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Quickly connect JobTread to OpenPhone with a Zapier template.

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Create or update OpenPhone contacts when new JobTread customer contacts are created
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JobTread + OpenPhone
Send a message in OpenPhone for every new customer created in JobTread
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JobTread + OpenPhone
Send a message in OpenPhone when tasks are updated in JobTread
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JobTread + OpenPhone
Create or update OpenPhone contacts when new vendor contacts are created in JobTread
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JobTread + OpenPhone
Send a message in OpenPhone when new customer contacts are created in JobTread
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JobTread + OpenPhone
Create or update OpenPhone contacts when new customer contacts are created in JobTread
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JobTread + OpenPhone

Create or update OpenPhone contacts when new JobTread customer contacts are created

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JobTread + OpenPhone

Send a message in OpenPhone for every new customer created in JobTread

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JobTread + OpenPhone

Send a message in OpenPhone when tasks are updated in JobTread

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JobTread + OpenPhone

Create or update OpenPhone contacts when new vendor contacts are created in JobTread

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JobTread + OpenPhone

Send a message in OpenPhone when new customer contacts are created in JobTread

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JobTread + OpenPhone

Create or update OpenPhone contacts when new customer contacts are created in JobTread

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JobTread + OpenPhone

Send a message in OpenPhone when document recipients are updated in JobTread
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JobTread + OpenPhone
Send a message in OpenPhone when new documents are created in JobTread
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JobTread + OpenPhone

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1. Choose trigger event

2. Choose action

1. Select the event

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Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Comment Created" from JobTread.

Add your action

An action happens after the trigger—such as "Create or Update Contact" in OpenPhone.

You’re connected!

Zapier seamlessly connects JobTread and OpenPhone, automating your workflow.

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
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- Organization
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- Organization
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- Organization
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- Organization
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- Organization
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- Limit files uploaded to this type (optional)
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- Organization
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- Organization
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- Organization
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- Organization
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- Assignee
  Required
- Target Type
  Required
- Target Id
  Required
- Notify
Action
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- Organization
  Required
- Add Customer Contact
- Add Location
- Add Files to Customer
Action
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- Organization
  Required
- Job ID
  Required
- Date
  Required
- Notes
- Notify assignees
- Assignees
Action
Write
- Organization
  Required
- Account ID
  Required
- Location Name
  Required
- Location Address
Action
Write
- Organization
  Required
- Add Vendor Contact
Action
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- Organization
  Required
- Target Type
  Required
- Target Id
  Required
- Task Template Name
  Required
- Start Date and Time
- Notify
Action
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- Organization
  Required
- Customer Id
- Customer Name
- This customer is taxable
Action
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- Organization
  Required
- Location Id
  Required
- Address
- Name
Action
Write
- Organization
  Required
- Account Id
- Vendor name
Action
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- Organization
  Required
- Customer Name
Action
Search
- Organization
  Required
- Location Name
Action
Search
- Organization
  Required
- Vendor Name
Action
Search
- Select Phone Numbers
  Required
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- Phone Numbers
  Required
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- ID
- First Name
- Last Name
- Company
- Job Title
- Phone Numbers
- Email Addresses
- Share With
Action
Write

- Organization
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- Organization
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- Organization
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- Organization
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- Organization
  Required
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- Organization
  Required
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- Organization
  Required
- Limit files updated to this type (optional)
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- Organization
  Required
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- Organization
  Required
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- Organization
  Required
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- JavaScript Code
  Required
Action
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- Organization
  Required
- Comment Message
  Required
- Target Type
  Required
- Target Id
  Required
- Assignee Emails
Action
Write
- Organization
  Required
- Customer ID
  Required
- Name
  Required
- Title
Action
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- Organization
  Required
- Location ID
  Required
- Description
- Name
- Account ID
Action
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- Organization
  Required
- Name
  Required
- 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
Action
Write
- Organization
  Required
- Vendor ID
  Required
- Name
  Required
- Title
Action
Write
- Query (JSON)
  Required
Action
Write
- Organization
  Required
- Job Id
  Required
- Description
- Name
- Closed On
Action
Write
- Organization
  Required
- Task Id
  Required
- Task name
- Task Description
- Task Progress
- Parent Task Id
- Start Date
- Start Time
- End Date
- End Time
- Assigned Membership Ids
- Task Type Name
Action
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- Organization
  Required
- File URLs
  Required
- Target Type
- Target Id
- File Tag Names
- File Folder
Action
Write
- Organization
  Required
- Job Number
- Job Name
Action
Search
- Organization
  Required
- User Email
- User Name
Action
Search
- Select Phone Numbers
  Required
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- Phone Numbers
  Required
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- Select Phone Numbers
  Required
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- From
  Required
- To
  Required
- Message
  Required
- Mark conversation as done
Action
Write

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Customers have created over 25 million Zaps on the platform

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Practical ways you can use JobTread and OpenPhone

Update customer records in OpenPhone for new JobTread entries

When a new customer is created in JobTread, Zapier updates the contact information in OpenPhone. This automation ensures that customer phone contacts are always accurate and synced, reducing manual data entry and improving call efficiency for business interactions.

Business Owner

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Notify marketing team for new customer logs

When a new daily log is created for a customer in JobTread, Zapier triggers a notification to the marketing team in OpenPhone. This helps Marketing stay informed about key customer activities, enabling more aligned and timely campaigns or outreach efforts.

Marketing & Marketing Ops

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Send OpenPhone messages for updates to critical JobTread tasks

When a critical task in JobTread is updated, Zapier sends a message via OpenPhone to the project manager or relevant team. This ensures immediate attention to time-sensitive changes, reducing delays and improving project delivery timelines.

Project Management

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Make work flow with AI

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

Learn about AI automation

About JobTread

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

HelpHelp

Related categories

Project Management

About OpenPhone

OpenPhone is a new phone for business. It comes with powerful calling, messaging, and a lightweight CRM.

Learn moreLearn moreHelpHelp

Related categories

Phone & SMS

Connect JobTread and OpenPhone to unlock the power of automation

Set up your first integration

Create or update OpenPhone contacts when new JobTread customer contacts are created

Send a message in OpenPhone for every new customer created in JobTread

Send a message in OpenPhone when tasks are updated in JobTread

Create or update OpenPhone contacts when new vendor contacts are created in JobTread

Send a message in OpenPhone when new customer contacts are created in JobTread

Create or update OpenPhone contacts when new customer contacts are created in JobTread

Create or update OpenPhone contacts when new JobTread customer contacts are created

Send a message in OpenPhone for every new customer created in JobTread

Send a message in OpenPhone when tasks are updated in JobTread

Create or update OpenPhone contacts when new vendor contacts are created in JobTread

Send a message in OpenPhone when new customer contacts are created in JobTread

Create or update OpenPhone contacts when new customer contacts are created in JobTread

Send a message in OpenPhone when document recipients are updated in JobTread

Send a message in OpenPhone when new documents are created in JobTread

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Choose a trigger

Add your action

You’re connected!

Supported triggers and actions

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Practical ways you can use JobTread and OpenPhone

Update customer records in OpenPhone for new JobTread entries

Notify marketing team for new customer logs

Send OpenPhone messages for updates to critical JobTread tasks

Make work flow with AI

Connect JobTread to OpenPhone on the world's largest no-code automation platform