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Jobber + ServiceForge

Jobber + ServiceForge integrations

Create Jobber clients from new ServiceForge messages

This Zapier integration uses info from new ServiceForge messages to create Jobber clients, saving you time from manual data entry.

When this happens...
New MessageTriggers when a new message is received.
TriggerInstant
automatically do this!
Create ClientCreates a new client.
ActionWrite

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More things you can do with ServiceForge and Jobber

Discover other triggers and actions you can use with ServiceForge and Jobber

New Message
Triggers when a new message is received.
Trigger
Instant
Try It
New Client Created
Triggers when a client is created.
Trigger
Instant
Try It
New Invoice Created
Triggers when an invoice is created.
Trigger
Instant
Try It
Job Closed
Triggers when a job is closed
Trigger
Instant
Try It
Job Updated
Triggers when a job is updated
Trigger
Instant
Try It

New Quote Created
Triggers when a quote is created.
Trigger
Instant
Try It
New Request Created
Triggers when a request is created.
Trigger
Instant
Try It

- Client ID
  Required
- Tags to Add
  Required
Action
Write
- Client
  Required
- Title
- Number of line items
  Required
Action
Write
- Client
  Required
- Title
Action
Write
- Client Search Term (eg. name, email, or company name)
- First Name
- Last Name
- Company Name
- Email Address
- Phone Number
- Street 1
- Street 2
- City
- State/Province
- Country
- Zip/Postal Code
Action
Search or write

- First Name
  Required
- Last Name
- Email
- Country Code
- Phone
- Address
- City
- State
- Zip
- Country
Action
Write
Client Updated
Triggers when a client is updated
Trigger
Instant
Try It
Invoice Updated
Triggers when a invoice is updated
Trigger
Instant
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New Job Created
Triggers when a job is created.
Trigger
Instant
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Quote Approved
Triggers when a quote is approved
Trigger
Instant
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Quote Sent
Triggers when a quote is sent
Trigger
Instant
Try It
- First Name
- Last Name
- Company Name
- Email Address
- Phone Number
- Street 1
- Street 2
- City
- State/Province
- Country
- Zip/Postal Code
Action
Write
- Client
  Required
- Title
- Instructions
- Start Date (yyyy-mm-dd)
- Create_visits
  Required
- Start Time (HH:mm:ss)
- End Time (HH:mm:ss)
- Invoicing_schedule
  Required
- Number of line items
  Required
Action
Write
- Request ID
  Required
- Message
  Required
Action
Write
- Client Search Term (eg. name, email, or company name)
Action
Search

About Jobber

Jobber is the command center for home service businesses. Our easy-to-use app powers sales, operations, and customer service—all in one place.

Learn moreLearn moreHelpHelp

Related categories

Scheduling & Booking

About ServiceForge

ServiceForge is an all-in-one solution for home service teams—offering 24/7 live answering, job booking, payments, and branded tools to support your business.

HelpHelp

Related categories

Scheduling & Booking