Jobber + Rosie

Create new clients in Jobber from new calls in Rosie

Effortlessly maintain your client records with this Rosie and Jobber integration. Every time a new call is made in Rosie, a client is immediately created in Jobber. This streamlined process eliminates the need for time-consuming manual data entry, ensuring your data is always up-to-date and accurate. Enhance the efficiency of your client management system with this simple, yet effective synergy between your Rosie and Jobber apps.

When this happens...
New Call
Triggers when a new call has been added.
TriggerInstant
automatically do this!
Create Client
Creates a new client.
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 Booking
Triggers when a new booking is created.
Trigger
Instant
Try It
Updated Call
Triggers when an existing call has been updated.
Trigger
Instant
Try It
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

New Call
Triggers when a new call has been added.
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 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

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 Rosie

Rosie is an AI answering service for businesses. Grow your business while Rosie answers your phone calls, takes messages and sets appointments 24/7.

Learn more

Related categories

AI Tools

Jobber + Rosie

Create new clients in Jobber from new calls in Rosie

Supported triggers and actions

New Booking

Updated Call

Client Updated

Invoice Updated

New Job Created

Quote Approved

Quote Sent

Create Client

Create Job

Add Note to Request

Find Client

New Call

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

About Jobber

Related categories

About Rosie

Related categories