JobTread + OpenPhone

Send a message in OpenPhone for every new customer created in JobTread

Streamline your communication process with new customers on JobTread using this efficient workflow. When a new customer is created in JobTread, a welcoming message is promptly sent to them via OpenPhone. This direct link ensures you can connect with your new clients in a personalized way, enhancing customer relationships and saving you time.

When this happens...
Customer Created
Triggers when a customer is created.
TriggerInstant
automatically do this!
Send a Message
Sends a new message via OpenPhone.
ActionWrite

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Supported triggers and actions

What does this mean?

- OrganizationRequired
Trigger
Instant
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- OrganizationRequired
Trigger
Instant
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- OrganizationRequired
Trigger
Instant
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- OrganizationRequired
Trigger
Instant
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- OrganizationRequired
Trigger
Instant
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- OrganizationRequired
Trigger
Instant
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- OrganizationRequired
- Limit files uploaded to this type (optional)
Trigger
Instant
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- OrganizationRequired
Trigger
Instant
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- OrganizationRequired
Trigger
Instant
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- OrganizationRequired
Trigger
Instant
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- OrganizationRequired
Trigger
Instant
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- AssigneeRequired
- Target TypeRequired
- Target IdRequired
- Notify
Action
Write
- OrganizationRequired
- Add Customer Contact
- Add Location
- Add Files to Customer
Action
Write
- OrganizationRequired
- Job IDRequired
- DateRequired
- Notes
- Notify assignees
- Assignees
Action
Write
- OrganizationRequired
- Account IDRequired
- Location NameRequired
- Location Address
Action
Write
- OrganizationRequired
- Add Vendor Contact
Action
Write
- OrganizationRequired
- Target TypeRequired
- Target IdRequired
- Task Template NameRequired
- Start Date and Time
- Notify
Action
Write
- OrganizationRequired
- Customer Id
- Customer Name
- This customer is taxable
Action
Write
- OrganizationRequired
- Location IdRequired
- Address
- Name
Action
Write
- OrganizationRequired
- Account Id
- Vendor name
Action
Write
- OrganizationRequired
- Customer Name
Action
Search
- OrganizationRequired
- Location Name
Action
Search
- OrganizationRequired
- Vendor Name
Action
Search
- 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

- OrganizationRequired
Trigger
Instant
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- OrganizationRequired
Trigger
Instant
Try It
- OrganizationRequired
Trigger
Instant
Try It
- OrganizationRequired
Trigger
Instant
Try It
- OrganizationRequired
Trigger
Instant
Try It
- OrganizationRequired
Trigger
Instant
Try It
- OrganizationRequired
- Limit files updated to this type (optional)
Trigger
Instant
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- OrganizationRequired
Trigger
Instant
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- OrganizationRequired
Trigger
Instant
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- OrganizationRequired
Trigger
Instant
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- JavaScript CodeRequired
Action
Write
- OrganizationRequired
- Comment MessageRequired
- Target TypeRequired
- Target IdRequired
- Assignee Emails
Action
Write
- OrganizationRequired
- Customer IDRequired
- NameRequired
- Title
Action
Write
- OrganizationRequired
- Location IDRequired
- Description
- Name
- Account ID
Action
Write
- OrganizationRequired
- NameRequired
- Description
- Is To-Do
- Target Type
- Target Id
- Parent Task Id
- Start Date
- Start Time
- End Date
- Task Progress
- End Time
- Assigned Membership Ids
- Task Type Name
Action
Write
- OrganizationRequired
- Vendor IDRequired
- NameRequired
- Title
Action
Write
- Query (JSON)Required
Action
Write
- OrganizationRequired
- Job IdRequired
- Description
- Name
- Closed On
Action
Write
- OrganizationRequired
- Task IdRequired
- Task name
- Task Description
- Task Progress
- Parent Task Id
- Start Date
- Start Time
- End Date
- End Time
- Assigned Membership Ids
- Task Type Name
Action
Write
- OrganizationRequired
- File URLsRequired
- Target Type
- Target Id
- File Tag Names
- File Folder
Action
Write
- OrganizationRequired
- Job Number
- Job Name
Action
Search
- OrganizationRequired
- User Email
- User Name
Action
Search
- Select Phone NumbersRequired
Trigger
Instant
Try It
- Phone NumbersRequired
Trigger
Instant
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- Select Phone NumbersRequired
Trigger
Instant
Try It
- FromRequired
- ToRequired
- MessageRequired
- Mark conversation as done
Action
Write

About JobTread

JobTread is construction estimating & project management software that will help you keep your budget and jobs on track.

Learn more

Related categories

Project Management

About OpenPhone

OpenPhone is a new phone for business. It comes with powerful calling, messaging, and a lightweight CRM.

Learn more

Related categories

Phone & SMS

JobTread + OpenPhone

Send a message in OpenPhone for every new customer created in JobTread

Comment Created

Customer Contact Created

Customer Created

Daily Log Created

Document Created

Document Updated

File Created

Limit files uploaded to this type (optional)

Job Created

Task Created

Vendor Contact Created

Vendor Updated

Assign Access

Notify

Create Customer

Add Customer Contact

Add Location

Add Files to Customer

Create Daily Log

Notes

Notify assignees

Assignees

Create Location

Location Address

Create Vendor

Add Vendor Contact

Import Task Template

Start Date and Time

Notify

Update Customer

Customer Id

Customer Name

This customer is taxable

Update Location

Address

Name

Update Vendor

Account Id

Vendor name

Find a Customer

Customer Name

Find a Location

Location Name

Find a Vendor

Vendor Name

Incoming Call Completed

Incoming Message Received

Create or Update Contact

ID

First Name

Last Name

Company

Job Title

Phone Numbers

Email Addresses

Share With

Comment Updated

Customer Contact Updated

Customer Updated

Daily Log Updated

Document Recipient Updated

Event Created

File Updated

Limit files updated to this type (optional)

Job Updated

Task Updated

Vendor Created

Code

Create Comment

Assignee Emails

Create Customer Contact

Title

Create Job

Description

Name

Account ID

Create Task

Description