JobTread + SMS by Zapier

Send sms for new customers created in JobTread with SMS by Zapier

When a new customer is added in the JobTread app, this workflow will immediately send an SMS message using SMS by Zapier. It simplifies your customer management by ensuring prompt communication, saving you the time of sending individual messages. Enjoy an efficient, streamlined way to update your contacts on new developments.

When this happens...
Customer Created
Triggers when a customer is created.
TriggerInstant
automatically do this!
Send SMS
Send an SMS to a number. Notice that a successful action means that the SMS has been queued, not delivered.
ActionWrite

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Supported triggers and actions

What does this mean?

- OrganizationRequired
Trigger
Instant
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- OrganizationRequired
Trigger
Instant
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- OrganizationRequired
Trigger
Instant
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- OrganizationRequired
Trigger
Instant
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- OrganizationRequired
Trigger
Instant
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- OrganizationRequired
- Limit files updated to this type (optional)
Trigger
Instant
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- OrganizationRequired
Trigger
Instant
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- OrganizationRequired
Trigger
Instant
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- OrganizationRequired
Trigger
Instant
Try It
- AssigneeRequired
- Target TypeRequired
- Target IdRequired
- Notify
Action
Write
- OrganizationRequired
- Add Customer Contact
- Add Location
- Add Files to Customer
Action
Write
- OrganizationRequired
- Job IDRequired
- DateRequired
- Notes
- Notify assignees
- Assignees
Action
Write
- OrganizationRequired
- Account IDRequired
- Location NameRequired
- Location Address
Action
Write
- OrganizationRequired
- Add Vendor Contact
Action
Write
- OrganizationRequired
- Target TypeRequired
- Target IdRequired
- Task Template NameRequired
- Start Date and Time
- Notify
Action
Write
- OrganizationRequired
- Customer Id
- Customer Name
- This customer is taxable
Action
Write
- OrganizationRequired
- Location IdRequired
- Address
- Name
Action
Write
- OrganizationRequired
- Account Id
- Vendor name
Action
Write
- OrganizationRequired
- Customer Name
Action
Search
- OrganizationRequired
- Location Name
Action
Search
- OrganizationRequired
- Vendor Name
Action
Search

- OrganizationRequired
Trigger
Instant
Try It
- OrganizationRequired
Trigger
Instant
Try It
- OrganizationRequired
Trigger
Instant
Try It
- OrganizationRequired
Trigger
Instant
Try It
- OrganizationRequired
- Limit files uploaded to this type (optional)
Trigger
Instant
Try It
- OrganizationRequired
Trigger
Instant
Try It
- OrganizationRequired
Trigger
Instant
Try It
- OrganizationRequired
Trigger
Instant
Try It
- OrganizationRequired
Trigger
Instant
Try It
- OrganizationRequired
- Comment MessageRequired
- Target TypeRequired
- Target IdRequired
- Assignee Emails
Action
Write
- OrganizationRequired
- Customer IDRequired
- NameRequired
- Title
Action
Write
- OrganizationRequired
- Location IDRequired
- Description
- Name
- Account ID
Action
Write
- OrganizationRequired
- NameRequired
- Description
- Target Type
- Target Id
- Parent Task Id
- Start Date
- Start Time
- End Date
- Task Progress
- End Time
- Assigned Membership Ids
- Task Type Name
Action
Write
- OrganizationRequired
- Vendor IDRequired
- NameRequired
- Title
Action
Write
- Query (JSON)Required
Action
Write
- OrganizationRequired
- Job IdRequired
- Description
- Name
- Closed On
Action
Write
- 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
Action
Write
- OrganizationRequired
- File URLsRequired
- Target Type
- Target Id
- File Tag Names
Action
Write
- OrganizationRequired
- Job Number
- Job Name
Action
Search
- OrganizationRequired
- User Email
- User Name
Action
Search
- Send V 2 Copy
- From Number
- MessageRequired
Action
Write

About JobTread

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

Learn more

Related categories

Project Management

About SMS by Zapier

Using our built-in number, you can send a limited number of SMS / text messages. This is great for reminders!

PRODUCTS

CAPABILITIES

By team

JobTread + SMS by Zapier

Send sms for new customers created in JobTread with SMS by Zapier

Customer Contact Created

Customer Created

OrganizationRequired

Daily Log Created

OrganizationRequired

Document Created

OrganizationRequired

Document Updated

OrganizationRequired

File Updated

OrganizationRequired

Limit files updated to this type (optional)

Job Updated

OrganizationRequired

Task Updated

OrganizationRequired

Vendor Created

OrganizationRequired

Assign Access

AssigneeRequired

Target TypeRequired

Target IdRequired

Notify

Create Customer

OrganizationRequired

Add Customer Contact

Add Location

Add Files to Customer

Create Daily Log

OrganizationRequired

Job IDRequired

DateRequired

Notes

Notify assignees

Assignees

Create Location

OrganizationRequired

Account IDRequired

Location NameRequired

Location Address

Create Vendor

OrganizationRequired

Add Vendor Contact

Import Task Template

OrganizationRequired

Target TypeRequired

Target IdRequired

Task Template NameRequired

Start Date and Time

Notify

Update Customer

OrganizationRequired

Customer Id

Customer Name

This customer is taxable

Update Location

OrganizationRequired

Location IdRequired

Address

Name

Update Vendor

OrganizationRequired

Account Id

Vendor name

Find a Customer

OrganizationRequired

Customer Name

Find a Location

OrganizationRequired

Location Name

Find a Vendor

OrganizationRequired

Vendor Name

Customer Contact Updated

OrganizationRequired