JobTread
Create tasks in JobTread when new customers are added to streamline management tasks
When a new customer is added in the JobTread app, put your workflow into overdrive by creating a corresponding task within the same app. This integration allows you to streamline your process, ensuring that each client is immediately paired with a task. Save time, maintain organizational consistency, and enhance project efficiency with this automated process.
When a new customer is added in the JobTread app, put your workflow into overdrive by creating a corresponding task within the same app. This integration allows you to streamline your process, ensuring that each client is immediately paired with a task. Save time, maintain organizational consistency, and enhance project efficiency with this automated process.
- When this happens...
Customer CreatedTriggers when a customer is created.
TriggerInstantThis event starts a Zap instantly. - automatically do this!Create Task
Create a new task.
ActionWriteCreate a new record or update an existing record in your app.
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OrganizationRequired
Limit files uploaded to this type (optional)
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.AssigneeRequired
Target TypeRequired
Target IdRequired
Notify
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Add Customer Contact
Add Location
Add Files to Customer
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Job IDRequired
DateRequired
Notes
Notify assignees
Assignees
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Account IDRequired
Location NameRequired
Location Address
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Add Vendor Contact
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Target TypeRequired
Target IdRequired
Task Template NameRequired
Start Date and Time
Notify
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Customer Id
Customer Name
This customer is taxable
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Location IdRequired
Address
Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Account Id
Vendor name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Customer Name
ActionThis is an event a Zap performs.SearchFind existing data in your appOrganizationRequired
Location Name
ActionThis is an event a Zap performs.SearchFind existing data in your appOrganizationRequired
Vendor Name
ActionThis is an event a Zap performs.SearchFind existing data in your app
OrganizationRequired
Limit files updated to this type (optional)
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.JavaScript CodeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Comment MessageRequired
Target TypeRequired
Target IdRequired
Assignee Emails
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Customer IDRequired
NameRequired
Title
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Location IDRequired
Description
Name
Account ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
NameRequired
Description
Is To-Do
Target Type
Target Id
Parent Task Id
Start Date
Start Time
End Date
Task Progress
End Time
Assigned Membership Ids
Assigned Emails
Task Type Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Vendor IDRequired
NameRequired
Title
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Query (JSON)Required
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Job IdRequired
Description
Name
Closed On
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Task IdRequired
Task name
Task Description
Task Progress
Parent Task Id
Start Date
Start Time
End Date
End Time
Assigned Membership Ids
Task Type Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
File URLsRequired
Target Type
Target Id
File Tag Names
File Folder
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Job Number
Job Name
ActionThis is an event a Zap performs.SearchFind existing data in your appOrganizationRequired
User Email
User Name
ActionThis is an event a Zap performs.SearchFind existing data in your app
About JobTread
JobTread is construction estimating & project management software that will help you keep your budget and jobs on track.
Related categories
Related Zap Templates
- Create JobTread customers from new Jotform submissions
- Create or update Quo contacts when new JobTread customer contacts are created
- Create new Microsoft Outlook contacts for newly added JobTread customer contacts
- Create detailed events in Google Calendar for every new task created in JobTread
- Create rows in Datadeck from New Tasks in Asana Projects
- Create Google Sheets spreadsheet rows from new JobTread contacts
- Add or update Mailchimp subscribers whenever new customer contacts are created in JobTread
- Send emails via Gmail with new customers in JobTread
- Automatically log new JobTread jobs in Google Sheets by creating rows for each new job
- Create weekly tasks in JobTread with Schedule by Zapier's recurring event trigger
- Create JobTread customers from new Calendly invitees
- Keep your JobTread tasks updated when Trello cards are modified
- Create new JobTread customers from new Squarespace Forms form submissions
- Upload files to JobTread when new emails matching search are detected in Gmail
- Create new Asana tasks when customer contacts are created in JobTread
- Add new JobTread customers to Mailchimp as subscribers automatically
- Add new JobTread customer contacts to Google Contacts
- Create JobTread customers from new Gravity Forms submissions
- Create new Google Contacts for newly created customers in JobTread
- Create new HubSpot contacts from newly created JobTread customers
- "upload new files from JobTread to Google Drive when they are created"
- Create new projects in CompanyCam when jobs are created in JobTread
- Send a message in Quo for every new customer created in JobTread
