1.Monitors invoice updated event
Integrate Jobber and workflow triggers to detect invoice updates and start lead creation for paid invoices.
Create CRM lead when invoice is marked paid
Automatically monitor invoice updated events across Jobber and your CRM intake. Create and update when invoice status changes, invoices get marked paid, or billing status updatesβso you can create lead records, map invoice details, and prevent duplicate processing without manual data entry.
How this automation protects your lead workflow from duplicates
When paid invoices keep landing in separate systems, duplicate leads and missing CRM details slow sales follow-up. This automation monitors Jobber invoice updates and filters paid invoices, then posts lead and invoice fields to your CRM and marks each invoice processedβso your team can move faster.
Jobberor swap with your favorite app
2.Continues only when paid
Integrate Filter by Zapier and data filtering to gate the workflow on paid invoice state.
Filter by Zapieror swap with your favorite app
3.Looks up processing status
Integrate Storage by Zapier and lookup storage to get prior processing value using the invoice reference.
Storage by Zapieror swap with your favorite app
4.Stops if already processed
Integrate Filter by Zapier and dedupe logic to stop execution when storage shows the invoice is processed.
5.Posts lead and invoice fields
Integrate Webhooks by Zapier and CRM intake endpoints to post client and invoice details to your webhook payload.
Webhooks by Zapieror swap with your favorite app
6.Marks invoice as processed
Integrate Storage by Zapier and invoice reference storage to set processed status after a successful POST.
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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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