optional contacts, locations, and jobs.

  Scheduled

  Action

• JobTread

  Create a new contact for a vendor.

  Scheduled

  Action

• JobTread

  Update an existing job.

  Scheduled

  Action

• JobTread

  Update an existing task.

  Scheduled

  Action

• JobTread

  Upload files to a JobTread item.

  Scheduled

  Action

• JobTread

  Search for a customer by name.

  Scheduled

  Action

• JobTread

  Search for a job by number.

  Scheduled

  Action

• JobTread

  Search for a location by name

  Scheduled

  Action

• JobTread

  Search for a membership by user name or email address.

  Scheduled

  Action

• JobTread

  Search for a vendor by name.

  Scheduled

  Action