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Jobber + TrueReview

Add new client in Jobber to TrueReview as contacts

When new clients are created in Jobber accounts, new contacts are created on TrueReview contacts page.

When new clients are created in Jobber accounts, new contacts are created on TrueReview contacts page.

When this happens...
New Client Created
Triggers when a client is created.
TriggerInstant
automatically do this!
Create Contact
Creates a Contact
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
Try It
- 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
Try It
- Contact name
- Contact Phone
- Contact Email
- Notes
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.

Related categories

Scheduling & Booking

About TrueReview

TrueReview makes it easy for businesses to request reviews for any website, receive direct customer feedback and improve online reviews!

Related categories

Marketing Automation

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Related Zap Templates

Related Zap Templates

Create new TrueReview requests from new Jobber invoices

Create TrueReview request from new jobs completion in Jobber