Jobber
Create a client and a request in Jobber for each booking or call with Zapier, with the call summary as the request's details.
- Route
- Zapier, with the Small Business Chatbot app's triggers and Jobber's Zapier actions
- Sign-in
- Your Small Business Chatbot account and your Jobber account, both from Zapier
- Time to set up
- About fifteen minutes
What this does
When the AI receptionist books an estimate or a visit, or finishes a call, a Zap finds or creates the client in Jobber and adds a request with the address, the time and what the customer asked for. Your team quotes and schedules it from Jobber as usual.
Before you start
- The Small Business Chatbot app connected in Zapier: Zapier.
- A Jobber account on a plan that includes Jobber's Zapier integration. Jobber lists it on its Connect and Grow plans.
Build the Zap
- Pick the trigger
In Zapier, create a Zap with the Small Business Chatbot app and Appointment Booked to send each booked visit. Use Call Ended (what a call carries) or Chat Ended to send every new caller, booked or not.
- Find or create the client
Add Jobber's Find or Create Client action. Map the invitee's name, phone and email from the booking, or First name, Phone and Email from a call.
- Create the request
Add Jobber's Create Request action for that client. Put the appointment's start time and location in the request, and Action items in its details when the trigger is a call or a chat.
- Turn the Zap on
Test each step in Zapier, then turn the Zap on.
What each trigger carries is under Payload sample. An appointment event carries the title, start and end times, time zone, the invitee's name, email and phone, and the location (Appointment events).
Other Jobber actions
Jobber's Zapier app also has Create Client, Create Job, Create Quote, Add Note to Request, Add Tags to Client and Find Client. Add Note to Request is a good place for the call transcript.