Automate Conversations in Jobber with Usecase Automation

Automation and Activity Log

1. In the sidebar, click on Requests under the Clients section.

2. In the navigation bar, click on Automation Use Case.

   

3. Select the checkbox next to Jobber Events in the My Automations tab.

   

4. Click on the Create button in the navigation bar.

   

5. Select Client from the drop-down menu.

   

6. In the New Client form:

   • Click the drop-down to select a title.
   • Enter the first name.
   • Enter the last name.
   • Input the phone number in the Communications section.
   • Toggle the switch to enable receiving messages.
   • Click the Save Client button to save the details.
   

7. Navigate to the Integrations section in the sidebar.

   

8. Click on the Activity Log tab in the Integration section.

   

9. Expand the CRM-Connected event in the Activity Log.

   

10. View the details of the CRM-Connected event.

    

11. Click the Refresh button in the Activity Log section.

    

12. Select the Client-Underscore Create event in the Activity Log.

13. In the navigation bar, click on Automation Use Case.

14. Click the Back button to return to the previous page.

15. Open the menu by clicking the hamburger icon in the navigation bar.

16. Select the Jobber template from the list in the Activity Log tab.

17. In the navigation bar, click on Conversation History.

    

18. In the tabbed menu, select Incoming Messages & Outgoing messages.