Jobber + TrueReview

Create new TrueReview requests from new Jobber invoices

Streamline your review collection process with this efficient workflow. Whenever a new invoice is generated in Jobber, a review request gets created in TrueReview. This helps you ensure timely feedback from your customers and potentially improve your business performance based on the insights gathered. No need for additional manual actions, as this automated process takes over for you to save time and effort.

When this happens...
New Invoice Created
Triggers when an invoice is created.
TriggerInstant
automatically do this!
Create Request
Creates a request
ActionWrite

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Supported triggers and actions

New Client Created
Triggers when a client is created.
Trigger
Instant
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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
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Job Updated
Triggers when a job is updated
Trigger
Instant
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New Quote Created
Triggers when a quote is created.
Trigger
Instant
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New Request Created
Triggers when a request is created.
Trigger
Instant
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- 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
Drip Campaign Set
Select the drip campaign to use
Trigger
Polling
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- Name
- Phone
- Email
- Notes
- Select Drip Campaign
- Select Contact Type
Action
Write

Client Updated
Triggers when a client is updated
Trigger
Instant
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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
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- 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
Contact Type
get all contact type
Trigger
Polling
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- Contact name
- Contact Phone
- Contact Email
- Notes
Action
Write