JobTread Integration

Part 1: Connect JobTread to SendJim

Step 1: Open the Third Party Integrations tab inside SendJim

1. Inside SendJim, navigate to "Company Profile" on the left menu
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2. Click on the "Third Party Integrations" tab at the top
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3. Select "JobTread" from the Available Apps section
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Step 2: Add a Webhook in JobTread

1. In JobTread, go to Settings in the sidebar.
2. Click the Integrations tab at the top.
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3. Scroll down and click JobTread API.
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4. Navigate to the Webhooks section and click Add Webhook.
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5. Copy the Webhook URL from your SendJim integration setup screen, paste it into the URL field in JobTread, leave all defaults as-is, scroll down to the bottom of the page, and click "Create Webhook."
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Step 3: Create a Grant (API Token) in JobTread

1. Still in JobTread settings, click the Grants tab.
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2. Click Create Grant, enter a name for it like "SendJim Integration", and click Create.
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3. Copy the token that appears and paste it into the Grant Token field back in your SendJim integration settings.
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4. Click Connect in the bottom right in SendJim. You are now connected!
   
   

Step 4: Set the job pipeline stage field (optional)

1. After connecting to JobTread, you will see a field called "Job Pipeline Stage Field". This tells SendJim which custom field in JobTread holds your job's status and stage values.
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2. In most cases this is auto-populated. If it is incorrect, update it to match the custom field name used in your JobTread settings and click "Save".

Step 5: Set your Auto-Replenish and Max Spending Limits (Mandatory)

1. Inside SendJim, select "Billing & Membership" at the top of the page
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2. On the right side of the page, find the "Auto-replenish & CRM Max Spending Settings" area, click the checkbox to "Enable Auto-Replenish," and select a credit amount
   1. This is the amount of credits SendJim will automatically purchase on your behalf if you run out of credits to send out your mailing
3. Set your Maximum Monthly Spending Limit
   1. This is the number of credits JobTread can spend on your behalf during the calendar month.
      1. Once this limit is reached, you will receive an email from SendJim letting you know. Any mailings triggered during this time will be set to a "Pending" status for 7 days before they are cancelled. If you raise your spending limit before the 7 days is up, any pending mailings will automatically process the following day.
4. Click "Save"
   

Part 2: Adding JobTread Triggers to a Campaign Automation

1. On the JobTread Integration section, click "Add Automation" 
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2. Create your Automation:
   
   1. Select your "Activity Type" from the Drop-down
      1. Customer Created - Fires when a new customer record is added.
      2. Job Updated - Fires when a job moves to a specific pipeline stage.
         1. You'll be asked to select the JobTread "Pipeline Stage" you want to trigger the automation
   2. Select your "Job Value"
   3. Select your "Recipient"
      1. Customer: Enrolls your client into the campaign
      2. Neighbor: Enrolls your client's neighbors into the campaign
         1. You'll be prompted to type in how many neighbors you want to mail to. 5 is the most common. 
   4. Select your "Max Send Frequency"
   5. Select your Template or Multi-Touch campaign
      
3. Click "Save"
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Available trigger events

• Job Created   —   Fires when any new job is added in JobTread.

• Customer Created   —   Fires when a new customer record is added.

• Job Stage Changed   —   Fires when a job moves to a specific pipeline stage.

• Last Job Completed   —   Fires when a contact's final active job is marked complete.

Have Questions? Open a Chat Below or Send us an Email at Support@SendJim.com to Connect with Our Team