An automated workflow using zapier
Connects Jobber + Google Contacts
Create Google Contacts from new clients in Jobber
About this workflow template
This automation scenario allows you to connect Jobber and Google Contacts
It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated scripts using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.
Jobber and Google Contacts can also be integrated using automation tools other than zapier:
Diagram
How it works?
When this trigger fires in Jobber
New Client Created in Jobber
Triggers when a client is created.
Then this action happens in Google Contacts
Create Contact in Google Contacts
Creates a new contact.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Create Google Contacts from new clients in Jobber.
Part I
Configure Applications
First, we need to connect Jobber and Google Contacts to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect Jobber to Zapier.
Give Zapier access to your Jobber account, using Jobber credentials.
Connect Google Contacts to Zapier.
Give Zapier access to your Google Contacts account, using Google Contacts credentials.
Part II
Build an integration workflow
Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.
Set up a Trigger action for Jobber
Choose the following trigger: New Client Created (Triggers when a client is created.).
Then set up an Action for Google Contacts
Choose this action: Create Contact (Creates a new contact.).
Part III
Test and Publish
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Jobber and Google Contacts.
Test the workflow and turn it on for production use
Test your scenario and publish to production. Now you have an automatic workflow, that will Create Google Contacts from new clients in Jobber!
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Supported triggers and actions
New or updated contact
Triggers when a contact is created or updated.
triggerbyzapierpabbly-connectWatch contacts
Triggers when a contact is created or updated.
triggerbyintegromatNew contact added
This Trigger fires every time a new Google Contact is created.
triggerbyiftttNew group
Triggers when a group is created.
triggerbyzapierpabbly-connectNew contact added to group
This Trigger fires every time a Google Contact is added to a group.
triggerbyiftttNew contact
Triggers when a contact is created.
triggerbyzapieralbato
Create client
Creates a new client.
actionbyzapierintegratelypipedreamCreate request
Creates a new request. This will create the request for the client's first property.
actionbyzapierintegratelyFind client
Finds the client that aligns most closely with the search criteria.
actionbyzapierCreate quote
Creates a new quote. This will create the quote for the client's first property.
actionbyzapierintegratelypipedreamFind invoice
Finds an invoice. This will only return one invoice; if the search values match more than one invoice, the invoice with the lowest ID will be returned.
actionbyzapierFind quote
Finds a quote. This will only return one quote; if the search values match more than one quote, the quote with the lowest ID will be returned.
actionbyzapier
Apps you need
Jobber's on-the-ground service planning software and application is the best way to organise your service activity. Quotation, timetable, invoice and payment, all in one place.
Google Contacts alternatives
Zapier simplifies busy people's lives by automating web app data transfers, reducing tedious tasks, and allowing teams to collaborate effortlessly. With over 5,000 popular apps connected, it's never been easier to streamline your workflow.
