Jobber + Syft Analytics

Jobber + Syft Analytics integrations

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 ApprovedTriggers when a quote is approved
TriggerInstant
automatically do this!
Set Data in a FieldSet 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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More things you can do with Jobber and Syft Analytics

Discover other triggers and actions you can use with Jobber and Syft Analytics

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
- Select Connection
  Required
- Select Field
  Required
- 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
- 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
- Select Connection
  Required
- Name
  Required
- Aggregation
- Unit
- Custom Unit
- Daily or Monthly Data
- Increase is favorable
Action
Write
- Select Connection
  Required
- Select Field
  Required
- Date
  Required
- Mode
  Required
- Value
  Required
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.

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Related categories

Scheduling & Booking

About Syft Analytics

Syft Analytics is the interactive & collaborative financial reporting tool.

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