Forum Discussion
You might be able to solve this with Zapier by using a tag or custom field in Jobber as the trigger instead of relying on a note.
For example, when the parts arrive you could either add a tag like “Parts Received” or update a custom field from something like “Parts Ordered” to “Parts Received.” Zapier can watch for that change and then automatically send an SMS notification to the client.
In my experience tags and field updates tend to work more reliably as triggers than notes.
If you’re not sure what Jobber events Zapier can trigger from, one trick is to start creating a Zap and connect your Jobber account. Zapier will show you the available triggers, and then you can build your workflow around those.
- marcsappliance26 days agoContributor 2
Yes, that’s where I am right now. Have a zapper zap setup that’s looking at notes and texting the customer but would love to trigger based on a tag type of update. I am seeing what field options come with the zappier to jobber integration