Jobber + WebFX

Create or update WebFX deals when new Jobber invoices are created

Keep your deals up-to-date with this streamlined workflow. Whenever a new invoice is generated in Jobber, a corresponding deal is either created or updated in WebFX, ensuring your records remain consistent and no opportunity falls through the cracks. This eliminates the need for manual data entry and helps you focus more on closing deals and less on administrative tasks.

Keep your deals up-to-date with this streamlined workflow. Whenever a new invoice is generated in Jobber, a corresponding deal is either created or updated in WebFX, ensuring your records remain consistent and no opportunity falls through the cracks. This eliminates the need for manual data entry and helps you focus more on closing deals and less on administrative tasks.

  1. When this happens...
    JobberJobber
    New Invoice Created

    Triggers when an invoice is created.

    TriggerInstant
  2. automatically do this!
    WebFXWebFX
    Create or Update Deal

    Create a deal or update it if one already exists.

    ActionWrite
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Supported triggers and actions

jobber logo
jobber logo

About Jobber

Jobber is the command center 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
webfx logo
webfx logo

About WebFX

WebFX is a platform designed to track and integrate your marketing and sales data.

Related categories

  • Marketing Automation