Question

How do I add a tag to a new Jobber client created by a Zap from Follow Up Boss?


The first step was easy with the AI tool in Zapier. I created a zap that when a tag is added in FUB it creates a new client in Jobber. However, I want the new client that is added to jobber to have a tag added to it as well to trigger the internal drip campaign. 

 

How do I do this?


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2 replies

Thank you, I will have to look at the Jobber API capabilities then. 

Userlevel 7
Badge +14

Hi @MudRock Capital 

For the Zap action Jobber - Create Client, there does not appear to be a field for adding Tags.

If possible, that would likely involve using the Jobber API: https://developer.getjobber.com/docs