Any.do Workspace + Jobber

Create workspace tasks in Any.do Workspace for new quote approvals in Jobber

When a new quote gets approved in Jobber, streamline your process by creating a corresponding task in your Any.do Workspace. This automation keeps your workspace updated, allowing you to manage all your tasks in one place. Simplify your business workflow, stay organized, and ultimately, save time by utilizing this streamlined process.

When this happens...
Quote Approved
Triggers when a quote is approved
TriggerInstant
automatically do this!
Create Workspace Task
Adds a task to a board in your Any.do Workspace.
ActionWrite

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Supported triggers and actions

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 IDRequired
- Tags to AddRequired
Action
Write

- ClientRequired
- Title
- Number of line itemsRequired
Action
Write
- ClientRequired
- 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
- WorkspaceRequired
- Task ID
Trigger
Instant
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- WorkspaceRequired
Trigger
Instant
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- WorkspaceRequired
Trigger
Instant
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- WorkspaceRequired
Trigger
Instant
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Comment You Were Mentioned In
Triggers when you are mentioned in a comment on a task in Any.do Workspace.
Trigger
Instant
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- WorkspaceRequired
Trigger
Instant
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- Card IDRequired
- WorkspaceRequired
Action
Write
- Card IDRequired
- WorkspaceRequired
Action
Write
- TitleRequired
- WorkspaceRequired
- Due Date
- Note
Action
Write
- Card IDRequired
- WorkspaceRequired
Action
Write
- Card IDRequired
Action
Write

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
- ClientRequired
- Title
- Instructions
- Start Date (yyyy-mm-dd)
- Create VisitsRequired
- Start Time (hh:mm:ss)
- End Time (hh:mm:ss)
- Invoicing ScheduleRequired
- Number of line itemsRequired
Action
Write
- Request IDRequired
- MessageRequired
Action
Write
- Client Search Term (eg. name, email, or company name)
Action
Search
- WorkspaceRequired
- WorkspaceRequired
Trigger
Instant
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- WorkspaceRequired
Trigger
Instant
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- WorkspaceRequired
Trigger
Polling
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- WorkspaceRequired
Trigger
Instant
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- WorkspaceRequired
Trigger
Instant
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- WorkspacesRequired
Trigger
Instant
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- Alerts Only
Trigger
Instant
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- Card IDRequired
Action
Write
- TitleRequired
- WorkspaceRequired
- Make this board private?
Action
Write
- Card IDRequired
- Comment TextRequired
Action
Write
- Card IDRequired
- Workspace
Action
Write

About Any.do Workspace

Any.do is a productivity app to help you organize your tasks, to-do lists, and schedule in one place as well as collaborate with your team.

Learn more

Related categories

Project Management

About Jobber

Jobber is the command centre for home service businesses. Our easy-to-use app powers sales, operations, and customer service—all in one place.

Learn more

Related categories

Scheduling & Booking

Any.do Workspace + Jobber

Create workspace tasks in Any.do Workspace for new quote approvals in Jobber

New Client Created

New Invoice Created

Job Closed

Job Updated

New Quote Created

New Request Created

Add Tags to Client

Create Quote

Create Request

Find or Create Client

Task Activity

File Attachment Added to Workspace Task

Task Moved Between Sections

Workspace Task Assignee Removed

Comment You Were Mentioned In

New Workspace Task

Add Tags to Task

Assign Task

Create Workspace Task

Move Task

Un-Assign Task

Client Updated

Invoice Updated

New Job Created

Quote Approved

Quote Sent

Create Client

Create Job

Add Note to Request

Find Client

Board Activity

Workspace Task Archived

Workspace Task Due

Workspace Task Assigned

Tag Added to Workspace Task

New Board

User Notification

Archive Task

Create a Board From a Template

Comment on a Task

Remove Tags From Task

About Any.do Workspace

Related categories

About Jobber

Related categories