Jobber + magicplan Integrations
How to connect Jobber + magicplan
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Popular Jobber + magicplan workflows
Create magicplan projects from new Jobber requests
Create magicplan projects from new Jobber requestsGenerate magicplan projects from new quotes in Jobber
Generate magicplan projects from new quotes in Jobber
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New ClientTriggers when a client is created.Trigger- New InvoiceTriggers when an invoice is created.Trigger
- New Job CompletionTriggers when a job completion is created.Trigger
- New Quote ApprovalTriggers when a quote approval is created.Trigger
- New QuoteTriggers when a quote is created.Trigger
- New RequestTriggers when a request is created.Trigger
- Create ClientCreates a new client.Action
- Create QuoteCreates a new quote. This will create the quote for the client's first property.Action
- Jobber
Creates a new request. This will create the request for the client's first property.
Scheduled
Action
- Jobber
Finds a client. This will only return one client; if the search values match more than one client, the client with the lowest ID will be returned.
Scheduled
Action
- Jobber
Finds a client. This will only return one client; if the search values match more than one client, the client with the lowest ID will be returned.
Scheduled
Action
- magicplan
Triggers only once when files have been generated and includes a list of the files.
Instant
Trigger
- magicplan
Triggers for every file that has been generated.
Instant
Trigger
- magicplan
Create a new magicplan project assigned to a workspace member.
Scheduled
Action
- magicplan
Finds files exported on this plan.
Scheduled
Action
How Jobber + magicplan Integrations Work
- Step 1: Authenticate Jobber and magicplan.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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