Connect MiniCRM to Jobber

Both apps 39MiniCRM 24Jobber 15

• Trigger
  New Card

  Triggers when a new card is created in the selected module.

• Trigger
  New Contact

  Triggers when a new company or person contact is created in MiniCRM.

• Trigger
  Updated Card

  Triggers when a card in the selected module is created or updated, including status changes.

• Trigger
  Updated Contact

  Triggers when a company or person contact is created or updated in MiniCRM.

• Action
  Create Address

  Adds a postal address to a contact or company and returns its ID.

• Action
  Create Card

  Creates a new card in a module for a contact and returns its ID.

• Action
  Create Contact

  Creates a company or person contact in MiniCRM and returns its ID.

• Action
  Create To-Do

  Creates a to-do on a card and returns its ID.

• Action
  Find Cards

  Searches cards in a module, optionally by main contact or status, and returns the matches.

• Action
  Find Contacts

  Searches companies and contacts by name, email, phone or free text and returns the matches.

• Action
  Get Address

  Returns a postal address by its ID.

• Action
  Get Card

  Returns a card (project) with its module, contact, status and owner.

• Action
  Get Contact

  Returns a company or person contact by its MiniCRM ID.

• Action
  Get Template

  Returns a template with its name, subject and content.

• Action
  Get To-Do

  Returns a to-do with its card, assignee, status and deadline.

• Action
  List Addresses

  Lists the postal addresses of a contact or company.

• Action
  List Modules

  Lists the modules (card categories) in your MiniCRM system with their IDs.

• Action
  List Templates

  Lists the email and document templates of a module.

• Action
  List To-Dos

  Lists the to-dos on a card, optionally only open or closed ones.

• Action
  Update Address

  Updates a postal address. Only the fields you fill in are changed.

• Action
  Update Card Field

  Updates one data field on a card, such as its name, owner or a module-specific field.

• Action
  Update Card Status

  Moves a card to a new status.

• Action
  Update Contact

  Updates a company or person contact in MiniCRM. Only the fields you fill in are changed.

• Action
  Update To-Do

  Updates or closes a to-do. Only the fields you fill in are changed.

• Action
  Add invoice

  GraphQL invoice creation mutation (invoiceCreate)

• Action
  Add note to job

  GraphQL mutation jobCreateNote.

• Action
  Add Note to Request

  Adds a note to a request

• Action
  Add property

  Adds a new property (service address) to an existing Jobber client.

• Action
  Add Tags to Client

  Adds one or more tags to an existing Jobber client, keeping the tags it already has.

• Action
  Create Client

  Creates a new client.

• Action
  Create Job

  Creates a new job. This will create the job for the client's first property.

• Action
  Create Quote

  Creates a quote for a client's property in Jobber, with its line items.

• Action
  Create Request

  Creates a new request. This will create the request for the client's first property.

• Action
  Find Client

  Finds the client that aligns most closely with the search criteria.

• Action
  Find invoices

  Returns up to 50 invoices that match the specified search term and filters.

• Action
  Find quotes

  Returns up to 50 Jobber quotes that match the search text and filters.

• Action
  Find requests

  GraphQL query requests.

• Action
  Update client

  Updates an existing Jobber client by ID. Only the fields you fill in are changed.

• Action
  Update job

  Updates an existing job in Jobber: title, instructions, number, schedule, invoicing, salesperson, tax rate, job forms and custom fields. Only the fields you fill in are changed.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.