1.Monitors intake record updates
Integrate Quickbase, intake tables, and field mapping tools to detect qualifying record changes and centralize intake payloads.
Create client and work request from intake records
Automatically monitor qualifying intake record changes across Quickbase and Jobber. Create and update records when intake changes qualify, client email matches, or job request data completesβso you can create client profiles, schedule work requests, and write intake references without manual data entry.
How this automation creates work requests from intake
When new or updated intake records arrive, delayed dispatches can stall field schedules. This automation finds or creates clients, builds work requests from intake details, and writes the job reference back to Quickbaseβso your team can dispatch faster.
Quickbaseor swap with your favorite app
2.Finds client by email
Integrate Jobber and contact lookup tools to search by email and select the matching client record.
Jobberor swap with your favorite app
3.Creates a client when needed
Integrate Jobber and CRM data tools to create a new client and capture the created client id.
4.Creates a work request
Integrate Jobber and scheduling tools to create a work request from client data and intake site address fields.
5.Updates intake with job reference
Integrate Quickbase and record write tools to update the intake record with the created work request reference.
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