Groundwork integration with Jobber
How to Create Jobber clients from newly submitted Groundwork forms
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Create Jobber clients from newly submitted Groundwork forms" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate Groundwork integrations
Groundwork actions
Nekton can use any feature that is available in Groundwork API.
Using our advanced AI, you can easily create custom automations for Groundwork.
Here are some typical actions you can do in your automated workflows.
Create Lead
Creates a new lead
New Kickoff Form Submitted
Triggers when a lead kickoff form is completed.
New VideoLead Submitted
Triggers when a lead has submitted a project video.
About Groundwork
Groundwork is a virtual sales tool for contractors so they can stop wasting time on bad leads.