Connect Jobber and Microsoft Office 365 to unlock the power of automation
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Set up your first integration
Quickly connect Jobber to Microsoft Office 365 with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Jobber with Microsoft Office 365 - no code necessary. See how you can get setup in minutes.
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 Event" in Microsoft Office 365.
You’re connected!
Zapier seamlessly connects Jobber and Microsoft Office 365, 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.
Try ItTriggerInstant - New Invoice Created
Triggers when an invoice is created.
Try ItTriggerInstant - Job Closed
Triggers when a job is closed
Try ItTriggerInstant - Job Updated
Triggers when a job is updated
Try ItTriggerInstant
- Client Updated
Triggers when a client is updated
Try ItTriggerInstant - Invoice Updated
Triggers when a invoice is updated
Try ItTriggerInstant - New Job Created
Triggers when a job is created.
Try ItTriggerInstant - Quote Approved
Triggers when a quote is approved
Try ItTriggerInstant
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Connect Jobber and Microsoft Office 365 to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
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Learn how to automate Jobber on the Zapier blog
Learn how to automate Microsoft Office 365 on the Zapier blog
Frequently Asked Questions about Jobber + Microsoft Office 365 integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Jobber and Microsoft Office 365
How do I set up the integration between Jobber and Microsoft Office 365?
To set up the integration, navigate to our integrations page and select Microsoft Office 365. You'll need to authorize both Jobber and Office 365 accounts. Once authorized, you'll be able to create workflows automating tasks like scheduling appointments or sending emails.
What triggers are available when integrating Jobber with Microsoft Office 365?
Our integration supports triggers such as 'New Event Created' in Outlook Calendar, 'New Email Received' in Outlook Mail, and 'Task Completed' in Planner. These allow you to automate follow-up actions within Jobber.
Can I create a new job in Jobber from a scheduled meeting in Office 365?
Yes, with our integration you can set up a trigger that automatically creates a new job in Jobber whenever a meeting is scheduled in your Office 365 calendar.
Is it possible to update client details in Office 365 automatically when they change in Jobber?
Absolutely! By setting an automation rule where any update on client details in Jobber will sync and update the corresponding contact information in your Office 365 account.
What actions can be performed using this integration?
You can perform actions like adding new contacts from Jobber into Outlook, creating calendar events for accepted quotes, and sending emails for completed tasks. These streamline communication and scheduling efforts between the two platforms.
Are there limitations on which data fields can be synced between the two applications?
While most standard fields such as contact information, calendar events, and email messages can be synced seamlessly, custom fields from either application might require additional configuration or may not sync directly at this time.
Can automated reminders be sent through Outlook for jobs scheduled in Jobber?
Indeed, you can automate reminders through Outlook by configuring a workflow where Jobber sends data about scheduled jobs to create reminder alerts in your Outlook Calendar.
