Create new Jobber clients from new rows in Microsoft Excel
With this automation, each new row in your Microsoft Excel results in the creation of a new client in Jobber. This efficient process reduces the chance of errors, streamlining your client management and saving valuable time. Take advantage of this to improve the speed and accuracy of adding your clients to Jobber from Microsoft Excel.
With this automation, each new row in your Microsoft Excel results in the creation of a new client in Jobber. This efficient process reduces the chance of errors, streamlining your client management and saving valuable time. Take advantage of this to improve the speed and accuracy of adding your clients to Jobber from Microsoft Excel.
- When this happens...New Row
Triggers when a new row is added to a worksheet in a spreadsheet.
- automatically do this!Create Client
Creates a new client.
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Plan Restrictions
Storage Source
Folder
WorkbookRequired
WorksheetRequired
Try ItPlan Restrictions
Storage Source
Folder
WorkbookRequired
Try ItPlan Restrictions
Storage Source
Folder
WorkbookRequired
WorksheetRequired
Plan Restrictions
Storage Source
Folder
WorkbookRequired
WorksheetRequired
TableRequired
Plan Restrictions
Storage Source
Folder
WorkbookRequired
WorksheetRequired
TableRequired
Try ItPlan Restrictions
Storage Source
Folder
WorkbookRequired
WorksheetRequired
Trigger Column
Try ItPlan Restrictions
Storage Source
Folder
WorkbookRequired
WorksheetRequired
Plan Restrictions
Storage Source
Folder
TitleRequired
Column Headers
Zap Step Id