Zapier guide: Kopperfield + Jobber

Gmail

1. 1. Accept the Zapier invitation from your email account

   

Login | Zapier

1. 2. Sign up for a new Zapier account

   

2. 3. Enter your information

   

3. 4. Click on "Get started free"

   

4. 5. Create a password

   

5. 6. Optional: Answer Zapier demographic questions (you can skip these)

   

6. 7. Click on Continue

   

7. 8. Click on Accept Invite & Build a Zap

   

8. 9. Click on Create

   

9. 10. Click on Zaps to start a new Zap

   

10. 11. Click on the Trigger step

    

11. 12. Search for the Kopperfield app

    This will always be your "trigger" app

    

12. 13. Select the Kopperfield app

    

13. 14. Choose an event

    

14. 15. Click on Project Created

    This is the event you'll use if you want to input each new customer that enters Kopperfield

    

15. 16. Click on Continue

    

16. 17. Click on Sign in to authenticate your Kopperfield connection

    

17. 18. Enter your company's API key

    The Kopperfield team will provide you with this

    

18. 19. Click on "Yes, Continue to Kopperfield"

    

19. 20. Confirm your shop's name is shown

    

20. 21. Click on Continue

    

21. 22. Click on Test trigger

    

22. 23. Click on Skip test

    

23. 24. After skipping the test, you should see information like the picture below

    If you see a different screen, go back and try to "retest"

    

24. 25. Click on Continue

    

25. 26. Search for the Jobber app

    

26. 27. Select Jobber

    

27. 28. Choose an event

    

28. 29. Select "Find Client"

    For this Zap, we're inputting each new client from Kopperfield into Jobber. We have the system search for an existing client first, then create a new one if the info isn't found.

    

29. 30. Click on Continue

    

30. 31. Sign in to your Jobber account

    

Authorize Application - Jobber

1. 32. Click on Allow Access

   

zapier.com/dashboard/auth/oauth/return/JobberCLIAPI/?code=eyJhbGciOiJIUzI1NiJ9.eyJ1c2VyX2lkIjoyNDY2NTAwLCJhcHBfaWQiOiI3ZDQxYWM2Mi1iZmY0LTQ1Y2YtOTZjMC00ZmU2MWQ5ODk1ZmYiLCJzY29wZXMiOiIiLCJleHAiOjE3MTg5MDQyNjB9.NjXF-CiXB4uHNvpTi88VT3bxJot-lU7UdhD-Yk2wfMI&state=1718903654.963791181035

1. 33. Confirm the correct info is shown for your Jobber account

   

2. 34. Click on Continue

   

3. 35. Click on the "Client Search Term" box

   

4. 36. Select "Customer Email" from the Kopperfield input list

   You can find this by typing "email", then selecting the "email" input field

   

5. 37. Select "No" for the "success" question

   

6. 38. Check "Create Jobber Client if it doesn’t exist yet?"

   

7. 39. Click on First Name

   

8. 40. Click on Customer First Name Larry

   

9. 41. Click on Last Name

   

10. 42. Click on Customer Last Name Burg

    

11. 43. Click on Email Address

    

12. 44. Click on Customer Email email@test.com

    

13. 45. Click on Close

    

14. 46. Click on Phone Number

    

15. 47. Click on Customer Phone Number +11231231234

    

16. 48. Click on Close

    

17. 49. Click on Street 1

    

18. 50. Click on Property Line 1 Valley Way

    

19. 51. Click on Close

    

20. 52. Click on Street 2

    

21. 53. Type "line 2"

    

22. 54. Click on Property Line 2

    

23. 55. Click on Close

    

24. 56. Click on City

    

25. 57. Type "city"

    

26. 58. Click on 1. Project Created in Kopperfield (1.0.3)…

    

27. 59. Click on Close

    

28. 60. Click on City

    

29. 61. Click on State/Province

    

30. 62. Type "tate"

    

31. 63. Click on Property State CA

    

32. 64. Click on State/Province

    

33. 65. Click on Create…

    

34. 66. Click on Zip/Postal Code

    

35. 67. Type "postal"

    

36. 68. Click on Property Postal Code 95051

    

37. 69. Click on Client Search Term (eg. name, email, or company name)…

    

38. 70. Click on Continue

    

39. 71. Click on Test step

    

40. 72. Head to Jobber to confirm your Zap was successful

    

41. 73. Click on LO…

    

42. 74. Click on Rename

    

43. 75. Click on Publish

    

44. 76. Click on Go to Home