DripJobs + OpenPhone

Manage new scheduled DripJobs estimates by creating or updating OpenPhone contacts

Keep your contacts updated the moment you schedule an on-site estimate in DripJobs. With this workflow, each time an on-site estimate is booked in DripJobs, it will effortlessly generate or refresh the relevant contact details in OpenPhone. It keeps information streamlined, ensuring you stay organized and maintain vital client details all in one place. Experience the comfort of smart contact management.

When this happens...
On-Site Estimate Scheduled
Triggers when an on-site estimate scheduled appointment is created in dripjobs.
TriggerInstant
automatically do this!
Create or Update Contact
Creates a contact or updates an existing contact.
ActionWrite

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Supported triggers and actions

Booking Form Submitted
Triggers when a new Appointment request is submitted in dripjobs.
Trigger
Instant
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Custom Event Scheduled
Triggers when a custom event is scheduled in dripjobs.
Trigger
Instant
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New Lead Created
Triggers when a new lead is created in dripjobs.
Trigger
Instant
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Project Stage Changed
Triggers when a project stage is changed in dripjobs
Trigger
Instant
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Project Completed
Triggers when a project is marked completed in dripjobs.
Trigger
Instant
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- Lead SourceRequired
- First NameRequired
- Last NameRequired
- EmailRequired
- PhoneRequired
- Job Address
- Job City
- Job State
- Job Zip
- Start TimeRequired
- End TimeRequired
- Appointment Details
- Assign To
- Send Email Reminders
- Send Sms Reminders
Action
Write
- Select Phone NumbersRequired
Trigger
Instant
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- Phone NumbersRequired
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Instant
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- Select Phone NumbersRequired
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Instant
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- FromRequired
- ToRequired
- MessageRequired
- Mark conversation as done
Action
Write

Card Label Changed
Triggers when a card label is changed
Trigger
Instant
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Deal Stage Changed
Triggers when a deal or job card moves to a new stage.
Trigger
Instant
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On-Site Estimate Scheduled
Triggers when an on-site estimate scheduled appointment is created in dripjobs.
Trigger
Instant
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Proposal Accepted
Triggers when a proposal is marked accepted in dripjobs.
Trigger
Instant
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Task Created
Triggers when a new Task is created in DripJobs
Trigger
Instant
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- Lead SourceRequired
- First NameRequired
- Last NameRequired
- EmailRequired
- Phone
- Job Address
- Job City
- Job State
- Job Zip
- Notes
- Deal Stage
- Assign To
Action
Write
- Select Phone NumbersRequired
Trigger
Instant
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- Phone NumbersRequired
Trigger
Instant
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- ID
- First Name
- Last Name
- Company
- Job Title
- Phone Numbers
- Email Addresses
- Share With
Action
Write