Connect Jobber and Sage Accounting to power AI-driven automation

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Choose a Trigger

Choose an Action

Launch your first automated workflow

Start with a template that brings Jobber and Sage Accounting together. Build enterprise-grade automation in minutes.

Our most popular template

Create Sage Accounting customers from new Jobber clients
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Jobber + Sage Accounting
Create new Jobber clients from new Sage Accounting customers
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Sage Accounting + Jobber
Create new Sage Accounting customers from newly created Jobber clients
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Jobber + Sage Accounting

Create Sage Accounting customers from new Jobber clients

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Jobber + Sage Accounting

Create new Jobber clients from new Sage Accounting customers

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Sage Accounting + Jobber

Create new Sage Accounting customers from newly created Jobber clients

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Jobber + Sage Accounting

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier makes it easy to integrate Jobber with Sage Accounting - no code necessary. See how you can get setup in minutes.

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

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 "Create Contact Payment" in Sage Accounting.

You’re connected!

Zapier seamlessly connects Jobber and Sage Accounting, automating your workflow.

Supported 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.
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
New Purchase Invoice
Triggers when a new purchase invoice is created.
Trigger
Polling
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Updated Contact
Triggers when an existing contact is updated.
Trigger
Polling
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New Sales Invoice
Triggers when a new sales invoice is created.
Trigger
Polling
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New Service
Triggers when a new service is created.
Trigger
Polling
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Updated Contact Payment
Triggers when an existing contact payment is updated.
Trigger
Polling
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Updated Purchase Invoice
Triggers when an existing purchase invoice is updated.
Trigger
Polling
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Updated Sales Quote
Triggers when a sales Quote is updated.
Trigger
Polling
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Updated Stock Item
Triggers when a stock item is updated.
Trigger
Polling
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- Contact Name
  Required
- Contact Reference
  Required
- Payment Reference
  Required
- Payment Date
  Required
- Total Payment Amount
  Required
Action
Write
- Payment Reference
- Payment Date
  Required
- Total Payment Amount
  Required
Action
Write
- Business Name
  Required
- Notes
Action
Write
- Description
  Required
- Item_code
- Notes
- Active
Action
Write
Create Sales Quote
Creates a new sales Quote.
Action
Write
- Description
  Required
- Item_code
- Notes
- Active
Action
Write
- Description
- Item_code
- Notes
- Active
Action
Write
- Date
- Invoice_number_prefix
- Invoice_number
- Reference
- Notes
- Terms_and_conditions
- Sent
Action
Write
- Description
- Item_code
- Notes
- Active
Action
Write
- Business Name
  Required
- Reference
- Notes
- Credit Limit
- Credit Term Days
Action
Write
- Enter the Nominal Code or Ledger Account Diplay Name to return the Ledger Account ID
  Required
Action
Search
- Invoice Reference
  Required
Action
Search
- Product Code or Description
  Required
Action
Search
- Quote Number or Reference
  Required
Action
Search
- Name
  Required
Action
Search
- Filter by Contact Name or Reference
- Filter by Updated or Created Since the Given Date
- Filter by From Date
- Filter by To Date
- Contact Name
  Required
- Contact Reference
  Required
- Payment Reference
  Required
- Payment Date
  Required
- Total Payment Amount
  Required
Action
Search or write
- Business Name or Reference to search for the Contact GUID
  Required
- Business Name
  Required
- Reference
- Notes
- Credit Limit
- Credit Term Days
Action
Search or write
- Invoice Number or Reference
  Required
- Date
  Required
- Invoice_number_prefix
- Reference
- Notes
- Terms_and_conditions
- Sent
Action
Search or write
- Service Code or Description
  Required
- Description
  Required
- Item_code
- Notes
- Active
Action
Search or write
- Business Name or Reference to search for the Contact GUID
  Required
- Business Name
  Required
- Reference
- Notes
- Credit Limit
- Credit Term Days
Action
Search or 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
New Contact Payment
Triggers when a new contact payment is created.
Trigger
Polling
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New Customer
Triggers when a new customer is created.
Trigger
Polling
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New Product
Triggers when a new product is created.
Trigger
Polling
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New Sales Quote
Triggers when a new sales Quote is created.
Trigger
Polling
Try It
New Stock Item
Triggers when a new stock item is created.
Trigger
Polling
Try It
Updated Product
Triggers when a product is updated.
Trigger
Polling
Try It
Updated Sales Invoice
Triggers when a sales invoice is updated.
Trigger
Polling
Try It
Updated Service
Triggers when a service is updated.
Trigger
Polling
Try It
New Customer
Triggers when a new customer is created.
Trigger
Polling
Try It
- Payment Reference
  Required
- Payment Date
  Required
- Total Payment Amount
  Required
Action
Write
Create Purchase Invoice
Creates a new purchase invoice.
Action
Write
- Business Name
  Required
- Reference
- Notes
- Credit Limit
- Credit Term Days
Action
Write
- Date
  Required
- Invoice_number_prefix
- Invoice_number
- Reference
- Notes
- Terms_and_conditions
- Sent
Action
Write
- Description
  Required
- Item_code
- Notes
- Active
Action
Write
- Contact Name
  Required
- Contact Reference
  Required
- Payment Reference
  Required
- Payment Date
  Required
- Total Payment Amount
  Required
Action
Write
Update Purchase Invoice
Triggers when an existing purchase invoice is updated.
Action
Write
- Date
- Quote_number_prefix
- Quote_number
- Reference
- Notes
- Terms_and_conditions
- Sent
Action
Write
- Description
- Item_code
- Notes
- Active
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Filter by Contact Name or Reference
- Filter by Updated or Created Since the Given Date
- Filter by From Date
- Filter by To Date
Action
Search
- Business Name or Reference to search for the Contact GUID
  Required
Action
Search
- Invoice Number or Reference
  Required
Action
Search
- Service Code or Description
  Required
Action
Search
- Business Name or Reference to search for the Contact GUID
  Required
Action
Search
- Invoice Reference
  Required
Action
Search or write
- Product Code or Description
  Required
- Description
  Required
- Item_code
- Notes
- Active
Action
Search or write
- Quote Number or Reference
  Required
Action
Search or write
- Name
  Required
- Description
  Required
- Item_code
- Notes
- Active
Action
Search or write

