Jobber + Smartsheet

Update rows in Smartsheet when new invoices are created in Jobber

Simplify your invoicing process with this workflow. As soon as a new invoice is generated in Jobber, it will automatically update a new row in your Smartsheet. This seamless integration between Jobber and Smartsheet eliminates manual entries, keeping your records consistent and accurate while saving you valuable time and effort.

When this happens...
New Invoice
Triggers when an invoice is created.
TriggerInstant
automatically do this!
New Row Update
Update an existing row with new values. Requires a row ID.
ActionWrite

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Supported triggers and actions

What does this mean?

New Client
Triggers when a client is created.
Trigger
Instant
Try It
New Job Completion
Triggers when a job completion is created.
Trigger
Instant
Try It
New Quote
Triggers when a quote is created.
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
- ClientRequired
Action
Write

- Client Name or Company Name
- Email Address
- 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
- Choose a SheetRequired
Trigger
Scheduled
Try It

- Choose a SheetRequired
Trigger
Scheduled
Try It
- SheetRequired
- RowRequired
- File AttachmentRequired
Action
Write
- Choose a SheetRequired
- Add Row to Top or Bottom
Action
Write
- Choose Source SheetRequired
- Choose a Destination SheetRequired
- Choose RowRequired
Action
Write
- Choose Source SheetRequired
- Choose a Destination SheetRequired
- Choose RowRequired
Action
Write
- DestinationRequired
- TemplateRequired
- Copy Cells?Required
- Copy Attachments?Required
- Copy Discussions?Required
- Sheet NameRequired
Action
Write
- Choose a SheetRequired
- Email Address(es)Required
- Choose RowRequired
- Email Subject
- Message
- CC Me?
- Include Attachments ?
- Include Discussions ?
Action
Write
- Choose a SheetRequired
- Email Address(es) to Share ToRequired
- Access LevelRequired
- Notify via Email?Required
- Email Subject
- Message
- CC Me?
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write

New Invoice
Triggers when an invoice is created.
Trigger
Instant
Try It
New Quote Approval
Triggers when a quote approval is created.
Trigger
Instant
Try It
New Request
Triggers when a request is created.
Trigger
Instant
Try It
- ClientRequired
- Add another line item?
Action
Write
- Client Name or Company Name
- Email Address
Action
Search
- Choose a SheetRequired
Trigger
Scheduled
Try It
- Choose a SheetRequired
Trigger
Scheduled
Try It
- Workspace NameRequired
Action
Write
- Choose a SheetRequired
- RowRequired
- TitleRequired
- CommentRequired
Action
Write
- Source FolderRequired
- Destination FolderRequired
- New Folder NameRequired
Action
Write
- WorkspaceRequired
- New NameRequired
- What to Include?
- Skip Remap
Action
Write
- DestinationRequired
- Sheet to CopyRequired
- Copy Cells?Required
- Copy Attachments?Required
- Copy Discussions?Required
- Sheet NameRequired
Action
Write
- Choose a SheetRequired
- Row IDRequired
Action
Write
- Choose a SheetRequired
- Email Address(es)Required
- FormatRequired
- Email Subject
- Message
- CC Me?
- Paper Size
Action
Write
- Choose a WorkspaceRequired
- Email Address(es) to Share ToRequired
- Access LevelRequired
- Notify via Email?Required
- Email Subject
- Message
- CC Me?
Action
Write
Find sheet Row
Find a row in a specified sheet using a query.
Action
Write

About Jobber

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

Learn more

Related categories

Scheduling & Booking

About Smartsheet

Smartsheet is a leading cloud-based platform for work execution, enabling teams and organizations to plan, capture, manage, automate, and report on work at scale, resulting in more efficient processes and better business outcomes.

Help

Related categories

Spreadsheets

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By team

Jobber + Smartsheet

Update rows in Smartsheet when new invoices are created in Jobber

New Client

New Job Completion

New Quote

Create Client

First Name

Last Name

Company Name

Email Address

Phone Number

Street 1

Street 2

City

State/Province

Country

Zip/Postal Code

Create Request

Find or Create Client

Client Name or Company Name

Email Address

First Name

Last Name

Company Name

Email Address

Phone Number

Street 1

Street 2

City

State/Province

Country

Zip/Postal Code

New Attachment

Choose a SheetRequired

New Row

Choose a SheetRequired

Add Attachment to Row

SheetRequired

RowRequired

File AttachmentRequired

Add Row to Sheet

Choose a SheetRequired

Add Row to Top or Bottom

Copy Row

Choose Source SheetRequired

Choose a Destination SheetRequired

Choose RowRequired

Move Row

Choose Source SheetRequired

Choose a Destination SheetRequired

Choose RowRequired

New Sheet From Template

DestinationRequired

TemplateRequired

Copy Cells?Required

Copy Attachments?Required

Copy Discussions?Required

Sheet NameRequired

Send Row

Choose a SheetRequired

Email Address(es)Required

Choose RowRequired

Email Subject

Message

CC Me?

Include Attachments ?

Include Discussions ?

Share Sheet

Choose a SheetRequired

Email Address(es) to Share ToRequired

Access LevelRequired

Notify via Email?Required

Email Subject

Message

CC Me?

API Request (Beta)

Api Docs Info