Jobber + pulseM

Send pulsechecks in pulseM for new invoices in Jobber

Stay on top of your finances by seamlessly connecting Jobber and pulseM. With this workflow, whenever a new invoice is created in Jobber, it instantly sends a pulseCheck in pulseM. It's a straightforward way to monitor and manage your invoicing system, saving you time and making your accounting process efficient. This automatic connection helps keep your business financials on track without any manual intervention.

When this happens...
New Invoice Created
Triggers when an invoice is created.
TriggerInstant
automatically do this!
Send pulseCheck
Send a pulseM pulseCheck to your customer.
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
- Customer Phone
- Customer Email
- Customer Name
- Customer Address
- Technician
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
- Customer Phone
- Customer Email
- Customer Name
- Customer Address
- Technician
Action
Write
- Customer Phone
- Customer Email
- Customer Name
- Customer Address
- Technician
Action
Write