1.Monitors Document Created
Integrate JobTread to detect new proposal document payloads, so you can extract contact blocks and metadata.
Add new proposal contacts to referral campaign list
Automatically monitor proposal document creation across JobTread and NiceJob. Create and update when contacts qualify and enroll in your referral campaign β so you can add people to the campaign list, upsert contact records, and start outreach instantly without manual list building.
How this automation grows your referral campaign list
When proposal documents get created but contacts are not captured right away, referral outreach starts late and lists fall out of date. This automation monitors document creation and filters qualifying proposals, then creates or updates people and enrolls them in your referral campaignβso your team can launch outreach immediately.
JobTreador swap with your favorite app
2.Skips non qualifying documents
Integrate Filter by Zapier to continue only for qualifying proposal records, so you can prevent bad enrollments.
Filter by Zapieror swap with your favorite app
3.Creates or updates person
Integrate NiceJob to map document contact fields to person name, email, and phone, so you can upsert contacts.
NiceJobor swap with your favorite app
4.Enrolls contact in campaign
Integrate NiceJob to enroll the created or updated person into the configured referral campaign, so you can set the campaign source.
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