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How Zapier works

Zapier makes it easy to integrate JobTread with LeadSimple - no code necessary. See how you can get setup in minutes.

Select a trigger from JobTread

A trigger is an event that starts your Zap and runs the workflow. For example, with JobTread, a trigger could be "Comment Created."

A trigger is the event that kicks off your automated workflow.

Setup an action from LeadSimple

An action is what takes place after the automation is triggered. For example, with LeadSimple, the action could be "Create Call."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected JobTread to LeadSimple

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.

Triggers and actions are the main components of every automated workflow.

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your JobTread to LeadSimple integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

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Connect JobTread and LeadSimple to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- Organization
  Required
Trigger
Instant
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- Organization
  Required
Trigger
Instant
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- Organization
  Required
Trigger
Instant
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- Organization
  Required
Trigger
Instant
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- Organization
  Required
Trigger
Instant
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- Organization
  Required
Trigger
Instant
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- Organization
  Required
- Limit files uploaded to this type (optional)
Trigger
Instant
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- Organization
  Required
Trigger
Instant
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- Organization
  Required
Trigger
Instant
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- Organization
  Required
Trigger
Instant
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- Organization
  Required
Trigger
Instant
Try It
- Assignee
  Required
- Target Type
  Required
- Target Id
  Required
- Notify
Action
Write
- Organization
  Required
- Add Customer Contact
- Add Location
- Add Files to Customer
Action
Write
- Organization
  Required
- Job ID
  Required
- Date
  Required
- Notes
- Notify assignees
- Assignee Emails
Action
Write
- Organization
  Required
- Account ID
  Required
- Location Name
  Required
- Location Address
Action
Write
- Organization
  Required
- Add Vendor Contact
Action
Write
- Organization
  Required
- Target Type
  Required
- Target Id
  Required
- Task Template Name
  Required
- Start Date and Time
- Notify
Action
Write
- Organization
  Required
- Customer Id
- Name
  Required
- This customer is taxable
Action
Write
- Organization
  Required
- Location Id
  Required
- Address
- Name
  Required
Action
Write
- Organization
  Required
- Customer Id
- Name
  Required
Action
Write
- Organization
  Required
- Customer Name
Action
Search
- Organization
  Required
- Location Name
  Required
Action
Search
- Organization
  Required
- Vendor Name
Action
Search
Lead Changes Pipeline
Triggers when a lead changes pipelines.
Trigger
Instant
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Lead Changes Tags
Triggers when a lead's tags change.
Trigger
Instant
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Lead Opens Email
Triggers when a lead opens email.
Trigger
Instant
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Inbound Conversation Created
Triggers when an inbound conversation is created.
Trigger
Instant
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Process Changes Stage
Triggers when a process changes stages.
Trigger
Instant
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Process Created
Triggers when a new process is created.
Trigger
Instant
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Task Completed
Triggers when a task is completed.
Trigger
Instant
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- From Number
  Required
- To Number
  Required
- Call Duration (in seconds)
- Call Recording URL
- Description
- Outcome
- Created At
Action
Write
- Lead
  Required
- Description
- Created At
Action
Write
- Lead
  Required
- Description
- Created At
Action
Write
- Contact
  Required
- First Name
- Last Name
- Company/Secondary Name
- Email Addresses
- Mobile Phone Number
- Home Phone
- Office Phone
- Mailing Address
- Mailing Address City
- Mailing Address State
- Mailing Address Zip Code
- Tags
Action
Write
- Pipeline
  Required
- Lead
  Required
- Name
  Required
- Comments
- Tags
- Stage
  Required
- User
- Num Units
- Contact IDs
- Property
- Unit
Action
Write
- Property
  Required
- Property Type
- Street Address
- City
- State
- Zip Code
- Tags
Action
Write
- Search
  Required
Action
Search
- Process Type
  Required
- Search
  Required
Action
Search
- Property
  Required
- Search
  Required
Action
Search
- Lead
  Required
Action
Search

