JobTread + OpenPhone
Send a message in OpenPhone when new documents are created in JobTread
Create seamless communication in your workflow with this automation. When a new document is created in JobTread, a message is immediately sent in OpenPhone. Stay informed and on top of your tasks while keeping the entire team in the loop about important document updates.
Create seamless communication in your workflow with this automation. When a new document is created in JobTread, a message is immediately sent in OpenPhone. Stay informed and on top of your tasks while keeping the entire team in the loop about important document updates.
- When this happens...
Document CreatedTriggers when a document is created.
TriggerInstantThis event starts a Zap instantly. - automatically do this!
Send a MessageSends a new message via OpenPhone.
ActionWriteCreate a new record or update an existing record in your app.
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OrganizationRequired
Limit files uploaded to this type (optional)
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.AssigneeRequired
Target TypeRequired
Target IdRequired
Notify
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Add Customer Contact
Add Location
Add Files to Customer
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Job IDRequired
DateRequired
Notes
Notify assignees
Assignees
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Account IDRequired
Location NameRequired
Location Address
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Add Vendor Contact
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Target TypeRequired
Target IdRequired
Task Template NameRequired
Start Date and Time
Notify
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Customer Id
Customer Name
This customer is taxable
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Location IdRequired
Address
Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Account Id
Vendor name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Customer Name
ActionThis is an event a Zap performs.SearchFind existing data in your appOrganizationRequired
Location Name
ActionThis is an event a Zap performs.SearchFind existing data in your appOrganizationRequired
Vendor Name
ActionThis is an event a Zap performs.SearchFind existing data in your appSelect Phone NumbersRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Phone NumbersRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.ID
First Name
Last Name
Company
Job Title
Phone Numbers
Email Addresses
Share With
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
OrganizationRequired
Limit files updated to this type (optional)
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.JavaScript CodeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Comment MessageRequired
Target TypeRequired
Target IdRequired
Assignee Emails
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Customer IDRequired
NameRequired
Title
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Location IDRequired
Description
Name
Account ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
NameRequired
Description
Is To-Do
Target Type
Target Id
Parent Task Id
Start Date
Start Time
End Date
Task Progress
End Time
Assigned Membership Ids
Assigned Emails
Task Type Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Vendor IDRequired
NameRequired
Title
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Query (JSON)Required
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Job IdRequired
Description
Name
Closed On
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Task IdRequired
Task name
Task Description
Task Progress
Parent Task Id
Start Date
Start Time
End Date
End Time
Assigned Membership Ids
Task Type Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
File URLsRequired
Target Type
Target Id
File Tag Names
File Folder
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Job Number
Job Name
ActionThis is an event a Zap performs.SearchFind existing data in your appOrganizationRequired
User Email
User Name
ActionThis is an event a Zap performs.SearchFind existing data in your appSelect Phone NumbersRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Phone NumbersRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Select Phone NumbersRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.FromRequired
ToRequired
MessageRequired
Mark conversation as done
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
About JobTread
Related categories
About OpenPhone
Related categories
Related Zap Templates
- Create or update OpenPhone contacts when new JobTread customer contacts are created
- Send a message in OpenPhone for every new customer created in JobTread
- Send a message in OpenPhone when tasks are updated in JobTread
- Create or update OpenPhone contacts when new vendor contacts are created in JobTread
- Send a message in OpenPhone when new customer contacts are created in JobTread
- Create or update OpenPhone contacts when new customer contacts are created in JobTread
- Send a message in OpenPhone when document recipients are updated in JobTread
- Create or update OpenPhone contacts when new customers are created in JobTread
- Create or update OpenPhone contacts when new vendor contacts are created in JobTread
- Create or update OpenPhone contacts when new customers are created in JobTread
- Update OpenPhone messages when customers are updated in JobTread
Related Zap Templates
- Create or update OpenPhone contacts when new JobTread customer contacts are created
- Create or update OpenPhone contacts when new vendor contacts are created in JobTread
- Send a message in OpenPhone when document recipients are updated in JobTread
- Create or update OpenPhone contacts when new customers are created in JobTread