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Set up your first integration
Quickly connect Jobber to Slack with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Jobber with Slack - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Client Created" from Jobber.
Add your action
An action happens after the trigger—such as "Add Reminder" in Slack.
You’re connected!
Zapier seamlessly connects Jobber and Slack, automating your workflow.
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Frequently Asked Questions about Jobber + Slack integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Jobber and Slack
How do I integrate Jobber with Slack?
To integrate Jobber with Slack, you can use our platform to create 'Zaps' that automate workflows between the two apps. You'll start by selecting Jobber as the trigger app and then choose a trigger event, such as 'New Client' or 'New Quote.' Then, select Slack as the action app to define what should happen in Slack when the trigger event occurs.
What triggers can be used from Jobber in this integration?
You can use several triggers from Jobber, including 'New Client,' 'Updated Appointment,' and 'New Quote.' These triggers initiate an action in Slack when specific events happen in Jobber.
What actions can be performed in Slack through this integration?
Through this integration, you can perform various actions in Slack such as sending channel messages, sending direct messages to team members, or creating a new channel when particular events occur in Jobber.
Is it possible to customize messages sent to Slack?
Yes, it's possible to customize the content of messages that are sent to Slack. During the setup of your Zap, you have the option to include dynamic data from Jobber along with your text, allowing for personalized notifications and alerts.
Do I need any special permissions or accounts to set up this integration?
Yes, you'll need access permissions for both your Jobber and Slack accounts. This typically means having administrative rights or access given by an administrator to connect these services through our platform successfully.
Can I test my Zap before activating it?
Absolutely! We provide testing tools that allow you to run your Zap and make sure everything works correctly before you set it live. This ensures that your workflows function as expected without interrupting actual business operations.
Are there limitations on how many Zaps I can create between Jobber and Slack?
The number of Zaps you can create is determined by your subscription plan with us. Different plans offer varying limits on active Zaps, so check your subscription details for specifics.
Practical ways you can use Jobber and Slack
Send Slack alerts for new Jobber invoices
Stay updated on your cash flow and client payments. Whenever a new invoice is created in Jobber, Zapier will automatically send an alert to a specified Slack channel, ensuring that you or your team never miss crucial financial updates and can take action promptly.
Business OwnerNotify marketing team of new Jobber requests in Slack
Keep your marketing team informed about outreach opportunities. When a new client request is created in Jobber, Zapier will send a notification to a chosen Slack channel. This helps ensure the team can act quickly, especially for time-sensitive or high-value leads.
Marketing & Marketing OpsShare job updates from Jobber to Slack
Streamline team collaboration by keeping everyone informed of project changes. When a job in Jobber is updated, Zapier will notify a Slack channel so project stakeholders stay aligned without needing to manually check Jobber or send emails.
Project ManagementSupported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- New Client Created
Triggers when a client is created.
Try ItTriggerInstant - New Invoice Created
Triggers when an invoice is created.
Try ItTriggerInstant - Job Closed
Triggers when a job is closed
Try ItTriggerInstant - Job Updated
Triggers when a job is updated
Try ItTriggerInstant
- Client Updated
Triggers when a client is updated
Try ItTriggerInstant - Invoice Updated
Triggers when a invoice is updated
Try ItTriggerInstant - New Job Created
Triggers when a job is created.
Try ItTriggerInstant - Quote Approved
Triggers when a quote is approved
Try ItTriggerInstant
