Connecteam + Jobber

Create tasks in Connecteam for new jobs created in Jobber

Effortlessly streamline your workflow when a new job is created in Jobber by setting up an automatic task within Connecteam. This seamless integration ensures that no new job goes unattended and your team can get to work immediately, enhancing productivity and efficiency in your operations. It's a simple setup that will save you time and keep your team on the same page without any redundant steps in-between.

When this happens...
New Job Created
Triggers when a job is created.
TriggerInstant
automatically do this!
Create Task
Create a new task under a specified board. Currently, only 'one-time' task is supported.
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
- Time ClockRequired
Trigger
Instant
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- Form NameRequired
Trigger
Instant
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- SchedulerRequired
Trigger
Instant
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- Task BoardRequired
Trigger
Instant
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New User
Triggers when a new user is added (real time trigger)
Trigger
Instant
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- Archive by phone numberRequired
- User ID
- Phone Number
Action
Write
- Time ClockRequired
- Assigned UserRequired
- Timezone
Action
Write
- Scheduler
- Time Clock
- TitleRequired
- Code
- Description
- Color
- Address
- Qualified Users or Groups
- TitleRequired
- Code
Action
Write
- Assigned Task BoardRequired
- Assigned Users
- TitleRequired
- Task Labels
- Task StatusRequired
- Start TimeRequired
- Due DateRequired
- Description
- Title
Action
Write
- First NameRequired
- Last NameRequired
- Phone NumberRequired
- User TypeRequired
- Email Address
- Send activation SMSRequired
Action
Write
- Schedule IDRequired
- Shift IDRequired
Action
Write
- Recipient UserRequired
- Sender (publisher)Required
- TextRequired
Action
Write
- DateRequired
- UserRequired
- IndicatorRequired
- ValueRequired
Action
Write
- Assigned UserRequired
- Policy NameRequired
- BalanceRequired
Action
Write
- Form NameRequired
- Form Submission IdRequired
Action
Search
- Scheduler IDRequired
- Shift StartRequired
- Shift EndRequired
- Shift ID
- Shift Title
- Job ID
Action
Search
- Sub-Job Title
- Sub-Job ID
Action
Search
- User ID
- Full Name
- Phone Number
- Email Address
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
- 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
- Time ClockRequired
Trigger
Instant
Try It
- Form NameRequired
Trigger
Instant
Try It
- SchedulerRequired
Trigger
Instant
Try It
- Task BoardRequired
Trigger
Instant
Try It
User Archived
Triggers when a user is archived
Trigger
Instant
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User Updated
Triggers when a user field was edited (real-time trigger).
Trigger
Instant
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- Time ClockRequired
- Assigned UserRequired
- Timezone
- Associated JobRequired
Action
Write
- Scheduler
- Time Clock
- TitleRequired
- Job Code
- Description
- Address
- Users or Groups
- Color
Action
Write
- SchedulerRequired
- Shift titleRequired
- Color
- Shift StartRequired
- Shift EndRequired
- Timezone
- Is this an Open Shift?
- Does this shift require admin approval?
- Do you want to create the shift as a published shift?
- Associated Job
- Assigned Users
- Location Address
- Notes
Action
Write
- Assigned user
- Time ClockRequired
- TimezoneRequired
- Start TimeRequired
- End TimeRequired
- Associated JobRequired
Action
Write
- User IDRequired
- Title
- TextRequired
Action
Write
- Conversation (Team/Channel)Required
- Sender (publisher)Required
- TextRequired
Action
Write
- Form IDRequired
- Form Submission IDRequired
- Manager FieldsRequired
Action
Write
- SchedulerRequired
- Shift IDRequired
- Shift Title
- Shift Start
- Shift End
- TimeZone
- Is this an Open Shift?
- Does this shift require admin approval?
- Do you what to create the shift as a published shift?
- Associated Job
- Assigned Users
- Location Address
- Notes
- Color
Action
Write
- Form NameRequired
Action
Search
- Job Name
- Job ID
Action
Search
- Form IDRequired
- User ID
- Submission Start Date
- Submission End Date
Action
Search
- Task BoardRequired
- Label TitleRequired
Action
Search

About Connecteam

Connecteam is an employee management app connecting the frontline employees and streamlining all work related needs in one app.

Learn more

Related categories

Scheduling & Booking

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

Related Zap Templates

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Create shifts in Connecteam for every new job created in Jobber

Update Connecteam team messages when Jobber jobs are updated

Connecteam + Jobber

Create tasks in Connecteam for new jobs created 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

Clock Out

New Form Submission

Updated Shift in Scheduler

Task Published

New User

Archive User

Clock Out

Create Job With Sub-Jobs

Create Task

Create User

Delete Shift

Send Private Message (DM)

Update User Performance Data

Update User Time Off Balance

Find Form Submission by Id

Find a Shift

Find Sub-Job

Find User

Client Updated

Invoice Updated

New Job Created

Quote Approved

Quote Sent

Create Client

Create Job

Add Note to Request

Find Client

Clock In

Manager Field Updated

New Shift in Scheduler

Task Completed

User Archived

User Updated

Clock In

Create Job

Create Shift

Create Timesheet Row

Create User Note

Send Message in Channel/Team

Update Form Submission

Update Shift

Find Form

Find a Job

Find Form Submission

Find Task Label

About Connecteam

Related categories

About Jobber

Related categories

Related Zap Templates

Related Zap Templates