Jobber + Syft Analytics

Update fields in Syft Analytics when new approved quotes appear in Jobber

Streamline your workflow when a quote gets approved in Jobber by instantaneously updating your data fields in the Syft Analytics app. This process is as easy as it sounds, saving you from manual data entry and ensuring that your analytics are always up-to-date with the latest financial insights. Improve your workflow efficiency and enhance your decision-making process with real-time information.

When this happens...
Quote Approved
Triggers when a quote is approved
TriggerInstant
automatically do this!
Set Data in a Field
Set data for an existing field in a connection. Data can be set as a monthly time series or a daily time series.
ActionWrite

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Supported triggers and actions

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 IDRequired
- Tags to AddRequired
Action
Write

- ClientRequired
- Title
- Number of line itemsRequired
Action
Write
- ClientRequired
- 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
- Select ConnectionRequired
- Select FieldRequired
- Name
- Aggregation
- Unit
- Custom Unit
- Daily or Monthly Data
- Increase is favorable
Action
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
- ClientRequired
- Title
- Instructions
- Start Date (yyyy-mm-dd)
- Create VisitsRequired
- Start Time (hh:mm:ss)
- End Time (hh:mm:ss)
- Invoicing ScheduleRequired
- Number of line itemsRequired
Action
Write
- Request IDRequired
- MessageRequired
Action
Write
- Client Search Term (eg. name, email, or company name)
Action
Search
- Select ConnectionRequired
- NameRequired
- Aggregation
- Unit
- Custom Unit
- Daily or Monthly Data
- Increase is favorable
Action
Write
- Select ConnectionRequired
- Select FieldRequired
- DateRequired
- ModeRequired
- ValueRequired
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 more

Related categories

Scheduling & Booking

About Syft Analytics

Syft Analytics is the interactive & collaborative financial reporting tool.

Related categories

Dashboards

Jobber + Syft Analytics

Update fields in Syft Analytics when new approved quotes appear in Jobber

Supported triggers and actions

New Client Created

New Invoice Created

Job Closed

Job Updated

New Quote Created

New Request Created

Add Tags to Client

Create Quote

Create Request

Find or Create Client

Modify Field

Client Updated

Invoice Updated

New Job Created

Quote Approved

Quote Sent

Create Client

Create Job

Add Note to Request

Find Client

Create Field

Set Data in a Field

About Jobber

Related categories

About Syft Analytics

Related categories