In an attempt to streamline most of our client data into Jobber while keeping it organizied, we use a series of internal notes to track communication, scheduling, crew notes, etc.Has anyone found any of the integrations that are able to add a note when certain actions happens. Or even add to a note when something happens.Example: each time a new client is created, a series of notes are added with specific text, one for "OFFICE NOTES", one for "SALES REP NOTES", one for "SCHEDULING NOTES"

Bottom line, in theory, this appears to be possible. As a Jobber Developer Partner I've been digging into a number of things surrounding Notes lately aarontree and here is what I have found out so far...Notes are not a standalone object within Jobber's architecture. What this means is that they always have to be accessed through the 'parent' record, Client, Request, Quote, etc.I'm going to first work on testing this with Client notes. I will keep you posted. Thanks for the additional context.

Hey aarontree . So this sounds like more of an 'internal automation' where every time a Client is created you want to add three separate notes, right?Alternatively, are you wanting to somehow have another system add a note to a Client when a certain action happens? If so, can you give an example? Notes are heavily utilized by some Jobber users and I've found everyone uses them very differently.

Internal or external doesn't matter, I'd be interested if anyone has figured out a way to automatically add notes in this way.

This is a great idea - does anyone else have a solution for this??

Where do I find jobber's architecture diagram. After years on working in Engineering for a SAAS company, I've moved into the small biz my husband started and am going crazy not having history of the onboarding kickoff, training, config, testing, and go live activities (which I'd expect to include architecture, data dictionary, etc. given the level of manual work he/we/I still do). Please advise if you happen to read this old thread. Thank you.

Any integrations that add internal notes? | Home Service Community

13 Replies

winnovations
Contributor 3
10 days ago
Spot on about the missing 'updated' triggers in Jobber's native Zapier integration, Randy. It’s exactly why we started building a direct API-to-API stability layer. Adhesion Connect is doing great work with webhooks, but we’re taking a slightly different path by focusing on 'hardcoded' fixes for the QB tax rounding and the field note transfer lag. Would love to hear your thoughts on why Jobber still hasn't addressed the record update latency in their core API.
- Randy_Warner
  Contributor 4
  4 days ago
  Hey winnovations! Can you clarify what you're referring to when you mention 'record update latency'? Happy to lend a guess however the best resource to provide details would be Jobber directly of course.
  - winnovations
    Contributor 3
    3 days ago
    Hey Randy, good catch. Basically when a job status changes in Jobber — like from Complete to Invoiced — the webhook fires but the actual Visit object takes 15-30 seconds to catch up if you query the API. So you're building automations thinking the data is live, but you're always running behind. We hit this constantly when syncing to Google Calendar or pulling real-time reports. Built a workaround for it but yeah, it's the kind of thing Jobber should just fix in their core API.
    You running into the same thing
Randy_Warner
Contributor 4
10 months ago
Hey aarontree . So this sounds like more of an 'internal automation' where every time a Client is created you want to add three separate notes, right?

Alternatively, are you wanting to somehow have another system add a note to a Client when a certain action happens? If so, can you give an example? Notes are heavily utilized by some Jobber users and I've found everyone uses them very differently.
- aarontree
  Contributor 3
  10 months ago
  Internal or external doesn't matter, I'd be interested if anyone has figured out a way to automatically add notes in this way.
  - Randy_Warner
    Contributor 4
    12 days ago
    Hey aarontree . I know it has been a while however I'm just wrapping up the development work to bring Adhesion Connect directly into Zapier so you'll soon be able to add notes that way. We're starting with Client notes and Request notes but will quickly release the ability to add notes to other records as well. Hope this can help you!
bedellmgmt
Jobber Ambassador
1 year ago
This is a great idea - does anyone else have a solution for this??

Forum Discussion

Any integrations that add internal notes?