Forum Discussion
Hi sudo_james, thanks for sharing what you’ve tried so far. That context is really helpful.
To better understand what you’re trying to accomplish, could you share a bit more about the workflow you’re hoping to automate end-to-end? For example, what’s triggering the Request creation in Zapier, what data you’re aiming to populate in the On-Site Assessment field, and how you’re determining which team the Request should be assigned to.
Just to be transparent as well, the actions and triggers listed in our help article Currently, it represents the full scope of what’s supported in the Jobber–Zapier integration. At this time, that doesn’t include populating custom fields or the On-Site Assessment section, which may be why you’re running into those limitations.
Once we have a clearer picture of your use case, we can help confirm what’s possible today and talk through any potential workarounds or next steps.
Looking forward to learning more.