Jobber + Phone.com

Create contacts in Phone.com for new clients in Jobber

Effortlessly manage your new clients by connecting Jobber and Phone.com with this automation. When a new client is added in Jobber, this workflow creates a contact in your Phone.com account, ensuring your client communication remains organized and up-to-date. Save time and streamline your client management process with this handy integration.

When this happens...
New Client Created
Triggers when a client is created.
TriggerInstant
automatically do this!
Create Contact
Find a contact
ActionWrite

Start free with email

Start free with Google

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

Supported triggers and actions

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 IDRequired
- Tags to AddRequired
Action
Write

- ClientRequired
- Title
- Number of line itemsRequired
Action
Write
- ClientRequired
- 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
New Call Log Record
Triggers when a new log entry is created for a call. Note: Multiple log entries can be created for each call.
Trigger
Instant
Try It
Call Status Updated
Triggers when an inbound or outbound call's status was updated.
Trigger
Instant
Try It
- Extension
Trigger
Instant
Try It
New Voicemail
Triggers when a new voicemail is created on your Phone.com account.
Trigger
Instant
Try It
- ExtensionRequired
- Contact Group
- Prefix
- First Name
- Middle Name
- Last Name
- Suffix
- Phonetic First Name
- Phonetic Middle Name
- Phonetic Last Name
- Nickname
- Company Name
- Department
- Job Title
- Email
- Alternative Email
- Business Phone Number
- Home Phone Number
- Mobile Phone Number
- Fax
- Business Address: Street address
- Business Address: City
- Business Address: State
- Business Address: Zip
- Business Address: Country
- Home Address: Street address
- Home Address: City
- Home Address: State
- Home Address: Zip
- Home Address: Country
Action
Write
- Call UUID
Action
Search

Client Updated
Triggers when a client is updated
Trigger
Instant
Try It
Invoice Updated
Triggers when a invoice is updated
Trigger
Instant
Try It
New Job Created
Triggers when a job is created.
Trigger
Instant
Try It
Quote Approved
Triggers when a quote is approved
Trigger
Instant
Try It
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
- ClientRequired
- Title
- Instructions
- Start Date (yyyy-mm-dd)
- Create VisitsRequired
- Start Time (hh:mm:ss)
- End Time (hh:mm:ss)
- Invoicing ScheduleRequired
- Number of line itemsRequired
Action
Write
- Request IDRequired
- MessageRequired
Action
Write
- Client Search Term (eg. name, email, or company name)
Action
Search
Call Completed
Triggers when an inbound or outbound call is terminated on your Phone.com account.
Trigger
Instant
Try It
New Call
Triggers when a new inbound or outbound call is initiated on your Phone.com account.
Trigger
Instant
Try It
New Call Recording
Triggers when a new call recording is created on your Phone.com account.
Trigger
Instant
Try It
- Extension
Trigger
Instant
Try It
- Leg A Phone NumberRequired
- Private Call To Leg A
- Caller ID For Leg A
- ExtensionRequired
- Leg B Phone Number
- Caller ID For Leg B
Action
Write
- FromRequired
- ToRequired
- TextRequired
Action
Write
- ExtensionRequired
- Contact Group ID
- Name
- Phone
Action
Search

About Jobber

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

Learn more

Related categories

Scheduling & Booking

About Phone.com

Phone.com app allows you to send and receive SMS, integrate CRM, get events on calls and call logs and generate calls.

Related categories

Phone & SMS

Related Zap Templates

Send sms via Phone.com when new quote approvals happen in Jobber

Send sms via Phone.com when new clients are added in Jobber

Jobber + Phone.com

Create contacts in Phone.com for new clients in Jobber

New Client Created

New Invoice Created

Job Closed

Job Updated

New Quote Created

New Request Created

Add Tags to Client

Create Quote

Create Request

Find or Create Client

New Call Log Record

Call Status Updated

New Inbound SMS

New Voicemail

Create Contact

Find Call Data

Client Updated

Invoice Updated

New Job Created

Quote Approved

Quote Sent

Create Client

Create Job

Add Note to Request

Find Client

Call Completed

New Call

New Call Recording

New Outbound SMS

Make Call (Click to Call)

Send SMS

Find Contact

About Jobber

Related categories

About Phone.com

Related categories

Related Zap Templates

Related Zap Templates