Jobber and Zapier connect to automate your home service business. You can trigger actions when new clients or invoices are created and create new clients, jobs, or quotes.
Prerequisites
To use the Jobber app on Zapier, you must have:
- An active Jobber account on a plan that includes Zapier integration (available on Connect, Grow, and Plus plans).
Connect Jobber to Zapier
To create an app connection to Jobber on Zapier:
- Go to the Apps page.
- Click + Add connection.
- A new dialog box will appear. Search for and select Jobber.
- Click Add connection.
- A new browser tab or window will open.
- Log into Jobber to authenticate.
- Grant Zapier permission to access your account if prompted to.
Your Jobber account is now successfully connected to Zapier.
About Jobber's app
Triggers, searches, and actions
Triggers
- New Client Created - Triggers when a client is created. (Instant)
- New Invoice Created - Triggers when an invoice is created. (Instant)
- Job Closed - Triggers when a job is closed. (Instant)
- Job Updated - Triggers when a job is updated. (Instant)
- New Quote Created - Triggers when a quote is created. (Instant)
- New Request Created - Triggers when a request is created. (Instant)
- Client Updated - Triggers when a client is updated. (Instant)
- Invoice Updated - Triggers when a invoice is updated. (Instant)
- New Job Created - Triggers when a job is created. (Instant)
- Quote Approved - Triggers when a quote is approved. (Instant)
- Quote Sent - Triggers when a quote is sent. (Instant)
Searches
- Find or Create Client - Finds the client that aligns most closely with the search criteria.
- Find Client - Finds the client that aligns most closely with the search criteria.
Actions
- Add Tags to Client - Adds tags to a client
- Create Quote - Creates a new quote. This will create the quote for the client's first property.
- Create Request - Creates a new request. This will create the request for the client's first property.
- Create Client - Creates a new client.
- Create Job - Creates a new job. This will create the job for the client's first property.
- Add Note to Request - Adds a note to a request
Limitations
- API rate limits apply: 2500 requests per 5 minutes per app/account combination, which may cause throttling.
- Create Request, Create Quote, and Create Job actions always use the first property created for the client when the client has multiple properties.
- If the team member who connected Jobber and Zapier is deactivated in Jobber, the Zapier connection will be disconnected and need to be re-connected.
Templates
View all of Jobber's templates.