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Set up your first integration

Quickly connect ClickUp to Jobber with a Zapier template.

Our most popular template

Create tasks in ClickUp for new Jobber requests
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Jobber + ClickUp
Generate new tasks in ClickUp for every job completion in Jobber
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Jobber + ClickUp
Create lists in ClickUp for new quote approvals in Jobber
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Jobber + ClickUp
Manage new Jobber requests by creating lists in ClickUp
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Jobber + ClickUp
Create new tasks in ClickUp for approved quotes in Jobber
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Jobber + ClickUp
Create new tasks in ClickUp for every new client created in Jobber
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Jobber + ClickUp

Create tasks in ClickUp for new Jobber requests

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Jobber + ClickUp

Generate new tasks in ClickUp for every job completion in Jobber

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Jobber + ClickUp

Create lists in ClickUp for new quote approvals in Jobber

Details

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Jobber + ClickUp

Manage new Jobber requests by creating lists in ClickUp

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Jobber + ClickUp

Create new tasks in ClickUp for approved quotes in Jobber

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Jobber + ClickUp

Create new tasks in ClickUp for every new client created in Jobber

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Jobber + ClickUp

Update tasks in ClickUp when clients are updated in Jobber
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Jobber + ClickUp
Create tasks in ClickUp for every new quote created in Jobber
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Jobber + ClickUp

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier makes it easy to integrate ClickUp with Jobber - no code necessary. See how you can get setup in minutes.

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Message Posted to Channel" from ClickUp.

Add your action

An action happens after the trigger—such as "Create Client" in Jobber.

You’re connected!

Zapier seamlessly connects ClickUp and Jobber, 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.

- Workspace
  Required
Trigger
Instant
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- Workspace
  Required
Trigger
Instant
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- Workspace
  Required
Trigger
Instant
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- Task
- Include subtask?
- Fetch task data?
Trigger
Instant
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- Workspace
  Required
Trigger
Instant
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- Workspace
  Required
Action
Write
- Message Text
  Required
- Include a link to this Zap?
Action
Write

- Document name (title)
- Subtitle
- Markdown Content
- Content
- Visibility
Action
Write
- Workspace
  Required
Action
Write
- Workspace
  Required
- Folder Name
  Required
Action
Write
- Workspace
  Required
- Comment
  Required
- Include a link to this Zap?
Action
Write
- Workspace
  Required
- File
  Required
Action
Write
- Workspace
  Required
- Task Name
  Required
- Custom task type
Action
Write
- Task Id
  Required
Action
Write
- Workspace
  Required
Action
Write
Find Custom Fields
View the Custom Fields available on tasks in a specific Team / Space / Folder / List.
Action
Search
Find a List of All Tasks
Finds a list of all tasks created in Workspace/Space/Folder/List. Supports Custom Fields.
Action
Search
- Check_plan_bandage
- Workspace
  Required
- Field
  Required
- Value
  Required
- Include all shared items?
Action
Search
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
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Instant
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Job Updated
Triggers when a job is updated
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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 ID
  Required
- Tags to Add
  Required
Action
Write
- Client
  Required
- Title
- Number of line items
  Required
Action
Write
- Client
  Required
- 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

