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Set up your first integration
Quickly connect Jobber to Square with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Jobber with Square - 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 "Add Customer to Group" in Square.
You’re connected!
Zapier seamlessly connects Jobber and Square, 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 Square
Sync new clients with Square customer database
When a new client is created in Jobber, Zapier automatically adds them to your Square customer database. This ensures your client records are consistent across tools without requiring manual data entry, saving you time and reducing errors in your records.
Business OwnerTrack approved quotes for marketing analysis
Whenever a quote is approved in Jobber, Zapier creates a corresponding record in a Square invoice draft. This automation allows marketers to link approved sales quotes with Square, providing better visibility into potential or actual sales for improved campaign planning.
Marketing & Marketing OpsLearn how to automate Jobber on the Zapier blog
Learn how to automate Square on the Zapier blog
Frequently Asked Questions about Jobber + Square integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Jobber and Square
How can I set up a trigger for payments in Jobber to reflect in Square?
To set up a trigger for payments from Jobber to reflect in Square, you need to configure an automation that captures payments recorded in Jobber and automatically updates your Square records. This ensures any payment activity processed within Jobber is mirrored accurately in your Square account.
Is it possible to sync client information between Jobber and Square automatically?
Yes, you can set up an automatic sync of client information between Jobber and Square. When a new client is added in Jobber, an automation rule can be set to add the client details into your Square database, minimizing manual entry.
Can we automate invoice creation in Square based on completed jobs in Jobber?
Yes, by implementing automation when a job is marked as complete in Jobber, you can generate an invoice automatically within Square. This makes sure that all billable activities are promptly invoiced without manual intervention.
What actions can be triggered from changes made to estimates in Jobber?
When changes are made to estimates in Jobber, you can establish actions such as notifying teams via email or updating relevant records within other platforms like Square. Automating these processes helps keep all stakeholders informed and connected.
How do I handle duplicate entries when syncing data between the two platforms?
To manage duplicate entries, our system allows setting specific conditions or filters that only update unique or unmatched entries when syncing between Jobber and Square. This prevents redundant data from cluttering your databases.
Are there limitations on the types of data that can be integrated between Jobber and Square?
While most job management and payment data can be shared between the two platforms, certain custom fields might not translate directly due to platform-specific constraints. It’s important to review what types of data are critical for your integration purposes.
Is it possible to track inventory updates from sales made through both systems?
Inventory updates pertaining to sales tracked via either platform need custom triggers for synchronization. By mapping out these workflows correctly, sales activities influencing inventory levels can be consolidated across both systems efficiently.
