Jobber + pulseM

Jobber + pulseM integrations

Send pulsechecks in pulseM for new invoices in Jobber

Stay on top of your finances by seamlessly connecting Jobber and pulseM. With this workflow, whenever a new invoice is created in Jobber, it instantly sends a pulseCheck in pulseM. It's a straightforward way to monitor and manage your invoicing system, saving you time and making your accounting process efficient. This automatic connection helps keep your business financials on track without any manual intervention.

When this happens...
New Invoice CreatedTriggers when an invoice is created.
TriggerInstant
automatically do this!
Send pulseCheckSend a pulseM pulseCheck to your customer.
ActionWrite

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More things you can do with Jobber and pulseM

Discover other triggers and actions you can use with Jobber and pulseM

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
- Customer Phone
- Customer Email
- Customer Name
- Customer Address
- Technician
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
- Customer Phone
- Customer Email
- Customer Name
- Customer Address
- Technician
Action
Write
- Customer Phone
- Customer Email
- Customer Name
- Customer Address
- Technician
Action
Write

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

About pulseM

PulseM is a customer engagement tool for the home services market which helps you to stay connected with your customers.

HelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Forms

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Related Zap Templates

Send pulsechecks in pulseM when new job completions happen in Jobber

Related Zap Templates

Send pulsechecks in pulseM when new job completions happen in Jobber