Connect Jobber and monday.com to unlock the power of automation
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Set up your first integration
Quickly connect Jobber to monday.com with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Jobber with monday.com - 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 "Archive Board" in monday.com.
You’re connected!
Zapier seamlessly connects Jobber and monday.com, 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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Practical ways you can use Jobber and monday.com
Sync new clients to project management boards.
Streamline your client onboarding by ensuring every new client in Jobber is captured on monday.com. When a new client is created in Jobber, Zapier will automatically add an item to a monday.com board. This eliminates duplicate data entry and ensures nothing falls through the cracks during onboarding.
Business OwnerAdd updates to support boards for new service requests.
When a new service request is created in Jobber, Zapier will automatically create an update on a specific monday.com board. This ensures the customer support team gets real-time updates and can track the request's progress more effectively without relying on email notifications.
Customer Support OpsTrack job progress in one place.
Keep projects up to date without manual intervention. When a job in Jobber is closed, Zapier can automatically update the status of the corresponding item or column on monday.com. This keeps everyone aligned on project progress and reduces the need for constant check-ins.
Project ManagementLearn how to automate Jobber on the Zapier blog
Learn how to automate monday.com on the Zapier blog
Frequently Asked Questions about Jobber + monday.com integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Jobber and monday.com
How do I integrate Jobber with monday.com?
To integrate Jobber with monday.com, you can use our integration setup guide. We provide step-by-step instructions and support for setting up triggers and actions in both platforms to ensure they communicate effectively.
What triggers are available when connecting Jobber to monday.com?
When connecting Jobber to monday.com, available triggers include when a job is created or updated in Jobber. This helps keep your project management workflows in sync on monday.com.
What actions can be performed in monday.com from Jobber?
Actions that can be automated include creating items, updating items, or changing the status of a task on your monday.com board whenever specific events occur in Jobber.
Can I customize what data gets transferred between Jobber and monday.com?
Yes, you have the flexibility to customize the fields and data that are transferred between the two platforms according to your needs during setup.
Do I need coding skills to set up the integration between Jobber and monday.com?
No coding skills are required. Our integration process is designed to be user-friendly, allowing you to set it up without any technical expertise.
How often does data sync between Jobber and monday.com occur?
Data synchronization occurs at regular intervals based on how you've configured your triggers. Typically, changes are updated almost instantaneously or within a few minutes as required by your workflow settings.
Can I disable certain features of the integration if they’re not needed?
Yes, during setup you can choose which features or automations you want active and disable any parts of the integration that aren't necessary for your workflow.
