How to connect Plumsail Documents + Jobber
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Triggers when a client is created.Try ItTriggerInstant
New Job Completion
Triggers when a job completion is created.Try ItTriggerInstant
Triggers when a quote is created.Try ItTriggerInstant
Triggers when an invoice is created.Try ItTriggerInstant
New Quote Approval
Triggers when a quote approval is created.Try ItTriggerInstant
Triggers when a request is created.Try ItTriggerInstant
How Plumsail Documents + Jobber Integrations Work
- Step 1: Authenticate Plumsail Documents and Jobber.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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