Any.do Workspace + Jobber

Any.do Workspace + Jobber integrations

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...
Quote ApprovedTriggers when a quote is approved
TriggerInstant
automatically do this!
Create Workspace TaskAdds a task to a board in your Any.do Workspace.
ActionWrite

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More things you can do with Jobber and Any.do Workspace

Discover other triggers and actions you can use with Jobber and Any.do Workspace

New Client Created
Triggers when a client is created.
Trigger
Instant
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New Invoice Created
Triggers when an invoice is created.
Trigger
Instant
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Job Closed
Triggers when a job is closed
Trigger
Instant
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Job Updated
Triggers when a job is updated
Trigger
Instant
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New Quote Created
Triggers when a quote is created.
Trigger
Instant
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New Request Created
Triggers when a request is created.
Trigger
Instant
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- Client ID
  Required
- Tags to Add
  Required
Action
Write

- Client
  Required
- Title
- Number of line items
  Required
Action
Write
- Client
  Required
- Title
Action
Write
- Client Search Term (eg. name, email, or company name)
- 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
- Workspace
  Required
- Task ID
Trigger
Instant
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- Workspace
  Required
Trigger
Instant
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- Workspace
  Required
Trigger
Instant
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- Workspace
  Required
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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- Workspace
  Required
Trigger
Instant
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- Card ID
  Required
- Workspace
  Required
Action
Write
- Card ID
  Required
- Workspace
  Required
Action
Write
- Title
  Required
- Workspace
  Required
- Due Date
- Note
Action
Write
- Card ID
  Required
- Workspace
  Required
Action
Write
- Card ID
  Required
Action
Write

Client Updated
Triggers when a client is updated
Trigger
Instant
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Invoice Updated
Triggers when a invoice is updated
Trigger
Instant
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New Job Created
Triggers when a job is created.
Trigger
Instant
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Quote Approved
Triggers when a quote is approved
Trigger
Instant
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Quote Sent
Triggers when a quote is sent
Trigger
Instant
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- First Name
- Last Name
- Company Name
- Email Address
- Phone Number
- Street 1
- Street 2
- City
- State/Province
- Country
- Zip/Postal Code
Action
Write
- Client
  Required
- Title
- Instructions
- Start Date (yyyy-mm-dd)
- Create_visits
  Required
- Start Time (HH:mm:ss)
- End Time (HH:mm:ss)
- Invoicing_schedule
  Required
- Number of line items
  Required
Action
Write
- Request ID
  Required
- Message
  Required
Action
Write
- Client Search Term (eg. name, email, or company name)
Action
Search
- Workspace
  Required
- Workspace
  Required
Trigger
Instant
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- Workspace
  Required
Trigger
Instant
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- Workspace
  Required
Trigger
Polling
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- Workspace
  Required
Trigger
Instant
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- Workspace
  Required
Trigger
Instant
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- Workspaces
  Required
Trigger
Instant
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- Alerts Only
Trigger
Instant
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- Card ID
  Required
Action
Write
- Title
  Required
- Workspace
  Required
- Make this board private?
Action
Write
- Card ID
  Required
- Comment Text
  Required
Action
Write
- Card ID
  Required
- 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 moreLearn moreHelpHelp

Related categories

Project Management

About Jobber

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

Learn moreLearn moreHelpHelp

Related categories

Scheduling & Booking