For AI agents & developers

Use Jobber and Sage Accounting with AI agents and code

Beyond Zap workflows. Call Jobber and Sage Accounting actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.

No code

Connect via Zapier MCP

Expose Jobber and Sage Accounting actions as tools in any MCP client. Authenticate once, then call them in natural language.

Example actions on this page

Create Client
Create Contact Payment

Works with

Claude · ChatGPT · Cursor · any MCP-compatible client

Connect Zapier MCP

Typescript

Call from code with the Zapier SDK

Trigger Jobber and Sage Accounting actions from backend services, scripts, or agent code.

Install

# TypeScript / Node
npm install @zapier/zapier-sdk

Run an action

import { createZapierSdk } from '@zapier/zapier-sdk';

const zapier = createZapierSdk();
await zapier.runAction({ /* jobber / sage-accounting action */ });

Run the SDK docs

There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

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G2 Badge - Leader Mid-Market - Winter 2024

93%

Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Practical ways you can use Jobber and Sage Accounting

Create clients in Jobber from new Sage customers.

When a new customer is added in Sage Accounting, Zapier can create a client profile in Jobber. Business owners can use this workflow to eliminate duplicate entry, reducing administrative overhead and ensuring that operational and client records stay consistent between platforms.

Business Owner

Try it

Sync new Jobber jobs with Sage Accounting.

When a new job is created in Jobber, Zapier can automatically create a corresponding project or invoice in Sage Accounting. This helps project managers track and manage project-related financials without manual data entry, ensuring accurate and up-to-date bookkeeping related to project execution.

Project Management

Try it

Learn how to automate Jobber on the Zapier blog

Make work flow with AI

Level up your Jobber to Sage Accounting integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

Frequently Asked Questions about Jobber + Sage Accounting integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Jobber and Sage Accounting

How do I connect Jobber to Sage Accounting?

You can connect Jobber to Sage Accounting through our platform by setting up a new integration. First, ensure that you have accounts on both Jobber and Sage Accounting. Then, use our interface to authorize access and link the two accounts securely.

What triggers and actions can I set up between Jobber and Sage Accounting?

When integrating Jobber with Sage Accounting, you can establish triggers such as 'New Invoice in Jobber' and automate actions like 'Create Invoice in Sage Accounting.' This seamless setup helps you keep your data synchronized across both platforms.

Do I need any coding skills to integrate Jobber with Sage Accounting?

No coding skills are necessary. Our user-friendly interface allows you to set up the integration between Jobber and Sage Accounting using simple steps without any need for programming knowledge.

How often does the data sync between Jobber and Sage Accounting?

The data between Jobber and Sage Accounting syncs in real-time based on the triggers and actions you've set up. For example, if a new job is created in Jobber, it will automatically reflect in your Sage Accounting according to your configurations.

Can I customize which data gets transferred from Jobber to Sage Accounting?

Yes, you have the flexibility to customize which data points are transferred from Jobber to Sage Accounting. This can be configured by setting specific triggers for desired actions matching your business needs.

What happens if there is an error during the data transfer?

In case of an error during data transfer between Jobber and Sage Accounting, our system will alert you immediately. You can view error details in your dashboard and reconfigure settings if needed before attempting another sync.

Is it possible to disconnect the integration once it's been set up?

Yes, you can easily disconnect the integration between Jobber and Sage Accounting anytime through our settings page. This action will stop any automated processes that were previously established.

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 Sage Accounting

Award winning accounting from the leader in financial accounting software. Manage invoicing, cash flow, tax, payments and more from any device through the cloud.

HelpHelp

Related categories

Accounting

Connect Jobber and Sage Accounting to power AI-driven automation

Launch your first automated workflow

Create Sage Accounting customers from new Jobber clients

Create new Jobber clients from new Sage Accounting customers

Create new Sage Accounting customers from newly created Jobber clients

Create Sage Accounting customers from new Jobber clients

Create new Jobber clients from new Sage Accounting customers

Create new Sage Accounting customers from newly created Jobber clients

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Choose a trigger

Add your action

You’re connected!

Supported triggers and actions

Use Jobber and Sage Accounting with AI agents and code

Connect via Zapier MCP

Call from code with the Zapier SDK

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Practical ways you can use Jobber and Sage Accounting

Create clients in Jobber from new Sage customers.

Sync new Jobber jobs with Sage Accounting.

Learn how to automate Jobber on the Zapier blog

5 ways to automate Jobber with Zapier

Make work flow with AI

Frequently Asked Questions about Jobber + Sage Accounting integrations

Connect Jobber to Sage Accounting on the world's largest no-code automation platform