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Set up your first integration
Quickly connect Jobber to Zoho Books with a Zapier template.
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How Zapier works
Zapier makes it easy to integrate Jobber with Zoho Books - 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 "Create Customer" in Zoho Books.
You’re connected!
Zapier seamlessly connects Jobber and Zoho Books, 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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Connect Jobber and Zoho Books to integrate crucial parts of your business
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Learn how to automate Jobber on the Zapier blog
Frequently Asked Questions about Jobber + Zoho Books integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Jobber and Zoho Books
How can I integrate Jobber with Zoho Books?
To integrate Jobber with Zoho Books, you need to set up triggers and actions in our platform. For example, you can choose a trigger like 'New Client in Jobber' and an action like 'Create Contact in Zoho Books'. Our integration tool will guide you through these steps.
What triggers from Jobber are available for integration with Zoho Books?
We support several triggers from Jobber, including 'New Client', 'Updated Job', and 'Invoice Paid'. These can be used to initiate actions in Zoho Books, such as creating or updating a contact or recording an invoice.
Are there any specific actions I can perform in Zoho Books using the integration?
Yes, you can perform various actions in Zoho Books through our integration. Common actions include creating new contacts, adding invoices, and updating client information based on the triggers from Jobber.
Does the integration support real-time data sync between Jobber and Zoho Books?
While we aim for near real-time updates, the exact timing depends on the specific triggers and actions configured. Typically, events triggered in Jobber will reflect changes in Zoho Books within a few minutes.
What should I do if I encounter integration issues between Jobber and Zoho Books?
If you face any issues during the integration process or while running it, ensure that you've correctly set up your triggers and actions. You can also check our help documentation or reach out to our support team for assistance.
Can I customize how data is transferred between Jobber and Zoho Books?
Yes, our platform allows you to customize data mappings between fields when setting up your triggers and actions. This means that you can choose exactly what data gets transferred and how it's formatted.
Is it possible to automate invoice creation in Zoho Books based on completed jobs in Jobber?
Absolutely! By setting up a trigger for 'Job Completed' in Jobber, you can create an action that automatically generates an invoice in Zoho Books. This helps streamline your billing process efficiently.
