What you can automate

When booking Form Submitted in DripJobs, create meeting, then create call in Salesflare.

When card Label Changed in DripJobs, create task in Salesflare.

When deal Stage Changed in DripJobs, create opportunity in Salesflare.

When new Lead Created in DripJobs, find or create contact in Salesflare.

When new Invoice Created in DripJobs, create opportunity, then find or create contact in Salesflare.

When new Payment Received in DripJobs, create opportunity, then find or create contact in Salesflare.

About DripJobs

DripJobs is a Customer Resource Management system designed to help funnel Leads through a strategic process to gain more Jobs and increase revenue.

DripJobs operations on Zapier

Start a workflow when this happens

Booking Form Submitted — Triggers when a new Appointment request is submitted in dripjobs.
Card Label Changed — Triggers when a card label is changed
Custom Event Scheduled — Triggers when a custom event is scheduled in dripjobs.
Deal Stage Changed — Triggers when a deal or job card moves to a new stage.
Incoming Text Message — Triggers when a new inbound text message is received.

Show 11 more triggers

Job Costing Completed — Triggers when a job costing is marked complete.
New Invoice Created — Triggers when a new invoice is created in DripJobs.
New Lead Created — Triggers when a new lead is created in dripjobs.
New Payment Received — Triggers when a payment is manually recorded on an invoice in DripJobs, including partial payments and deposits.
On-Site Estimate Scheduled — Triggers when an on-site estimate scheduled appointment is created in dripjobs.
Project Completed — Triggers when a project is marked completed in dripjobs.
Project Stage Changed — Triggers when a project stage is changed in dripjobs
Proposal Accepted — Triggers when a proposal is marked accepted in dripjobs.
Proposal Rejected — Triggers when a proposal is rejected by a customer or manually marked rejected by your team. Includes proposal, deal, and contact IDs plus the rejection reason.
Proposal Viewed — Triggers when a proposal is viewed by customer
Task Created — Triggers when a new Task is created in DripJobs

Things Salesflare can make it do

Create Appointment Request & Deal — Creates a Contact, Appointment Request, and a Deal in the Sales Pipeline "Estimate Requested" Stage
Create Lead — Creates a new Lead
Create On-Site Estimate & Deal — Creates a Contact, Estimate Appointment, and a related Deal in the Sales Pipeline in the Estimate Scheduled Deal Stage
Move Deal or Job — Moves a Deal or Job to a new stage
Send Chat Message — Sends a Text Message Through DripJobs Chat Feature

Show 1 more actions

Update Appointment — Updates The Upcoming Appointment Date & Time For The Contact

Look up existing records

Find Most Recent Deal or Job — Finds the most recent deal or job for a customer by their email or phone number. Choose whether to return their latest deal or latest job, and we'll send back the newest active one.

DripJobs and Salesflare