- Upload Dropbox's new or updated files to JobTread instantly
- Create jobs in JobTread for new deals in HubSpot
- Create customers in JobTread from new leads in Facebook Lead Ads
- Create JobTread customers when lead connector stages are updated
- Create new Motion projects whenever JobTread jobs are created
- Create JobTread customers from new Keap contacts
- Create new JobTread tasks from new Google Calendar events
- Create JobTread customers from new Google Ads lead form entries
- Send a message in Quo when tasks are updated in JobTread
- Create a new Google Drive folder for each new job added in JobTread
- Create events in Google Calendar for new customers in JobTread
- Create new Trello cards for every job created in JobTread
- Update Mailchimp subscribers when JobTread contacts are updated
- Create Slack channels for new jobs created in JobTread
- Create new JobTread customers from new Pipedrive deals
- Create new JobTread customers from new Gravity Forms submissions
- Create and manage opportunities in LeadConnector when new jobs are created in JobTread
- Label new projects in CompanyCam and create jobs in JobTread instantly
- Create new RingCentral contacts for newly created JobTread customers
- Create customers in JobTread from new responses in Google Forms spreadsheets
- Create JobTread contacts from new Google Forms responses
- Generate JobTread vendors from new Google Forms responses
- Create locations in JobTread from new responses in Google Forms spreadsheets
- Add customers in JobTread from new Wufoo forms entries
- Create new JobTread customers from new Paperform submissions
- Create customers in JobTread from new Typeform entries
- Create customers in JobTread from new Ninja Forms submissions
- Create JobTread customers from new Elfsight Form Builder submissions
- Create Google Contacts for new JobTread customer contacts
- Create JobTread customers from updated HubSpot deal stages
- Create new CompanyCam projects when JobTread customers are added
- Create HubSpot contacts for new JobTread customer contacts
- Create JobTread customers from new Cognito Forms entries
- Create new JobTread customers from Wix rules
- Create channels in Slack for new jobs created in JobTread
- Create JobTread customers from new Groundwork kickoff forms submitted
- Create new JobTread jobs when customers are created in JobTread
- Send sms with Twilio when new documents are created in JobTread
- Instantly create JobTread customers when new Wave customers are added
- Create new Google Contacts for newly created JobTread customers
- Create JobTread customers from new Groundwork videoleads submitted
- Create JobTread customers from new Google Sheets rows
- Create customers in JobTread from new or updated Google Sheets rows
- Create JobTread customers from new FreshBooks clients
- Create new Any.do Personal lists for newly created JobTread customers
- Add new ActiveCampaign contacts to JobTread as customers
- Create Evernote notes for new JobTread customer contacts
- Create or update Signpost contacts when new JobTread customers are created
- Create folders in OneDrive for new JobTread jobs
- Create new customers in JobTread from Contractor Foreman's customer creations
- Create new JobTread customers and send welcome emails with Mailgun
- Create emails in Microsoft Outlook when new customer contacts are added in JobTread
- Create RingCentral ringout calls when new JobTread customer contacts are added
- Create JobTread customers from new Zoho Forms entries
- Create JobTread customers from new WPForms form entries
- Create JobTread customers from new Gravity Forms submissions
- Create JobTread customers from new Interact leads with ease
- Add new Outgrow leads as customers in JobTread instantly
- Create JobTread customers from new OptinMonster leads
- Create JobTread customers from new or updated Zoho CRM contacts
- Create JobTread customers from new Copper companies
- Create JobTread customers from new Clio contacts
- Create JobTread customers from new Microsoft Dynamics 365 CRM contacts
- Create JobTread customers from new 17hats contacts
- Create JobTread customers from new Marketo leads
- Update JobTread customers when Kommo contacts are modified
- Update JobTread customers when Redtail CRM contacts are updated
- Create customers in JobTread from new contacts in Freshsales Suite
- Create JobTread customers from new or updated Capsule CRM opportunities
- Create customers in JobTread from new contacts in Teamleader Focus
- Create customers in JobTread from new activities in Mojo
- Create JobTread customers from new Credit Repair Cloud leads
- Create and store values for every new customer in JobTread with Storage by Zapier
- Create new Evernote notebooks for every JobTread job created
- Create rows in Microsoft Excel when new documents are created in JobTread
- Send messages in Telegram when new customer contacts are created in JobTread
Related Zap Templates
- Create JobTread customers from new Jotform submissions
- Create detailed events in Google Calendar for every new task created in JobTread
- Add or update Mailchimp subscribers whenever new customer contacts are created in JobTread
- Create weekly tasks in JobTread with Schedule by Zapier's recurring event trigger
- Create new JobTread customers from new Squarespace Forms form submissions
- Add new JobTread customers to Mailchimp as subscribers automatically
- Create new Google Contacts for newly created customers in JobTread
- Create new projects in CompanyCam when jobs are created in JobTread
- Create jobs in JobTread for new deals in HubSpot
- Create new Motion projects whenever JobTread jobs are created
- Create JobTread customers from new Google Ads lead form entries
- Create events in Google Calendar for new customers in JobTread