- Reaction(s)
- Workspace
  Required
Trigger
Instant
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- Workspace
  Required
Trigger
Instant
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- Workspace
  Required
Trigger
Instant
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- Reaction(s)
- Workspace
  Required
Trigger
Instant
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- Workspace
  Required
Trigger
Instant
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- Workspace
  Required
- Checklist Name
  Required
- Checklist Item
  Required
Action
Write
- Workspace
  Required
- Thread
- Include a link to this Zap?
Action
Write
- Document
  Required
- Name
- Content
- Subtitle
Action
Write
- Field name
  Required
- Description
- Required in tasks
- Pinned
- Visible to guests
Action
Write
- Workspace
  Required
- List Name
  Required
Action
Write
- Workspace
  Required
- Start
  Required
- End
  Required
Action
Write
- Workspace
  Required
- Task Name
  Required
- Custom task type
- Task Description
- Markdown Content
- Assignee Emails
- Priority
- Start Date
- Due Date
Action
Write
- Workspace
  Required
Action
Write
- Name
- Subtitle
- Document
  Required
- Page
  Required
- Content
- Content edit mode
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
Find the Most Recent Task
Find the most recent task created in Workspace/Space/Folder/List.
Action
Search
Find Task by ID
Find an existing task by its ID.
Action
Search
- Workspace
  Required
- Space
- Folder
- List
- Document name
  Required
- Name match condition
- Include archived documents?
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
- Client
  Required
- Title
- Instructions
- Start Date (yyyy-mm-dd)
- Create_visits
  Required
- Start Time (hh:mm:ss)
- End Time (hh:mm:ss)
- Invoicing_schedule
  Required
- Number of line items
  Required
Action
Write
- Request ID
  Required
- Message
  Required
Action
Write
- Client Search Term (eg. name, email, or company name)
Action
Search

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Customers who say using Zapier has made them better at their job

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Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Practical ways you can use ClickUp and Jobber

Streamline job tracking with automated tasks

When a new job is created in Jobber, Zapier can automatically create a corresponding task in ClickUp. This ensures that business owners and their teams can manage their workflows more effectively, keeping track of every job without manually updating each tool. The automation improves team productivity and accountability by centralizing task tracking in ClickUp.

Business Owner

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Manage client projects seamlessly

When a new client is created in Jobber, Zapier can create a new project in ClickUp. This integration makes it easier for project managers to align internal tasks with client onboarding, ensuring smooth project initiation and oversight. It saves setup time and standardizes project tracking across different clients.

Project Management

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Track client updates efficiently

When an existing client is updated in Jobber, Zapier can update an existing task or create a new task in ClickUp. This helps sales operations teams stay on top of client account changes without manual updates, improving task accuracy and freeing up time for strategic tasks. Integration ensures all team members are aligned on client needs.

Sales Ops

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Learn how to automate ClickUp on the Zapier blog

Learn how to automate Jobber on the Zapier blog

Make work flow with AI

Level up your ClickUp to Jobber integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About ClickUp

ClickUp is an all-in-one app to plan, track, and manage your work in a beautifully intuitive environment.

Learn moreLearn moreHelpHelp

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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 moreLearn moreHelpHelp

Related categories

Scheduling & Booking

Connect ClickUp and Jobber to unlock the power of automation

Set up your first integration

Create tasks in ClickUp for new Jobber requests

Generate new tasks in ClickUp for every job completion in Jobber

Create lists in ClickUp for new quote approvals in Jobber

Manage new Jobber requests by creating lists in ClickUp

Create new tasks in ClickUp for approved quotes in Jobber

Create new tasks in ClickUp for every new client created in Jobber

Create tasks in ClickUp for new Jobber requests

Generate new tasks in ClickUp for every job completion in Jobber

Create lists in ClickUp for new quote approvals in Jobber

Manage new Jobber requests by creating lists in ClickUp

Create new tasks in ClickUp for approved quotes in Jobber

Create new tasks in ClickUp for every new client created in Jobber

Update tasks in ClickUp when clients are updated in Jobber

Create tasks in ClickUp for every new quote created in Jobber

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Choose a trigger

Add your action

You’re connected!

Supported triggers and actions

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Practical ways you can use ClickUp and Jobber

Streamline job tracking with automated tasks

Manage client projects seamlessly

Track client updates efficiently

Learn how to automate ClickUp on the Zapier blog

Automate project communication with ClickUp and Gmail

5 ways to automate ClickUp with Zapier

Learn how to automate Jobber on the Zapier blog

5 ways to automate Jobber with Zapier

Make work flow with AI

Connect ClickUp to Jobber on the world's largest no-code automation platform