1.Detect new quote approved event
Integrate Jobber and quote management tools to catch approved quotes and start project creation.
Create service project record from approved quotes same day
Automatically detect new quote approved events across Jobber and Quickbase. Create and update when quote approvals complete, quote numbers finalize, or approvals reach dispatch readinessβso you can create projects, link customers, and build site records without manual data entry.
How this automation creates dispatch-ready service projects
When new quote approvals arrive, delays can stall scheduling and crew assignments. This automation fetches the public quote link, finds customer and site records, and creates a service project recordβso your team can dispatch faster.
Jobberor swap with your favorite app
2.Fetch public quote URI
Integrate Code by Zapier and automation logic tools to fetch quote web links and return quote URI fields.
Code by Zapieror swap with your favorite app
3.Find customer record
Integrate Quickbase and CRM lookup tools to find the customer id from client email and phone.
Quickbaseor swap with your favorite app
4.Find site record
Integrate Quickbase and address matching tools to find the site id and link it to the customer.
5.Create service project record
Integrate Quickbase and field mapping tools to create the service project with customer, site, reference, and link data.
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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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