Jobber + Sage Accounting

Jobber + Sage Accounting integrations

Create new Sage Accounting customers from newly created Jobber clients

Create a streamlined business process by linking your Jobber and Sage Accounting applications. This automation starts when you add a new client in Jobber, prompting the system to immediately generate a new customer in your Sage Accounting software. This workflow saves you manual data entry time, ensures timely and accurate customer records, and allows for better financial management.

When this happens...
New Client CreatedTriggers when a client is created.
TriggerInstant
automatically do this!
Create CustomerCreates a new customer.
ActionWrite

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

More things you can do with Jobber and Sage Accounting

Discover other triggers and actions you can use with Jobber and Sage Accounting

New Client Created
Triggers when a client is created.
Trigger
Instant
Try It
New Invoice Created
Triggers when an invoice is created.
Trigger
Instant
Try It
Job Closed
Triggers when a job is closed
Trigger
Instant
Try It
Job Updated
Triggers when a job is updated
Trigger
Instant
Try It
New Quote Created
Triggers when a quote is created.
Trigger
Instant
Try It

New Request Created
Triggers when a request is created.
Trigger
Instant
Try It
- 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
Try It
Updated Contact
Triggers when an existing contact is updated.
Trigger
Polling
Try It
New Sales Invoice
Triggers when a new sales invoice is created.
Trigger
Polling
Try It
New Service
Triggers when a new service is created.
Trigger
Polling
Try It
Updated Contact Payment
Triggers when an existing contact payment is updated.
Trigger
Polling
Try It
Updated Purchase Invoice
Triggers when an existing purchase invoice is updated.
Trigger
Polling
Try It
Updated Sales Quote
Triggers when a sales Quote is updated.
Trigger
Polling
Try It
Updated Stock Item
Triggers when a stock item is updated.
Trigger
Polling
Try It
- 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
Try It
Invoice Updated
Triggers when a invoice is updated
Trigger
Instant
Try It
New Job Created
Triggers when a job is created.
Trigger
Instant
Try It
Quote Approved
Triggers when a quote is approved
Trigger
Instant
Try It
Quote Sent
Triggers when a quote is sent
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
- 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
Try It
New Customer
Triggers when a new customer is created.
Trigger
Polling
Try It
New Product
Triggers when a new product is created.
Trigger
Polling
Try It
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

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

Related Zap Templates

Create Sage Accounting customers from new Jobber clients

Create new Jobber clients from new Sage Accounting customers