Accept the Zapier invitation from your email account
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Login | Zapier
30 Steps
2
Sign up for a new Zapier account
3
Enter your information
4
Click on "Get started free"
5
Create a password
6
Optional: Answer Zapier demographic questions (you can skip these)
7
Click on Continue
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Click on Accept Invite & Build a Zap
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Click on Create
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Click on Zaps to start a new Zap
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Click on the Trigger step
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Search for the Kopperfield app
This will always be your "trigger" app
13
Select the Kopperfield app
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Choose an event
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Click on Project Created
This is the event you'll use if you want to input each new customer that enters Kopperfield
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Click on Continue
17
Click on Sign in to authenticate your Kopperfield connection
18
Enter your company's API key
The Kopperfield team will provide you with this
19
Click on "Yes, Continue to Kopperfield"
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Confirm your shop's name is shown
21
Click on Continue
22
Click on Test trigger
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Click on Skip test
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"
25
Click on Continue
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Search for the Jobber app
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Select Jobber
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Choose an event
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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.
Confirm the correct info is shown for your Jobber account
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Click on Continue
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Click on the "Client Search Term" box
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Select "Customer Email" from the Kopperfield input list
You can find this by typing "email", then selecting the "email" input field
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Select "No" for the "success" question
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Check "Create Jobber Client if it doesn’t exist yet?"
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Click on First Name
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Click on Customer First Name Larry
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Click on Last Name
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Click on Customer Last Name Burg
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Click on Email Address
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Click on Customer Email email@test.com
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Click on Close
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Click on Phone Number
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Click on Customer Phone Number +11231231234
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Click on Close
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Click on Street 1
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Click on Property Line 1 Valley Way
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Click on Close
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Click on Street 2
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Type "line 2"
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Click on Property Line 2
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Click on Close
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Click on City
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Type "city"
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Click on 1. Project Created in Kopperfield (1.0.3)…
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Click on Close
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Click on City
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Click on State/Province
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Type "tate"
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Click on Property State CA
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Click on State/Province
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Click on Create…
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Click on Zip/Postal Code
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Type "postal"
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Click on Property Postal Code 95051
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Click on Client Search Term (eg. name, email, or company name)…
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Click on Continue
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Click on Test step
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Head to Jobber to confirm your Zap was successful
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Click on LO…
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Click on Rename
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Click on Publish
76
Click on Go to Home
Well done!
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