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Frequently Asked Questions about Jobber + WPForms integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Jobber and WPForms
How can I integrate Jobber with WPForms?
To integrate Jobber with WPForms, you can use a service like Zapier that connects the two by automating workflows. You'll need to set up triggers and actions, such as creating a new contact in Jobber whenever there's a new form submission in WPForms.
What are the prerequisites for integrating Jobber and WPForms?
Before integrating, ensure you have active accounts with both Jobber and WPForms. Access to a service like Zapier is necessary to set up automation triggers and actions between these platforms.
Which trigger should I use for new form submissions in WPForms?
Use the 'New Form Entry' trigger in our automation tool. This trigger activates whenever there is a new submission in your WPForm, allowing subsequent actions such as adding or updating client information in Jobber.
Can I create tasks in Jobber from WPForm submissions?
Yes, you can create tasks in Jobber automatically. Set an action within our integration platform to add a task or job whenever there's a new entry submitted through WPForms.
Is it possible to update existing clients in Jobber via WPForms entries?
Yes, using certain conditions within our integration service, you can update existing client records in Jobber based on the information received from a specific field entry in WPForms.
What happens if there is an error during data transfer between WPForms and Jobber?
Our integration tool usually handles errors gracefully by notifying you of any issues via email or dashboard alerts. You may then review the error message and take corrective action as needed.
How do I manage field mapping between WPForms and Jobber during integration setup?
During setup, specify how each form field corresponds to fields within your Jobber account. This mapping ensures accurate data transfer according to your business needs.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.