- Organization
  Required
Trigger
Instant
Try It
- Organization
  Required
Trigger
Instant
Try It
- Organization
  Required
Trigger
Instant
Try It
- Organization
  Required
Trigger
Instant
Try It
- Organization
  Required
Trigger
Instant
Try It
- Organization
  Required
Trigger
Instant
Try It
- Organization
  Required
- Limit files uploaded to this type (optional)
Trigger
Instant
Try It
- Organization
  Required
Trigger
Instant
Try It
- Organization
  Required
Trigger
Instant
Try It
- Organization
  Required
Trigger
Instant
Try It
- JavaScript Code
  Required
Action
Write
- Organization
  Required
- Comment Message
  Required
- Target Type
  Required
- Target Id
  Required
- Assignee Emails
Action
Write
- Organization
  Required
- Customer ID
  Required
- Name
  Required
- Title
Action
Write
- Organization
  Required
- Location ID
  Required
- Description
- Name
- Account ID
Action
Write
- Organization
  Required
- Name
  Required
- Description
- Is To-Do
- Target Type
  Required
- Target Id
  Required
- Parent Task Id
- Start Date
- Start Time
- End Date
- Task Progress
- End Time
- Assigned Membership Ids
- Task Type Name
Action
Write
- Organization
  Required
- Vendor ID
  Required
- Name
  Required
- Title
Action
Write
- Query (JSON)
  Required
Action
Write
- Organization
  Required
- Job Id
  Required
- Description
- Name
  Required
- Closed On
Action
Write
- Organization
  Required
- Task Id
  Required
- Name
  Required
- Description
- Task Progress
- Parent Task Id
- Start Date
- Start Time
- End Date
- End Time
- Assigned Membership Ids
- Task Type Name
Action
Write
- Organization
  Required
- File URLs
  Required
- Target Type
  Required
- Target Id
  Required
- File Tag Names
- File Folder
Action
Write
- Organization
  Required
- Job Number
- Name
Action
Search
- Organization
  Required
- User Email
- Name
  Required
Action
Search
Call Completed
Triggers when a new call is completed.
Trigger
Instant
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Lead Changes Stage
Triggers when a lead changes stages.
Trigger
Instant
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Lead Created
Triggers when a new lead is created.
Trigger
Instant
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Lead Is Reassigned
Triggers when a lead is reassigned.
Trigger
Instant
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Outbound Conversation Created
Triggers when an outbound conversation is created.
Trigger
Instant
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Process Changes Tags
Triggers when a process changes tags.
Trigger
Instant
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Process Reassigned
Triggers when a process is reassigned.
Trigger
Instant
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Task Created
Triggers when a task is created.
Trigger
Instant
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- Name
  Required
- Comments
- Pipeline
  Required
- Stage
  Required
- Source
- Assignee
- Tags
- Created At
- Closed At
- Cost
- Value
- Num Units
- Full Name
- Email Addresses
- Company Name
- Mobile Phone Number
- Office Phone
- Home Phone
- Mailing Address
- Mailing Address City
- Mailing Address State
- Mailing Address Zip Code
- Street Address
- City
- State
- Zip Code
- Property Type
- Bathrooms
- Bedrooms
- Occupancy
- Square Feet
- Estimated Rent
- Lease start date
- Lease end date
Action
Write
- Name
  Required
- Comments
- Process Type
  Required
- Stage
  Required
- User
- Tags
- Due At
- Property
- Unit
Action
Write
- Conversation
  Required
- Tag
  Required
Action
Write
- Conversation
  Required
- Assignee
- Status
- Snooze Expiration
Action
Write
- Process Type
  Required
- Process
  Required
- Name
  Required
- Comments
- Tags
- Stage
  Required
- User
Action
Write
- Property
  Required
- Unit
  Required
- Unit Number
- Bedrooms
- Bathrooms
- Occupancy
- Square Feet
- Estimated Rent
- Delinquent Rent
- Lease start date
- Lease end date
- Tags
Action
Write
- Pipeline
  Required
- Search
  Required
Action
Search
- Search
  Required
Action
Search
- Search
  Required
Action
Search
- Process
  Required
Action
Search

About JobTread

JobTread is construction estimating & project management software that will help you keep your budget and jobs on track.

Related categories

Project Management

About LeadSimple

LeadSimple is the CRM that property management and real estate companies use to scale and grow.

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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