Any.do Workspace + Jobber

Create workspace tasks in Any.do Workspace for new quote approvals in Jobber

When a new quote gets approved in Jobber, streamline your process by creating a corresponding task in your Any.do Workspace. This automation keeps your workspace updated, allowing you to manage all your tasks in one place. Simplify your business workflow, stay organized, and ultimately, save time by utilizing this streamlined process.

When this happens...
New Quote Approval
Triggers when a quote approval is created.
TriggerInstant
automatically do this!
Create Workspace Task
Adds a task to a board in your Any.do Workspace.
ActionWrite

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Supported triggers and actions

What does this mean?

New Client
Triggers when a client is created.
Trigger
Instant
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New Job Completion
Triggers when a job completion is created.
Trigger
Instant
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New Quote
Triggers when a quote is created.
Trigger
Instant
Try It
- First Name
- Last Name
- Company Name
- Email Address
- Phone Number
- Street 1
- Street 2
- City
- State/Province
- Country
- Zip/Postal Code
Action
Write
- ClientRequired
Action
Write

- Client Name or Company Name
- Email Address
- First Name
- Last Name
- Company Name
- Email Address
- Phone Number
- Street 1
- Street 2
- City
- State/Province
- Country
- Zip/Postal Code
Action
Search or write
- WorkspaceRequired
- Task ID
Trigger
Instant
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- WorkspaceRequired
Trigger
Instant
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- WorkspaceRequired
Trigger
Instant
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- WorkspaceRequired
Trigger
Instant
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Comment You Were Mentioned In
Triggers when you are mentioned in a comment on a task in Any.do Workspace.
Trigger
Instant
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- WorkspaceRequired
Trigger
Instant
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- Card IDRequired
- WorkspaceRequired
Action
Write
- Card IDRequired
- WorkspaceRequired
Action
Write
- TitleRequired
- WorkspaceRequired
- Due Date
- Note
Action
Write
- Card IDRequired
- WorkspaceRequired
Action
Write
- Card IDRequired
Action
Write

New Invoice
Triggers when an invoice is created.
Trigger
Instant
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New Quote Approval
Triggers when a quote approval is created.
Trigger
Instant
Try It
New Request
Triggers when a request is created.
Trigger
Instant
Try It
- ClientRequired
- Add another line item?
Action
Write
- Client Name or Company Name
- Email Address
Action
Search
- WorkspaceRequired
- WorkspaceRequired
Trigger
Instant
Try It
- WorkspaceRequired
Trigger
Instant
Try It
- WorkspaceRequired
Trigger
Scheduled
Try It
- WorkspaceRequired
Trigger
Instant
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- WorkspaceRequired
Trigger
Instant
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- WorkspacesRequired
Trigger
Instant
Try It
- Alerts Only
Trigger
Instant
Try It
- Card IDRequired
Action
Write
- TitleRequired
- WorkspaceRequired
- Make this board private?
Action
Write
- Card IDRequired
- Comment TextRequired
Action
Write
- Card IDRequired
- Workspace
Action
Write

About Any.do Workspace

Any.do is a productivity app to help you organize your tasks, to-do lists, and schedule in one place as well as collaborate with your team.

Learn more

Related categories

Project Management

About Jobber

Jobber is the command centre for home service businesses. Our easy-to-use app powers sales, operations, and customer service—all in one place.

Learn more

Related categories

Scheduling & Booking

PRODUCTS

CAPABILITIES

By team

Any.do Workspace + Jobber

Create workspace tasks in Any.do Workspace for new quote approvals in Jobber

New Client

New Job Completion

New Quote

Create Client

First Name

Last Name

Company Name

Email Address

Phone Number

Street 1

Street 2

City

State/Province

Country

Zip/Postal Code

Create Request

Find or Create Client

Client Name or Company Name

Email Address

First Name

Last Name

Company Name

Email Address

Phone Number

Street 1

Street 2

City

State/Province

Country

Zip/Postal Code

Task Activity

WorkspaceRequired

Task ID

File Attachment Added to Workspace Task

WorkspaceRequired

Task Moved Between Sections

WorkspaceRequired

Workspace Task Assignee Removed

WorkspaceRequired

Comment You Were Mentioned In

New Workspace Task

WorkspaceRequired

Add Tags to Task

Card IDRequired

WorkspaceRequired

Assign Task

Card IDRequired

WorkspaceRequired

Create Workspace Task

TitleRequired

WorkspaceRequired

Due Date

Note

Move Task

Card IDRequired

WorkspaceRequired

Un-Assign Task

Card IDRequired

New Invoice

New Quote Approval

New Request

Create Quote

ClientRequired

Add another line item?

Find Client

Client Name or Company Name

Email Address

Board Activity

WorkspaceRequired

WorkspaceRequired

Workspace Task Archived

WorkspaceRequired

Workspace Task Due

WorkspaceRequired

Workspace Task Assigned