- Create Slack channels for new jobs created in JobTread
- Create and manage opportunities in LeadConnector when new jobs are created in JobTread
- Create customers in JobTread from new responses in Google Forms spreadsheets
- Create locations in JobTread from new responses in Google Forms spreadsheets
- Create customers in JobTread from new Typeform entries
- Create Google Contacts for new JobTread customer contacts
- Create HubSpot contacts for new JobTread customer contacts
- Create channels in Slack for new jobs created in JobTread
- Send sms with Twilio when new documents are created in JobTread
- Create JobTread customers from new Groundwork videoleads submitted
- Create JobTread customers from new FreshBooks clients
- Create Evernote notes for new JobTread customer contacts
- Create new customers in JobTread from Contractor Foreman's customer creations
- Create RingCentral ringout calls when new JobTread customer contacts are added
- Create JobTread customers from new Gravity Forms submissions
- Create JobTread customers from new OptinMonster leads
- Create JobTread customers from new Clio contacts
- Create JobTread customers from new Marketo leads
- Create customers in JobTread from new contacts in Freshsales Suite
- Create customers in JobTread from new activities in Mojo
- Create new Evernote notebooks for every JobTread job created
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- Create or update Quo contacts when new JobTread customer contacts are created
- Create rows in Datadeck from New Tasks in Asana Projects
- Send emails via Gmail with new customers in JobTread
- Create JobTread customers from new Calendly invitees
- Upload files to JobTread when new emails matching search are detected in Gmail
- Add new JobTread customer contacts to Google Contacts
- Create new HubSpot contacts from newly created JobTread customers
- Send a message in Quo for every new customer created in JobTread
- Create customers in JobTread from new leads in Facebook Lead Ads
- Create JobTread customers from new Keap contacts
- Send a message in Quo when tasks are updated in JobTread
- Create new Trello cards for every job created in JobTread
- Create new JobTread customers from new Pipedrive deals
- Label new projects in CompanyCam and create jobs in JobTread instantly
- Create JobTread contacts from new Google Forms responses
- Add customers in JobTread from new Wufoo forms entries
- Create customers in JobTread from new Ninja Forms submissions
- Create JobTread customers from updated HubSpot deal stages
- Create JobTread customers from new Cognito Forms entries
- Create JobTread customers from new Groundwork kickoff forms submitted
- Instantly create JobTread customers when new Wave customers are added
- Create JobTread customers from new Google Sheets rows
- Create new Any.do Personal lists for newly created JobTread customers
- Create or update Signpost contacts when new JobTread customers are created
- Create new JobTread customers and send welcome emails with Mailgun
- Create JobTread customers from new Zoho Forms entries
- Create JobTread customers from new Interact leads with ease
- Create JobTread customers from new or updated Zoho CRM contacts
- Create JobTread customers from new Microsoft Dynamics 365 CRM contacts
- Update JobTread customers when Kommo contacts are modified
- Create JobTread customers from new or updated Capsule CRM opportunities
- Create JobTread customers from new Credit Repair Cloud leads
- Create rows in Microsoft Excel when new documents are created in JobTread
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- Create new Microsoft Outlook contacts for newly added JobTread customer contacts
- Create Google Sheets spreadsheet rows from new JobTread contacts
- Automatically log new JobTread jobs in Google Sheets by creating rows for each new job
- Keep your JobTread tasks updated when Trello cards are modified
- Create new Asana tasks when customer contacts are created in JobTread
- Create JobTread customers from new Gravity Forms submissions
- "upload new files from JobTread to Google Drive when they are created"
- Upload Dropbox's new or updated files to JobTread instantly
- Create JobTread customers when lead connector stages are updated
- Create new JobTread tasks from new Google Calendar events
- Create a new Google Drive folder for each new job added in JobTread
- Update Mailchimp subscribers when JobTread contacts are updated
- Create new JobTread customers from new Gravity Forms submissions
- Create new RingCentral contacts for newly created JobTread customers
- Generate JobTread vendors from new Google Forms responses
- Create new JobTread customers from new Paperform submissions
- Create JobTread customers from new Elfsight Form Builder submissions
- Create new CompanyCam projects when JobTread customers are added
- Create new JobTread customers from Wix rules
- Create new JobTread jobs when customers are created in JobTread
- Create new Google Contacts for newly created JobTread customers
- Create customers in JobTread from new or updated Google Sheets rows
- Add new ActiveCampaign contacts to JobTread as customers
- Create folders in OneDrive for new JobTread jobs
- Create emails in Microsoft Outlook when new customer contacts are added in JobTread
- Create JobTread customers from new WPForms form entries
- Add new Outgrow leads as customers in JobTread instantly
- Create JobTread customers from new Copper companies
- Create JobTread customers from new 17hats contacts
- Update JobTread customers when Redtail CRM contacts are updated
- Create customers in JobTread from new contacts in Teamleader Focus
- Create and store values for every new customer in JobTread with Storage by Zapier
- Send messages in Telegram when new customer contacts are created in JobTread