1.Detect new submission
Integrate Jotform and form intake tools to detect new submissions and trigger client creation workflows.
Create client and tag profile from contact form
Automatically monitor new contact form submissions across Jotform and Jobber. Create and update client records and add context tags when submissions arriveβso you can speed up quoting and dispatch without manual entry.
How this automation populates your client profiles
When new form submissions come in, delays can leave schedulers without the context they need. This automation creates client records in Jobber and adds tags from submission detailsβso your team can quote and dispatch faster.
Jotformor swap with your favorite app
2.Split submitted name
Integrate Formatter by Zapier and data mapping tools to split the full name and prepare client name fields.
Formatter by Zapieror swap with your favorite app
3.Split submitted address
Integrate Formatter by Zapier and address parsing tools to split address parts and populate location fields.
4.Create client record
Integrate Jobber and CRM record systems to create a client and attach submission ID as an external reference.
Jobberor swap with your favorite app
5.Add client tags
Integrate Jobber and tagging tools to add tags from submission fields so schedulers can see project intent.
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Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
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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