Task Automation— Powered by Zapier
Save time when you move info automatically between Jobber and 1,500+ web apps— powered by Zapier.
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The future is now! Zapier lets you connect Jobber to 1,500+ other web services. Automated connections called Zaps, set up in minutes with no coding, can automate your day-to-day tasks and build workflows between apps that otherwise wouldn't be possible.
Each Zap has one app as the Trigger, where your information comes from and which causes one or more Actions in other apps, where your data gets sent automatically.
How does Zapier Work with Jobber?
We've done some of the heavy lifting here and have created 5 unique zaps for Jobber to help get your information where you need it.
Notification Based Triggers
These will notify your Zap when a new client, quote, or invoice is created in Jobber (trigger). It will pass that information to another application that you choose (action).
Client Created - Example: Automatically email a new client or create opportunities in a lead management tool
Quote Created - Example: Send details about a new quote into a lead management tool
Invoice Created - Example: Automatically add a new row to a Google Sheet with invoice details
These allow you to create a client or quote in your Jobber account (action) based on a trigger from one of your applications.
Create Client - Example: Create a client in Jobber after qualifying them in your lead generation system.
Create Quote - Example: Create a quote for a client
How do I Connect Jobber to Zapier?
- Log in to your Zapier account, or create a new account.
- From the Home page, Navigate to "My Apps" from the top menu bar.
- Now click on "Connect new account" and search for Jobber.
- Use your credentials to connect Jobber to Zapier.
- Once that's done you can start creating an automation! Use a pre-made Zap or create your own with the Zap Editor. Creating a Zap requires no coding knowledge and you'll be walked step-by-step through the setup.
- Need inspiration? See everything that's possible with Jobber and Zapier! Explore ideas.
Note: There are limits on the number of zaps you can set up based on your Zapier pricing plan. Zapier's Free plan starts with 5 zaps, but plans range up to 125 zaps on their Professional Plus plan.
How to Make a Zap
Zaps are broken down into steps. Normally, there are just two: one trigger and one action. You can build more complicated zaps if you have an upgraded account with Zapier, but we’ll focus on just a two step zap here and walk you through an example of a zap that you could create.
First, you pick what trigger you want. In this case, let’s pretend we want to build a client spreadsheet in Google for client’s that we’ve sent quotes. So in this case, Jobber is our step 1 program and the trigger we’ll choose is New Quote.
We let Zapier find some test data and once you see the green checkmark, you know you’re ready for step 2.
Here we’re going to pick our Action. So since we want to build a spreadsheet automatically, let’s choose Google Sheets and the Create Spreadsheet Row option.
Next you will have to pick a spreadsheet you have saved in Google Sheets so that you can map your columns to the data from Jobber. In this example, our spreadsheet has information about the client’s name, the quote, and some additional notes.
This is what it looks like in Google Sheets…
And this is what it looks like in Zapier…
Now, when we select a field in Zapier, we will get data from the quotes in Jobber. When we ran our ‘test’ earlier, Zapier will get example quote data, and now you can pass that into the spreadsheet here. As you fill out the dropdowns, match the data from Jobber to the columns in your spreadsheet as you see fit. Here is a list of all the possible variables you can use to populate each heading in your spreadsheet.
Test your zap with Zapier to make sure it works, and you should get this message!
In your spreadsheet you should now have a new row, without having to have added anything manually.
Now if our client follows up with us, we could record a note, or we could assign a member of our team to be the sales person for this quote and then share the google sheet with them.
So long as your zap is turned on, all new quotes will be added to your spreadsheet automatically.
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