Square + Jobber Integrations
How to connect Square + Jobber
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New Catalog ItemTriggers when a new catalog item is created.Trigger- New CustomerTriggers when a new customer is created.Trigger
- New InvoiceTriggers when a new invoice is added.Trigger
- New OrderTriggers when a new order is processed.Trigger
- Add Customer to GroupAdds a customer to a group.Action
- Create CustomerCreates a customer.Action
- Create InvoiceCreates a new draft invoice for an order.Action
- Create OrderCreates an order.Action
- Square
Removes a customer from a group.
Scheduled
Action
- Square
Sends an existing draft invoice.
Scheduled
Action
- Square
Updates a customer.
Scheduled
Action
- Square
Finds a customer based on email, phone number, or reference ID.
Scheduled
Action
- Square
Finds an order based on customer, fulfillment status, or order state.
Scheduled
Action
- Square
Find a customer. Optionally, create one if none are found.
Scheduled
Action
- Square
Find an order. Optionally, create one if none are found.
Scheduled
Action
- Jobber
Triggers when a client is created.
Instant
Trigger
- Jobber
Triggers when an invoice is created.
Instant
Trigger
- Jobber
Triggers when a job completion is created.
Instant
Trigger
- Jobber
Triggers when a quote approval is created.
Instant
Trigger
- Jobber
Triggers when a quote is created.
Instant
Trigger
- Jobber
Triggers when a request is created.
Instant
Trigger
- Jobber
Creates a new client.
Scheduled
Action
- Jobber
Creates a new quote. This will create the quote for the client's first property.
Scheduled
Action
- Jobber
Creates a new request. This will create the request for the client's first property.
Scheduled
Action
- Jobber
Finds a client. This will only return one client; if the search values match more than one client, the client with the lowest ID will be returned.
Scheduled
Action
- Jobber
Finds a client. This will only return one client; if the search values match more than one client, the client with the lowest ID will be returned.
Scheduled
Action
How Square + Jobber Integrations Work
- Step 1: Authenticate Square 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.
Square Tutorials
Related categories
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About Jobber
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