seanroz
2 months agoContributor 3
Automatically upload files and text to clients profiles?
Hello,
I are curious if anyone has successfully found a way to automatically upload files / text notes onto a client's profile within internal notes on Jobber.
Vision - voicemail audio files are uploaded to a clients profile inside of the internal notes section; by matching the phone number to an existing client within jobber. If the number cannot be matched to an existing client, the automation stops.
At the time of writing this, Zapier + Jobber allow for notes / files to be uploaded to a request but not to a client profile.