The caller becomes a Jobber request with the client already attached
Jobber is reached by webhook and Zap. GreetKeeper posts the call, a Catch Hook on a paid Zapier plan receives it, and Jobber's own Zapier app writes the request. It is slower than writing straight into a calendar.
Caller
“The kitchen tap has been dripping all week and now it's worse. I'm out at work till six most days. Can someone come Saturday?”
What happened next
- Client details and the property address captured on the call
- Zap fired to create the client and the request in Jobber
- Saturday preference written into the request so your scheduler sees it
How GreetKeeper connects to Jobber
Three states, and we publish the one that is true rather than the one that reads best.
| Tool | How it connects | What that means |
|---|---|---|
| Jobber | Through Zapier |
What Jobber does with this
Jobber runs the office side of small and mid-size trade businesses. Clients, requests, quotes, jobs, invoices and the scheduling calendar all sit in one place.
Requests are the important object here. A request is an inquiry that has not been scheduled yet, which is exactly the right shape for a call taken at 6:40 on a Friday.
Jobber's Zapier app can create a client and can create a request. That pairing is what makes this work: the request arrives with a real client record behind it rather than as a loose note.
Where the booking lands
In Jobber's requests list, with a client record attached to it.
GreetKeeper captures the caller first. Name, phone, the property address and the problem in their own words go into your call log the moment the call ends.
Zapier catches our webhook, then creates or matches the client in Jobber and creates the request against them. The caller's preferred days go into the request details, so your scheduler is not guessing when to offer.
Someone on your team converts the request into a job. They pick the window, the crew and the duration, which is the part a phone call cannot decide for you. What you have gained is a Saturday inquiry that did not vanish.
Connecting it
One hook, two Jobber steps, and one decision about duplicate clients.
Decide how repeat callers are matched
Jobber will happily hold two clients with the same phone number. Decide up front whether the Zap searches for an existing client first, or always creates a new one and your office merges later.
Connect Jobber to Zapier as an admin
Jobber includes its Zapier integration on the Connect and Grow plans only, so check your plan first. The connection also needs an account with permission to create clients and requests. A limited user account will authenticate and then fail on the write, which is a confusing failure to debug.
Build the Zap: client first, then request
Begin with Webhooks by Zapier and choose Catch Hook, then give GreetKeeper the hook address to post to. Add a Jobber client step, then a request step that references the client from the first one. Map the property address into the client's address, not only into the notes.
Ring in as a customer and check the requests list
Place a real call describing a real job. Open Jobber's requests view. If the address is blank or the client is duplicated, fix the mapping now rather than after a busy weekend.
What this connection does not do
Questions about Jobber and GreetKeeper
Does the request show on my Jobber schedule?
Not until someone converts it. Requests sit in their own list until your team assigns a crew and a time. That conversion is a couple of clicks and keeps control of the calendar with a person.
Can GreetKeeper tell the caller a price?
It says whatever you trained it to say. Many trades give a call-out fee and nothing more, then let the tech quote on site. Nothing about the price conversation is written into Jobber.
What if Jobber is down when the call comes in?
The Zap fails and Zapier records the error. The call itself, with the transcript, the summary and the caller's number, is still in GreetKeeper. You can create the request by hand and nothing about the inquiry is lost.
Which Zapier plan does this need?
A paid one. Catching a webhook is a premium feature in Zapier, and that is how GreetKeeper's call gets in, because we don't have a Zapier app yet. Jobber's side has its own plan rule, covered in the setup steps.
Watch a Friday call become a Jobber request
Two minutes, no card, your own scenario.