Zapier
Customer-owned Zapier workflow
Recommended route
What it does
Recommended: use a customer-owned Zap to create a Jobber client from a First AI Employee New Lead, then add a job or quote only when your intake supplies the fields you chose. The direct Jobber OAuth adapter is not open to customers today.
Before you start
Jobber requires an active plan that includes its Zapier integration. Creating a client does not schedule work, and a job or quote needs customer-selected fields that are not present on every call.
What it does not do
Jobber requires an active plan that includes its Zapier integration. Creating a client does not schedule work, and a job or quote needs customer-selected fields that are not present on every call.
Set it up
- Install the private First AI Employee app in your Zapier account and connect your own Jobber account.
- Choose New Lead, then Jobber Create Client.
- Add a job or quote step only after mapping the required fields, then test one synthetic lead before activation.