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How Zapier works
Zapier makes it easy to integrate Jobber with Notion - 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 Block to Page" in Notion.
You’re connected!
Zapier seamlessly connects Jobber and Notion, 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 Notion
Track new clients in Notion
When a new client is created in Jobber, Zapier automatically adds that client to a Notion database. This eliminates manual data entry, centralizes client records, and ensures your team has up-to-date information without the extra effort, improving organization and reducing errors.
Business OwnerLog requests in a Notion database
When a new request is created in Jobber, Zapier instantly updates a Notion database. This allows the support team to have a central record of client requests, ensuring better service-level tracking and resolution rates with minimal administrative burden.
Customer Support OpsSync closed jobs to Notion
Whenever a job is closed in Jobber, Zapier creates an entry in a Notion database. This helps project managers track completed tasks and assess ongoing operational performance in one place, streamlining task tracking and ensuring transparency for overall productivity.
Project ManagementLearn how to automate Jobber on the Zapier blog
Learn how to automate Notion on the Zapier blog
Frequently Asked Questions about Jobber + Notion integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Jobber and Notion
How do I set up an integration between Jobber and Notion?
To set up an integration between Jobber and Notion, you can use our platform to create a 'Zap' that connects the two. Set Jobber as the trigger app and Notion as the action app. The specific triggers from Jobber could include new jobs created or invoices sent. For actions in Notion, you may create a new database entry or update an existing record based on the trigger.
What are some common use cases for integrating Jobber with Notion?
Common use cases for integrating Jobber with Notion include automatically creating job summaries in a shared Notion workspace whenever a new job is added in Jobber, or archiving completed jobs from Jobber into a Notion database for record-keeping and team collaboration purposes.
Can I trigger actions in Notion when a client invoice is finalized in Jobber?
Yes, you can set up your integration to trigger actions in Notion when a client invoice is finalized in Jobber. For example, you might create a task in Notion to review the invoice or update a finance log automatically.
Is it possible to update existing records in Notion using job details from Jobber?
Yes, our platform allows you to update existing records in Notion using information from Jobber. This can be done by setting the action step to modify an existing database entry instead of creating new ones every time there's relevant data like job status changes or notes updates.
Are there limitations on what data can be transferred from Jobber to Notion via integration?
While our integrations support many types of data transfer between applications like job details, client information, and statuses, complex calculations or custom fields beyond standard setup might require additional configuration or may not be supported currently.
How often does data sync between Jobber and Notion when using integrations?
The frequency of data synchronization depends on how you configure your triggers and actions within our platform. Typically, once a trigger event occurs in Jobber, the corresponding action will execute shortly thereafter. However, there may be slight delays depending on server loads and API limits.
What troubleshooting steps should I take if my integration isn't working correctly?
If your integration isn't functioning as expected, ensure that all connections are properly authorized and check if the correct triggers/actions are selected. Reviewing logs within our platform for errors also helps diagnose issues. If problems persist, contacting support would be advisable.
