Jobber + SendJim

Create new SendJim contacts when new Jobber clients are added

This workflow begins whenever a new client is added in Jobber and immediately creates a contact for them in SendJim. Efficiently manage your growing client list by ensuring every new customer on Jobber also reflects in your SendJim contact list. This automation helps streamline client management, allowing you to focus more on serving your clients and less on manual data entry.

When this happens...
New Client Created
Triggers when a client is created.
TriggerInstant
automatically do this!
Create Contact
Create a contact in SendJim
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
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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
- Address Line 1Required
- Address Line 2
- CityRequired
- StateRequired
- Postal CodeRequired
- Phone Number
- Email
- Tags
Action
Write
- First Name
- Last Name
- Address Line 1Required
- Address Line 2
- CityRequired
- StateRequired
- Postal CodeRequired
- Phone Number
- Email
- QuickSendRequired
- Tags
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
- TimingRequired
- Templates
Trigger
Instant
Try It
- First Name
- Last Name
- Address Line 1Required
- Address Line 2
- CityRequired
- StateRequired
- Postal CodeRequired
- Phone Number
- Email
- Number of neighbors to mailRequired
- Same street onlyRequired
- QuickSendRequired
- Tags
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 SendJim

SendJim is a way to quickly send custom gifts, postcards, and more to your customers.

Learn more

Related categories

Marketing

Related Zap Templates

Create new neighbor mailings in SendJim for every new quote in Jobber

Send quicksends in SendJim for new clients in Jobber

Jobber + SendJim

Create new SendJim contacts when new Jobber clients are added

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

Send QuickSend

Client Updated

Invoice Updated

New Job Created

Quote Approved

Quote Sent

Create Client

Create Job

Add Note to Request

Find Client

Recipient Scans QR Code From SendJim Mailing

Send Neighbor Mailing

About Jobber

Related categories

About SendJim

Related categories

Related Zap Templates

Related Zap Templates