That's a Zapier "Action" So it can be done. You would need something to trigger that action though.
Set up Triggers in Jobber to automate repetitive tasks elsewhere. You can automate an Action in another app whenever one of the below Triggers occurs in Jobber.
- New Client - Triggers when a client is created
- Client Updated - Triggers when there is an edit made to client details including their name, email address, phone number, custom fields, or archiving the client. The following events do not trigger:
- new note added for the client
- new property added for the client
- an edit to one of the client's properties
- New Request - Triggers when a request is created
- New Quote - Triggers when a quote is created
- Quote Sent - Triggers when a quote is sent via email or text message
- Quote Approved - Triggers when a quote is approved
- New Job Created - Triggers when a new job is created
- New Job Completion - Triggers when a job is closed
- Job Updated - Triggers when an edit is made to a job
- New Invoice - Triggers when an invoice is created
- Invoice Updated - Triggers when an edit is made to an invoice
Automate the below Actions in Jobber when an event occurs in another app.
- Create Client - Creates a new client in Jobber
- Add Tags to Client - Adds tags to a client. This action must follow a trigger like New Client Created, Client Updated, or Find Client
- Create Request - Creates a new request. This will create the request for the client's first property
- Add Note to Request - Adds a note to the internal notes field on requests. This action must follow the New Request trigger or Create Request action
- Create Quote - Creates a new quote in Jobber for a client. This will create the quote for the client's first property
- Create Job - Creates a new job. This action must follow a trigger like New Client Created, Client Updated, or Find Client.