1.Detect invoice created webhook
Integrate Jobber and webhook handling to catch each invoice created event and start contact and opportunity updates.
Add customer contact from new invoice to CRM
Automatically watch invoice created webhooks across Jobber and LeadConnector to keep CRM records current. Create and update contacts, opportunities, and tags when invoice created, unpaid invoices appear, or invoices go past-dueβso you can speed collections follow-up, prioritize billing reviews, and avoid manual follow-up.
How this automation accelerates invoice follow-up
When invoice created webhooks arrive, billing and sales teams can miss timely follow-up and lose collection momentum. This automation finds or creates contacts, updates CRM opportunities, and tags owners and contactsβso you can respond to invoice signals the same day.
Jobberor swap with your favorite app
2.Find contact by primary email or phone
Integrate LeadConnector and contact matching tools to match by primary email or phone and return an existing contact.
LeadConnectoror swap with your favorite app
3.Add or update contact from invoice
Integrate LeadConnector and CRM field mapping to add or update contact and billing address details and set channels.
4.Create and update opportunity and assign owner
Integrate LeadConnector and pipeline tracking to create or update the opportunity, link it to the contact, and tag and assign ownership.
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Simplify contact records with automated lead capture, record updates, and duplicate prevention
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Step 1
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Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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