Jobber + RP-1

Create campaign contacts in RP-1 for new clients in Jobber

Ensure your new clients in Jobber are seamlessly incorporated into your campaigns in the RP-1 app with this workflow. Whenever a new client is added in Jobber, their contact information is instantly transferred and integrated into the RP-1 app's ongoing campaign. This streamlines your processes, eliminating manual data entry and ensuring no client is ever missed in your marketing efforts.

When this happens...
New Client Created
Triggers when a client is created.
TriggerInstant
automatically do this!
Add Contact to Campaign
Adds a Contact to a Campaign
ActionWrite

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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
- First Name
- Last Name
- Full Name
- Phone NumberRequired
- Email
- Tags
- Street
- City
- State
- Postal Code
Action
Write

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
- CampaignRequired
- Contact Id
- Phone
- First Name
- Last Name
- Full Name
- Email
- State
- City
- Street
- Postal Code
- Tags
Action
Write
- Campaign IdRequired
- Contact Id
- Phone
Action
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 RP-1

RP-1 is a tool to re-engage your existing customer database.

Related categories

Marketing Automation

Jobber + RP-1

Create campaign contacts in RP-1 for new clients in Jobber

Supported triggers and actions

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

Create Contact

Client Updated

Invoice Updated

New Job Created

Quote Approved

Quote Sent

Create Client

Create Job

Add Note to Request

Find Client

Add Contact to Campaign

Remove Contact From Campaign

About Jobber

Related categories

About RP-1

Related categories