Connect Jobber and WhatConverts 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 WhatConverts together. Build enterprise-grade automation in minutes.

Our most popular template

Generate new Jobber clients from WhatConverts leads instantly
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WhatConverts + Jobber
Create new leads in WhatConverts for every new client in Jobber
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Jobber + WhatConverts
Create leads in WhatConverts from new requests in Jobber
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Jobber + WhatConverts
Update Jobber clients whenever leads are updated in WhatConverts
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WhatConverts + Jobber

Generate new Jobber clients from WhatConverts leads instantly

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WhatConverts + Jobber

Create new leads in WhatConverts for every new client in Jobber

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Jobber + WhatConverts

Create leads in WhatConverts from new requests in Jobber

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Jobber + WhatConverts

Update Jobber clients whenever leads are updated in WhatConverts

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WhatConverts + Jobber

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 WhatConverts - 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 Export" in WhatConverts.

You’re connected!

Zapier seamlessly connects Jobber and WhatConverts, 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
- Lead Type
- Phone Calls (Completed)
  Required
- Phone Calls (Modified)
- Phone Calls (In Progress)
- Text Messages
  Required
- Web Forms
  Required
- E-Commerce Transactions
  Required
- Custom Events
  Required
- Chats (Completed)
  Required
- Chats (In Progress)
- Emails
  Required
- Appointments
  Required
- Other
  Required
- Profile
  Required
Trigger
Instant
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- Lead Type
  Required
- Send Notification
- Profile
- Date & Time
- Quotable
- Quote Value
- Sales Value
- WC Client Current
- Referrer Source
- Referrer Medium
- Referrer Campaign
- Referrer Content
- Referrer Keyword
- IP Address
- Email Address
- Phone Number
- User ID
- Gclid
- Msclkid
- Fbclid
- Fbpid
- Lead Page
- Landing Page
- Operating System
- Browser
- Device Type
- Device Make
- Sender Name
- Email Subject
- Email Message
- Form Name
- Tracking Number Name
- Tracking Number
- Destination Number
- Caller Number
- Caller Name
- Call Duration in Seconds
- City
- Zip
- State
- Country
- Answer Status
- Line Type
- Call Transcription
- Voicemail Transcription
- Message
- Event Category
- Event Action
- Event Label
- Transaction ID
- Transaction Tax
- Transaction Shipping
- Additional Fields
- Custom Fields
Action
Write
- Profile
  Required
- Lead ID
- Lead Type
- Lead Status
- Start Date
- End Date
- Quotable
- Quote Value
- Sales Value
- Caller Number
- Email Address
- User ID
- Spam
- Duplicate
- Lead Source
- Lead Medium
- Lead Campaign
- Lead Content
- Lead Keyword
Action
Search

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
- Lead Type
- Phone Calls (Completed)
  Required
- Phone Calls (Modified)
  Required
- Phone Calls (In Progress)
  Required
- Text Messages
  Required
- Web Forms
  Required
- E-Commerce Transactions
  Required
- Custom Events
  Required
- Chats (Completed)
  Required
- Chats (In Progress)
  Required
- Emails
  Required
- Appointment
  Required
- Other
  Required
- Profile
  Required
Trigger
Instant
Try It
- Profile
- Account
- Lead Type
- Lead Status
- Start Date
- End Date
- Quotable
- Quote Value
- Sales Value
- Spam
- Duplicate
- Lead Source
- Lead Medium
- Lead Campaign
- Lead Content
- Lead Keyword
Action
Write
- Lead ID
  Required
- Quotable
- Quote Value
- Sales Value
- Lead Page
- Additional Fields
- Custom Fields
Action
Write
- Profile
  Required
- Lead ID
- Lead Type
  Required
- Lead Status
- Start Date
- End Date
- Quotable
- Quote Value
- Sales Value
- Caller Number
- Email Address
- User ID
- Spam
- Duplicate
- Referrer Source
- Referrer Medium
- Referrer Campaign
- Referrer Content
- Referrer Keyword
- Send Notification
- Date & Time
- WC Client Current
- IP Address
- Phone Number
- Gclid
- Msclkid
- Fbclid
- Fbpid
- Lead Page
- Landing Page
- Operating System
- Browser
- Device Type
- Device Make
- Sender Name
- Email Subject
- Email Message
- Form Name
- Tracking Number Name
- Tracking Number
- Destination Number
- Caller Name
- Call Duration in Seconds
- City
- Zip
- State
- Country
- Answer Status
- Line Type
- Call Transcription
- Voicemail Transcription
- Message
- Event Category
- Event Action
- Event Label
- Transaction ID
- Transaction Tax
- Transaction Shipping
- Additional Fields
- Custom Fields
Action
Search or write

For AI agents & developers

Use Jobber and WhatConverts with AI agents and code

Beyond Zap workflows. Call Jobber and WhatConverts 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 WhatConverts actions as tools in any MCP client. Authenticate once, then call them in natural language.

Example actions on this page

Create Client
Create Export

Works with

Claude · ChatGPT · Cursor · any MCP-compatible client

Connect Zapier MCP

Typescript

Call from code with the Zapier SDK

Trigger Jobber and WhatConverts 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 / whatconverts 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.

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

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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 WhatConverts

Track new Jobber clients in WhatConverts

Keep your marketing source data connected to new client creation. When a new client is created in Jobber, Zapier automatically creates a lead in WhatConverts. This ensures your attribution and ROI analysis is seamless while minimizing manual input.

Business Owner

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Log WhatConverts leads into Jobber as clients

Easily convert incoming leads tracked in WhatConverts into clients inside Jobber. For every new lead captured by WhatConverts, Zapier will automatically create a client in Jobber. This ensures no lead is overlooked, streamlining client onboarding and improving your conversion rate.

Marketing & Marketing Ops

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Update leads in WhatConverts when quotes are approved in Jobber

Sync critical sales activity between tools. Whenever a quote is approved in Jobber, Zapier can automatically update the corresponding lead in WhatConverts. This helps maintain up-to-date records without manual intervention.

Sales Ops

Try it

Learn how to automate Jobber on the Zapier blog

Make work flow with AI

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

Learn about AI automation

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 WhatConverts

WhatConverts tracks what marketing channels generate conversions from phone calls, web forms, chat, and more.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Connect Jobber and WhatConverts to power AI-driven automation

Launch your first automated workflow

Generate new Jobber clients from WhatConverts leads instantly

Create new leads in WhatConverts for every new client in Jobber

Create leads in WhatConverts from new requests in Jobber

Update Jobber clients whenever leads are updated in WhatConverts

Generate new Jobber clients from WhatConverts leads instantly

Create new leads in WhatConverts for every new client in Jobber

Create leads in WhatConverts from new requests in Jobber

Update Jobber clients whenever leads are updated in WhatConverts

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 WhatConverts 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 WhatConverts

Track new Jobber clients in WhatConverts

Log WhatConverts leads into Jobber as clients

Update leads in WhatConverts when quotes are approved in Jobber

Learn how to automate Jobber on the Zapier blog

5 ways to automate Jobber with Zapier

Make work flow with AI

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